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Customer notices

What are customer notices?

Customer notices are messages displayed on public portals, Support Button start windows, and customer client chat windows to inform users of broadly impacting IT outages or other critical updates.

How are customer notices useful?

Customer notices help reduce support requests during widespread IT outages by proactively informing customers of known issues. They provide clear, timely communication across public portals and during support interactions, ensuring customers are informed before initiating a session.

How do I access the Customer Notices page?

  1. Use a Chromium-based browser to sign in to your Remote Support URL.
    This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
  2. From the left menu, click Public Portals.
    The Public Sites page opens and displays by default.
  3. At the top of the page, click Customer Notices.
    The Customer Notices page displays.

How to configure customer notices

Administrators and authorized representatives can create up to 10 messages per portal, with each message allowed up to 1,020 characters.

Although messages are not configurable per language, you can create different messages for the languages supported on the same portal.

Administrators can create and edit customer notices and also can grant this right to representatives without administrative privileges.

Add new customer notice, edit, delete

Create a new notice, modify an existing notice, or remove an existing notice.

Send

Push a customer notice to all holding sessions.

Add or edit customer notice

Name

Create a unique name to help identify this notice. This name is not displayed to the customer.

Notice text

Create the text to display in the customer client, on the public portal, and in Support Buttons. You can use macros, as well as BBCode to do some low level formatting, such as adding bold, colors, or hyperlinks. Click on Macros or BBCode to display a list of codes and their resulting applications.

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Note

Messages should be relatively short so they can be viewed without much scrolling in the customer client windows. This applies to both the native client and click-to-chat modes.

Expires on

Enter a date for the notice expiration. If you select Never Expires the notice will remain on your site until it is manually deleted. Expired notices are automatically deleted 24 hours after their expiration date.

Public sites

If you have more than one public site, select which ones will display the notice. You can select multiple portals.

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Note

For more information, please see Notices and business hours.


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