Console settings | RS Pathfinder

What is the Console Settings page?

The Console Settings page allows administrators to configure and manage the settings for the representative console, including customizing behaviors related to user interactions, session management, and access control.

How is the Console Settings page useful to my organization?

This page is useful for tailoring the representative console to your organization's needs, allowing for adjustments to session handling, user interface preferences, and control over access to various features. It helps ensure the console operates efficiently and securely, improving both representative performance and customer support outcomes.

How do I access the Console Settings page?

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the left menu, click Remote Support > Console Settings.
   The Console Settings page opens.

The Console Settings page

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4. Saves: Saves or resets console settings.
5. Manage Representative Console Settings: Sets values for Global settings, Alerts, and Access Sessions.
6. Apply Representative Console Settings: Applies managed settings to every user.

Manage representative console settings

You can configure the default representative console settings for your entire user base, applying a consistent representative console user experience and increasing team efficiency. You can force settings, allow settings to be overridden by the user, or leave settings unmanaged. If you select Unmanaged, the BeyondTrust default setting will be displayed alongside for your consideration.

Each Enable or Disable setting provides an administrative checkbox option to become a forced setting. Forced settings take effect on the user's next login and do not allow configuration in the console. Unforced settings may be overridden by a user through the settings window in the representative console.

A forced setting cannot be overridden unless an administrator deselects the Forced checkbox option for that setting.

Choose the settings you want to be the default for your users, and click the Save button at the bottom of the page.

Note that saved settings take effect only upon login to the console. Even if you save and apply the changes by clicking the Apply Now button at the top of the page, detailed later, the user will not use the new settings until login.

If, for instance, you wish to set up default settings for new users but leave existing users' settings unchanged, save your managed settings but do not apply them. This will make it so all new representative console logins will begin with your managed default settings. Existing users will have forced settings applied upon next login, but all other settings will remain unchanged.

Global settings

Spell checking enabled

From the Global Settings section, you can choose to enable or disable spell check for chat and session notes. Currently, spell check is available for US English only.

Disable automatic session assignment on login

If automatic session assignment is disabled on login, then the user will not be assigned sessions automatically until they choose to opt in.

Configurable session side bar

Choose if you want the session menu icon to display, if the sidebar can be detached, and if the widgets on the session sidebar can be rearranged and resized.

Quick start buttons

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For more information, please see How do I start a support session.