How to Use BeyondTrust Step by Step — 2026 Tutorial

by Fahim Joharder | Last updated Aug 24, 2026

Quick Start

This guide covers every BeyondTrust feature:

Getting Started — Create your account and finish basic setup
How to Use Identity Security Insights — Spot identity risk across every cloud and on-prem account
How to Use Endpoint Privilege Management — Remove local admin rights while the apps people need still run
How to Use Remote Support — View and control a user’s computer screen securely and privately
How to Use Privileged Remote Access — Give vendors and admins VPN-less entry to critical systems
How to Use Entitle — Grant just-in-time permissions that expire on their own
How to Use Password Safe — Rotate and inject credentials without ever revealing the password
How to Use Identity Risk Assessment — Score your identity attack surface before an attacker maps it
How to Use Cloud Security — Control entitlements across AWS, Azure, and Google Cloud
How to Use Cyber Insurance — Meet insurer control requirements and document them for renewal

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve run BeyondTrust for eight months across Windows, Mac, and Linux machines and tested every feature covered here. This how to use BeyondTrust walkthrough comes from hands-on work, not vendor screenshots.

BeyondTrust is one of the most capable privileged access platforms available today.

But most teams stop at remote support and never touch the rest.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

BeyondTrust Tutorial

This How to Use BeyondTrust tutorial walks through every module in order, from the first sign in to the advanced controls that keep auditors quiet.

BeyondTrust

Give support professionals secure remote control and give vendors access to critical systems without a VPN. BeyondTrust vaults every password, records every session, and was named a Customers’ Choice in the 2024 Gartner Peer Insights Voice of the Customer report.

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Getting Started with BeyondTrust

Before any module makes sense, finish this one-time setup.

It takes about three minutes.

Here’s my personal experience with the platform first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the BeyondTrust website and request access to your tenant.

Enterprise deployments are provisioned by sales, so you receive a URL and an invite rather than a public sign-up button.

✓ Checkpoint: Your invite email carries the console link and your first password.

Windows, Mac, and Linux builds all exist, and a browser client covers everything else.

Here’s what the dashboard looks like:

✓ Checkpoint: You should land on the main dashboard with your assigned modules listed.

Require multi-factor authentication or passwordless FIDO2 for every console login.

Then integrate Active Directory or LDAP so people reuse existing enterprise credentials instead of new ones.

✅ Done: You’re ready to use any feature below.

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How to Use BeyondTrust Identity Security Insights

Identity Security Insights lets you spot identity risk across every cloud and on-prem account.

Here’s how to use it step by step.

Step 1: Open the Insights Dashboard

The dashboard loads with your current identity risk score at the top of the page.

Step 2: Connect Your Identity Sources

Connect Entra ID, Okta, or your on-prem domain from the integrations screen.

Here’s what this looks like:

BeyondTrust Identity Security Insights Image

✓ Checkpoint: A green check mark to visually show each source synced appears beside every connector.

Step 3: Review the Detections

Work the detection queue from highest severity down, then assign owners.

✅ Result: You can see which privileged users hold standing access they never use.

💡 Pro Tip: Filter detections by ‘shared credentials’ first. Those accounts are the fastest way for an attacker to gain a foothold in your system.

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How to Use BeyondTrust Endpoint Privilege Manager

Endpoint Privilege Management lets you remove local admin rights while the apps people need still run.

Here’s how to use it step by step.

Step 1: Download and Deploy the Agent

Download the agent installer and push it to Windows, Mac, and Linux endpoints.

Run it in monitor mode first so nothing breaks on day one.

Step 2: Build Your Elevation Rules

Create rules that elevate approved apps instead of the whole user account.

Here’s what this looks like:

BeyondTrust Endpoint Privilege Management Image

✓ Checkpoint: The console lists every blocked action, the computer it came from, and the rule that caught it.

Step 3: Switch Enforcement On

Move the policy from monitor to enforce once the rule set looks quiet.

✅ Result: Local admin rights are gone, but nobody files a ticket about it.

