User management

ℹ️

Role required

You must be an administrator to access site management features.

Invite a user to a site

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.

2. At the top right of the page, click your site name to display a drop-down menu.

3. Select Administration.
   The BeyondTrust Platform Administration page displays.

4. From the top left of the page, click > Administration > User Management.
   The Organization Users page displays.

5. Click Invite User.
   The Invite User page displays.

6. In User Details section, enter an Email Address, First Name, and Last Name. All fields are required.

7. In the User Permissions section, for Organization Role, select either Standard User or Administrator.

8. For Site Access, select the sites and at least one application to grant user access to.

9. Click Invite User.
   The user receives an email with a link to create a new password, then access the selected site(s) and application(s).

Edit a user's details

⚠️

Important information

To change a user's email, contact BeyondTrust Support

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. At the top right of the page, click your site name to display a drop-down menu.
3. Select Administration.
   The BeyondTrust Platform Administration page displays.
4. From the top left of the page, click > Administration > User Management.
   The Organization Users page displays.
5. Locate the user you want to edit.
6. Click > Edit User.
   The Edit User page displays.
7. Edit the user's first and/or last name.
8. Click Save Changes.
   The changes update immediately.

Change a user's access and permission levels

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. At the top right of the page, click your site name to display a drop-down menu.
3. Select Administration.
   The BeyondTrust Platform Administration page displays.
4. From the top left of the page, click > Administration > User Management.
   The Organization Users page displays.
5. Locate the user you want to edit.
6. Click > Edit User.
   The Edit User page displays.
7. In User Permissions, select a role from the list.
8. Optionally, select specific sites and associated applications for the user to access.
9. Optionally, deselect specific sites and associated applications you no longer want the user to access.
10. Click Save Changes.
    The access and/or permissions update.

Delete a user

❗️

Warning

Deleting a user is an unrecoverable operation. The user access is immediately revoked from all sites and associated applications.

Alternatively, you can change a user's permissions and access levels.

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. At the top right of the page, click your site name to display a drop-down menu.
3. Select Administration.
   The BeyondTrust Platform Administration page displays.
4. From the top left of the page, click > Administration > User Management.
   The Organization Users page displays.
5. Locate the user you want to delete.
6. Click > Delete User.
   A confirmation message displays.
7. Type delete into the text field.
8. Click Delete.
   The user is immediately deleted and access to all sites and applications is revoked.