Session policies

What are session policies?

Session policies define session security permissions tailored to specific scenarios. They can be applied to users, public sites, and all Jump Items.

How are session policies useful?

Session policies enhance security and flexibility by allowing administrators to control session behavior and permissions for users, public sites, and Jump Items based on organizational needs.

How do I access the Session Policies page?

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the left menu, click Remote Support > Users & Security.
   The Users page displays.
3. At the top of the page, click Session Policies.
   The Session Policies page displays.

How to configure session policies

The Session Policies section lists available policies. Click the arrow by a policy name to quickly see where that policy is being used; its availability for users, rep invites, and Jump Clients; the support tools configured; and the prompting configured.

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Note

For more information, see the Session policy guide.

Add, edit, delete

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

Copy

To expedite the creation of similar policies, click Copy to create a new policy with identical settings. You can then edit this new policy to meet your specific requirements.

Add or edit session policy

After making your edits, click Save to make this policy available.

Display name

Create a unique name to help identify this policy. This name helps when assigning a session policy to users, public portals, and Jump Clients.

Code name

Set a code name for integration purposes. If you do not set a code name, one is created automatically.

Description

Add a brief description to summarize the purpose of this policy. The description is seen when applying a policy to user accounts, group policies, and rep invites.

Availability

Users

Choose if this policy should be available to assign to users (user accounts and group policies).

Rep invite

Choose if this policy should be available for users to select when inviting an external user to join a session.

Jump Items

Choose if this policy should be available to assign to Jump Items.

Dependencies

If this session policy is already in use, you will see the number of users, public portals, and Jump Clients using this policy.

Permissions

For all of the permissions that follow, you can choose to enable or disable the permission, or you can choose to set it to Not Defined. Session policies are applied to a session in a hierarchical manner, with Jump Clients taking the highest priority, then support portals, then users, and then the global default. If multiple policies apply to a session, then the policy with the highest priority will take precedence over the others. If, for example, the policy applied to a Jump Client defines a permission, then no other policies may change that permission for the session. To make a permission available for a lower policy to define, leave that permission set to Not Defined.

Set which tools should be enabled or disabled with this policy, as well as which tools should prompt the customer for permission.