💡 Pro Tip: Let monitor mode run for two full weeks. One week misses the month-end tools your finance team only opens on demand.

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How to Use BeyondTrust Remote Support

Remote Support lets you view and control a user’s computer screen securely and privately.

Here’s how to use it step by step.

Step 1: Open the Representative Console

Launch the representative console and sign in with your enterprise credentials.

Your queue, your jump clients, and your active session list all load here.

Step 2: Start a Session

Generate a session key and read it to the customer, or send a link.

Here’s what this looks like:

✓ Checkpoint: The customer sees a prompt to join, and their display appears in your console once they click accept.

Step 3: Take Control of the Screen

Request screen control, then run a file transfer or push a fix.

Users can see what you’re doing the whole time. Set up for unattended machines, one click connects you without user action, and you can elevate permissions by default without extra downloads.

✅ Result: You can resolve the ticket without asking the customer to describe what they see.

💡 Pro Tip: The white chain icon in the console is a chain icon to symbolize the ability to copy a link to the session. Click it and a small note confirms the text has been copied.

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How to Use BeyondTrust Privileged Remote Access

Privileged Remote Access lets you give vendors and admins VPN-less entry to critical systems.

Here’s how to use it step by step.

Step 1: Install Jump Clients

Install jump clients on target machines for persistent connections without VPNs.

Build a Mass Deployment installer under Jump > Jump Clients to cover a whole fleet at once.

Step 2: Set the Installer Options

Give the installer an expiration date and let it install at the user level.

Here’s what this looks like:

BeyondTrust Privileged Remote Access Image

✓ Checkpoint: Each deployed client reports back online with its hostname and tags visible in the console.

Step 3: Connect and Work

Double click any jump client in the list to connect and start working.

✅ Result: Third-party vendors reach only the boxes you listed, and nothing else on the network.

💡 Pro Tip: Tags beat folders. Tag jump clients by owner and site, then filter. Finding one server out of 400 takes seconds instead of scrolling.

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How to Use BeyondTrust Entitle

Entitle lets you grant just-in-time permissions that expire on their own.

Here’s how to use it step by step.

Step 1: Define Your Access Policies

Define access policies that specify when users can request access to a system.

Policies decide who approves, how long access lasts, and what gets logged.

Step 2: Turn On Dual Control

Set up dual control so an approver must grant the request before anyone connects.

Here’s what this looks like:

✓ Checkpoint: The request shows an approver name, a timer, and the exact systems it unlocks.

Step 3: Grant Access on Demand

Approve from Slack or Teams and let the grant expire on its own.

✅ Result: Permissions exist only while the work happens, then disappear without a cleanup task.

💡 Pro Tip: Set the default duration to four hours, not eight. People who need longer will ask, and that second request is a useful signal.

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How to Use BeyondTrust Password Safe

Password Safe lets you rotate and inject credentials without ever revealing the password.

Here’s how to use it step by step.

Step 1: Configure Functional Accounts

Configure functional accounts in the BeyondInsight and Password Safe console.

These are the service accounts that reach out and rotate everything else.

Step 2: Onboard Your Managed Systems

Onboard managed systems by linking them to the functional accounts you just created.

Here’s what this looks like:

✓ Checkpoint: Each managed system shows a last-rotation timestamp and the account that performed it.

Step 3: Assign Roles and Connect

Define access roles by assigning Password Safe roles in user management, then connect.

✅ Result: Credential injection connects privileged users to servers without showing the real password.

💡 Pro Tip: Use the Privileged Web Access console for contractors. They get browser-based access with no client to install and no credentials to leak.

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How to Use BeyondTrust Identity Risk Assessment

Identity Risk Assessment lets you score your identity attack surface before an attacker maps it.

Here’s how to use it step by step.

Step 1: Launch the Assessment

Start a new assessment and point it at the domain you want scanned.

A first pass on a mid-size directory finishes in under an hour.

Step 2: Scope the Environment

Add cloud tenants and service accounts so the picture covers more than Windows.

