Public portals | RS Pathfinder

What are public sites?

Public sites are customer-facing websites configured on your BeyondTrust Appliance B Series. They serve as entry points where customers can initiate support sessions, and all session traffic is routed through these sites.

How are public sites useful?

Public sites enable customers to easily access support by initiating sessions online, while ensuring session traffic is efficiently directed and securely managed through the BeyondTrust Appliance B Series.

How do I access the Public Portals page?

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the left menu, click Remote Support > Public Portals.
   The Public Sites page opens and the Public Sites tab displays by default.

The Public Portals page

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4. Add: Addes a new public site.
5. Public Sites columns: List the Public Sites columns.

   Public Sites columns

   • Name: Unique name of the public site.
   • Site Addresses: FQDN of the public site.
   • Public Templates: Use templates to configure the design layout of the site.
   • Schedule: Allows to control when customers can access a public portal.

6. Public Sites option: Edits an existing public site.

Add new site

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the left menu, click Remote Support > Public Portals.
   The Public Sites page opens and the Public Sites tab displays by default.
3. Click Add.
4. For Name, create a unique name to help identify this site. This name helps you determine the public portal through which a customer entered. The default site name cannot be changed.
5. For Site Addresses, each site must have at least one DNS that resolves to your BeyondTrust Appliance B Series. Multiple hostnames can direct to one site, but one hostname cannot be used for multiple sites.
6. For Default Support Button profile, choose which Support Button profile to use for this public site, either the default profile or a customized profile. The button profiles are configured from the Configuration > Support Buttons page.
7. For Public template, configure the page design and layout by selecting a public web template, configured from the Public Portals > HTML Templates page.

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   For more information, please see Public site HTML template.

8. For Require SAML Authentication, If SAML For Public Portals is configured on the Users & Security > Security Providers page, this option is available. If checked, customers must authenticate with an identity provider before a session is initiated using the public support portal.
9. For the Display Customer Notices checkbox, if this is selected, then customer notices are displayed on the public site. This way customers may never enter the support queue, thus allowing representatives to dedicate their attention to customers who need assistance. Customer notices are configured on the Public Portals > Customer Notices page.

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   • The same customer notice can be used across several sites, or on a custom portal. The XML for the public portal contains a section where all current notifications are shown. This ensures that messages are always in sync across several sites.
   • For more information, please see Connection options.

10. Attempt to launch sessions from installed Jump Clients, if this option is checked, and there is already a Jump Client installed on the user's system, an elevated session launches from the existing Jump Client. This applies to both the portal and the session generation API.

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    For the elevated session to start, a similar permission must be granted for the Jump Client. Please see Allow ad-hoc sessions to be started from existing Jump Clients.

Edit a site

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the left menu, click Remote Support > Public Portals.
   The Public Sites page opens and the Public Sites tab displays by default.
3. From the Public Sites table, select a site.
4. Click the pencil to edit the site.
5. Make the necessary changes, click Save.