User management
Role required
You must be an administrator to access site management features.
Invite a user to a site
-
Sign into app.beyondtrust.io.
The BeyondTrust Home page displays. -
At the top right of the page, click your site name to display a drop-down menu.
-
Select Administration.
The BeyondTrust Platform Administration page displays. -
From the top left of the page, click
> Administration > User Management.
The Organization Users page displays. -
Click Invite User.
The Invite User page displays. -
In User Details section, enter an Email Address, First Name, and Last Name. All fields are required.
-
In the User Permissions section, for Organization Role, select either Standard User or Administrator.
-
For Site Access, select the sites and at least one application to grant user access to.
-
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
- Sign into app.beyondtrust.io.
The BeyondTrust Home page displays. - At the top right of the page, click your site name to display a drop-down menu.
- Select Administration.
The BeyondTrust Platform Administration page displays. - From the top left of the page, click
> Administration > User Management.
The Organization Users page displays. - Locate the user you want to edit.
- Click
> Edit User.
The Edit User page displays. - Edit the user's first and/or last name.
- Click Save Changes.
The changes update immediately.
Change a user's access and permission levels
- Sign into app.beyondtrust.io.
The BeyondTrust Home page displays. - At the top right of the page, click your site name to display a drop-down menu.
- Select Administration.
The BeyondTrust Platform Administration page displays. - From the top left of the page, click
> Administration > User Management.
The Organization Users page displays. - Locate the user you want to edit.
- Click
> Edit User.
The Edit User page displays. - In User Permissions, select a role from the list.
- Optionally, select specific sites and associated applications for the user to access.
- Optionally, deselect specific sites and associated applications you no longer want the user to access.
- 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.
- Sign into app.beyondtrust.io.
The BeyondTrust Home page displays. - At the top right of the page, click your site name to display a drop-down menu.
- Select Administration.
The BeyondTrust Platform Administration page displays. - From the top left of the page, click
> Administration > User Management.
The Organization Users page displays. - Locate the user you want to delete.
- Click
> Delete User.
A confirmation message displays. - Type delete into the text field.
- Click Delete.
The user is immediately deleted and access to all sites and applications is revoked.
Updated 2 months ago