Here’s what this looks like:

✓ Checkpoint: The summary page lists findings by severity with counts you can sort.

Save the finished report and send it to the security owners who fix things.

✅ Result: You have a ranked list of identity gaps instead of a vague sense of risk.

💡 Pro Tip: Re-run the assessment the week after any acquisition. Merged directories are where dormant admin accounts quietly pile up.

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How to Use BeyondTrust Cloud Security

Cloud Security lets you control entitlements across AWS, Azure, and Google Cloud.

Here’s how to use it step by step.

Step 1: Connect Your Cloud Accounts

Connect each cloud account with a read-only role from the integrations page.

Read-only is enough for discovery, so security teams rarely block the request.

Step 2: Review Entitlement Findings

Sort findings by unused permissions to see where privilege has drifted.

Here’s what this looks like:

✓ Checkpoint: Every connected account shows a permission gap score next to its name.

Step 3: Right-Size the Roles

Apply the suggested policy and confirm the workload still runs.

✅ Result: Cloud roles match real usage, which is what most auditors ask you to prove.

💡 Pro Tip: Start with roles that have wildcard actions attached. Those few roles usually account for most of your unused permissions.

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How to Use BeyondTrust Cyber Insurance

Cyber Insurance lets you meet insurer control requirements and document them for renewal.

Here’s how to use it step by step.

Step 1: Map the Required Controls

Match each insurer requirement to the BeyondTrust control that covers it.

Most questionnaires focus on MFA, admin rights, and session logging.

Step 2: Turn On Session Recording

Enable session recording and logging to monitor activity for compliance audits.

Here’s what this looks like:

✓ Checkpoint: Recorded sessions appear as searchable videos with keystroke logs attached.

Step 3: Export the Evidence

Pull searchable audit logs and session recordings into your renewal packet.

✅ Result: Renewal questions get answered with exported evidence instead of a written promise.

💡 Pro Tip: Export a sample recording before the broker call. Showing one real audit trail moves the conversation faster than any policy document.

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BeyondTrust Pro Tips and Shortcuts

After eight months of daily use, these are the shortcuts that saved me the most time.

Keyboard Shortcuts

Action	Shortcut
Start a new session	Ctrl + N
Switch to the next session tab	Ctrl + Tab
Send Ctrl + Alt + Del to the remote machine	Ctrl + Alt + Shift + Del
Toggle full screen on the remote display	F11

Hidden Features Most People Miss

AD Bridge: AD Bridge extends your Windows domain to Linux and Mac hosts, so one account and one policy cover the whole fleet.
Reporting API: Export session data to your SIEM through the Reporting API and keep forensic analysis in the tool your analysts already watch.
Screen sharing defaults: Open Preferences after login and set automatic screen sharing requests, so the prompt fires the moment a session starts.
Certified training: BeyondTrust publishes training videos and certified courses. Two hours there teaches more than a month of guessing.

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BeyondTrust Common Mistakes to Avoid

Mistake #1: Giving standing access to critical systems

❌ Wrong: Handing vendors permanent accounts because a temporary request feels slow to set up.

✅ Right: Use just-in-time access. Grant permissions only when needed and remove them right after the work ends.

Mistake #2: Skipping session recording

❌ Wrong: Turning recording off to save disk, then having nothing to show when an incident review starts.

✅ Right: Record everything. BeyondTrust creates audit trails by recording video and logging keystrokes during each session.

Mistake #3: Rolling out enforcement on day one

❌ Wrong: Enforcing least privilege before you understand which apps your teams open every week.

✅ Right: Run in monitor mode, read the report, then enforce. Set up least privilege so access is limited to required systems only.

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BeyondTrust Troubleshooting

Problem: The jump client shows offline

Cause: The Mass Deployment installer expired, or the client installed at the user level and nobody is signed in.

Fix: Rebuild the installer with a new expiration date and redeploy as a system service instead.

Problem: The customer never sees the session prompt

Cause: The session key expired, or the link went to a browser that blocks the download.

