Users & security

What is the Users page?

The Users page allows administrators to manage individual user accounts, including creating, editing, and deleting accounts. It provides detailed control over user-specific settings, permissions, and roles within the Remote Support environment.

How is the Users page useful to my organization?

The Users page enables administrators to customize access and permissions for each user, ensuring security and proper role alignment. It also allows for efficient user management, helping to maintain compliance and support operational needs.

How do I access the Users 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.

User accounts

View information about all users who have access to your B Series Appliance, including local users and those who have access through security provider integration.

Add, edit, delete

Create a new account, modify an existing account, or remove an existing account. You cannot delete your own account.

Search users

Search for a specific user based on Last Authenticated As, Public Display Name, Private Display Name and Email Address.

Security provider

Select the security provider you want to search.

Synchronize

Synchronize the users and groups associated with an external security provider. Synchronization occurs automatically once a day. Clicking this button forces a manual synchronization.

Select visible columns

Use the dropdown menu to select which columns to display.

User account report

Export detailed information about your users for auditing purposes. Gather detailed information for all users, users from a specific security provider, or just local users. Information collected includes data displayed under the "show details" button, plus group policy and team memberships and permissions, and passwordless authentication registration and last usage.

Add or edit user

After making your edits, click Save to save your changes to this user.

Username

Unique identifier used to log in.

Display names

User's name as shown on the public site, in chats, etc. Users can use a public display name, for use with customers, and a private display name, for use in all internal communications.

Display number

Type a unique ID number or leave this field blank to automatically select the next available number. This number affects the order in which users are listed on the public site.

Photo

Upload a photo to be used as a representative avatar, which is displayed in the customer client chat window and in the /login administrative interface. The image used must be in .png or .jpeg format, no more than 1 MiB in size, and with a minimum 80x80 pixel size. Click Set Photo to select an image. Set the image dimensions using the slider and the buttons Fit in Box and Fill Entire Box. When satisfied, click Crop to use it, or Cancel, if you do not wish to keep the image you just selected. Click Change Photo to select a new photo or Delete Photo to remove the avatar from this user.

The photo can also be changed or deleted from the /login > My Account page.

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Note

For more information, see Customer client in a session.