Navigate the Console

Once logged into the BeyondInsight console, you are taken to the Home page, where the suite of features is easily accessible using any of the following methods:

• Click the container cards.
• Click the icons in the left sidebar.
• Click Menu in the left sidebar to expand it, and then click your desired feature.
• Click Quick Navigation in the top-right corner or press CTRL+K to access a list of the commonly used features and your favorites.
  • Locate your desired feature from the list by typing at least 3 characters.
  • Click the star next to any of the features in the list to add them to your favorites. Favorites are displayed at the top of the list.
  • Click the star next to any favorite to remove it as favorite.

 

Container Cards

You can quickly access the following functionality from the container cards:

• View and manage assets.
• Access Password Safe to execute password requests and approvals.
• Access Secrets Safe to view and manage team secrets.
• Access reports on collected data.
• Initiate a discovery scan to discover new systems and accounts.
• View and manage Endpoint Privilege Management events.
• View and edit managed systems.
• View and edit managed accounts.
• View and manage Endpoint Privilege Management policy users.
• Access configuration settings for BeyondInsight and Password Safe components and objects.

Left Sidebar

The following features are available from the left sidebar:

• Dashboard (Preview): Customize your dynamic dashboards using the Dashboard Editor.
• Assets: Display and manage all assets. Access the Smart Rules page to create and manage Smart Groups. Add assets to Password Safe management.
• Smart Rules: View and manage Smart Rules.
• Discovery: Run and schedule discovery scans, review active, completed, and scheduled scans, and view the list of discovery scanners.
• Endpoint Privilege Management: View and manage Endpoint Privilege Management events, policies, policy users, agents, file integrity monitoring, and session monitoring, if you have an Endpoint Privilege Management license.
• Managed Systems: View and configure properties for Password Safe managed systems, managed databases, managed directories, managed applications, and their associated Smart Rules.
• Managed Accounts: View and configure properties for Password Safe managed accounts and their associated Smart Rules.
• BeyondInsight for Unix & Linux: View and manage hosts, settings, logs, policies, license information, and jobs for BeyondInsight for Unix & Linux.
• Password Safe: Access the Password Safe web portal to request passwords and remote access sessions and to approve requests.
• Privileged Remote Access: View Privileged Remote Access session data in a dashboard, if you have a Privileged Remote Access license and have the integration with BeyondInsight configured.
• Secrets Safe: View and manage team secrets.
• Analytics & Reporting: Access reports on collected data.
• Configuration: Configure BeyondInsight and Password Safe components and objects, such as users and groups, authentication settings, connectors, and much more.
• About: Access helpful links and support tools, such as generating a support package and analysis to send to BeyondTrust Technical Support. View the current BeyondInsight version information, as well as the history of installed versions. View version information for currently installed plugins. View the maintenance expiry date and disable or enable the Maintenance Expiry Warning Banner.

Manage Toast Messages and Notifications in BeyondInsight

During your session, BeyondInsight displays toast messages to indicate successes, failures, warnings, and errors for actions you have taken. Toast messages auto-dismiss after 8 seconds based on a timer. There may be multiple messages displayed at once. A control bar displays above the message(s) that can be used to control the message timer. You can control the messages as follows:

• Click Dismiss directly in a message to dismiss that specific message immediately.
• Use the control bar above the message(s) to pause all timers, resume all timers, or dismiss all messages.

 

Toast messages that you haven't dismissed but instead have timed out can be reviewed in the Message Notification Center by clicking the Notifications (bell) icon in the top right of the console. This allows you to view more details for errors or warnings if they exist, and dismiss them.

More details about the Message Notification Center are as follows:

• Success messages are not sent to the notification center, whether or not they were dismissed.
• A max of 6 messages can be displayed at once and a scroll bar is provided to view more as needed.
• The notification center can show up to 100 of the most recent notifications, sorted from newest to oldest.
• Notifications that are older than 1 hour are not available.
• Once you log out of BeyondInsight, any notifications that existed in the notification center are cleared and are no longer available.