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. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the main menu, click Privileged Remote Access > Users & Security.
   The User & Security page opens and the Users tab displays by default.
3. Click the Access Invite tab.
   The Access Invite tab displays.

The Access Invite page

1. Left menu: Easy access to all pages in Privilege Remote Access, including Status, Consoles & Downloads, My Account, Configuration, Jump, Vault, Console Settings, Users & Security, Reports, Management, and Appliance pages.
2. Status: Opens the Status page.
3. Header: Change your tenant site, manage your profile, and access documentation.

4. Invitation templates: Contains the Subject and Body of the invitation.

5. Macro templates: Macros to use within the Body of the invitation.

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 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 and contains two sections:

• Subject: Customize the subject of this email.
• Body: Customize the body of this email.

Macros

You can use the following macros to customize the text in your emails for your purposes:

• %USER_NAME%
• %SESSION_KEY_URL