Access invite

What is access invite?

Access invite is a feature that allows a representative to invite another user to join a session for collaboration or escalation.

How is access invite useful?

Access invite facilitates teamwork by enabling users to share expertise, resolve complex issues more efficiently, and provide better support to customers through collaborative session management.

How do I access the Access Invite page?

1. Use a Chromium-based browser to sign in to your Privileged Remote Access URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click Users & Security.
   The Users page opens and displays by default.
3. At the top of the page, click Access Invite.
   The Access Invite page displays.

Access invitation email

With access invite, a privileged user can invite an external user to join a session one time only. When the user makes the invitation, they will select a security profile to determine what level of privileges the external user should be granted. Access invite security profiles are configured as session policies on the Users & Security > Session Policies page and must be enabled for access invite use.

The invitation email is sent to external users when you invite them to join a session.

Subject

Customize the subject of this email. Click the link below the Body field to view the macros that can used to customize the text in your emails for your purposes.

Body

Customize the body of this email. Click the link below the Body field to view the macros that can used to customize the text in your emails for your purposes.