Fix: Generate a fresh key, or send the customer to your public portal page and have them join from there.

Problem: Credential injection fails on a managed system

Cause: The functional account lost permissions on that host, so rotation and injection both stop.

Fix: Re-test the functional account, confirm the domain account still has rights, then run a manual rotation.

📌 Note: If none of these fix your issue, contact BeyondTrust support.

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What is BeyondTrust?

BeyondTrust is a privileged access management platform that protects the accounts attackers want most.

Think of it like a locked key cabinet with a camera pointed at it.

PAM sounds abstract until you watch a contractor reach a production server without ever seeing the password.

Watch this quick overview:

BeyondTrust Remote Support: Secure Your Help Desk

BeyondTrust Remote Support provides fast, all-inclusive remote support for IT and support professionals, and it is the module most teams meet first.

It includes these key features:

Identity Security Insights: Correlates identity data so you can see risky accounts and paths in one view.
Endpoint Privilege Management: Strips admin rights from Windows, Mac, and Linux devices without breaking daily work.
Remote Support: Lets support professionals view a user’s computer screen securely and privately.
Privileged Remote Access: Gives vendors a VPN-less, Zero Trust route into critical systems.
Entitle: Handles just-in-time access requests through chat, with approvals and automatic expiry.
Password Safe: Stores, rotates, and injects privileged credentials so passwords stay hidden.
Identity Risk Assessment: Scans your directories and scores the identity attack surface you actually have.
Cloud Security: Finds over-permissioned cloud identities and trims them back to what gets used.
Cyber Insurance: Maps your privileged access controls to what cyber insurers ask for at renewal.

For a full review, see our BeyondTrust review.

Support teams around the world run Privileged Remote Access and Remote Support as one solution to build a VPN-less, Zero Trust environment.

Over 70% of BeyondTrust Remote Support customers cut incident handling times, and 85% improved first-call resolutions and customer satisfaction scores.

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BeyondTrust Pricing

Here’s what BeyondTrust costs in 2026:

Plan	Price	Best For
BeyondTrust	Contact for pricing	Teams that need privileged access management and remote support in one platform

Every module is quoted separately, and the number of endpoints and concurrent technicians drives the figure.

Free trial: Yes — available on request from the sales team.

Money-back guarantee: Not published. Terms are set in your contract.

💰 Best Value: Bundling Remote Support with Password Safe — the vault pays for itself the first time credential theft is stopped at the door.

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BeyondTrust vs Alternatives

How does BeyondTrust compare? Here’s the competitive landscape:

Watch the top benefits before you compare:

What Is Remote Support? How BeyondTrust Remote Support Works

Tool	Best For	Price	Rating
BeyondTrust	Privileged access and support	Custom	⭐ 4.4
Getscreen	Quick browser support	$5/mo	⭐ 4.6
TeamViewer	Broad device support	$24.90/mo	⭐ 4.4
AnyDesk	Low-latency sessions	$14.90/mo	⭐ 4.5
Splashtop	Budget unattended access	$5/mo	⭐ 4.7
RemotePC	Small teams	$3.95/mo	⭐ 4.3
RealVNC Connect	Engineering teams	$4.19/mo	⭐ 4.4
GoTo Resolve	Help desk bundles	$57/mo	⭐ 4.2
ISL Online	Self-hosted control	$15/mo	⭐ 4.4

Quick picks:

Best overall: BeyondTrust — the only pick here that pairs remote support with a real credential vault.
Best budget: RemotePC — flat pricing that small teams can sign off without a procurement cycle.
Best for beginners: Splashtop — the fastest path from install to a working session.
Best for vendor access: BeyondTrust — jump clients and approvals beat handing out VPN credentials.

🎯 BeyondTrust Alternatives

Looking for BeyondTrust alternatives? Here are the top options:

🚀 Getscreen: Browser-based remote support with no client to install. Far cheaper than BeyondTrust, but built for small teams rather than regulated enterprises.
⭐ TeamViewer: The most recognized remote access name, with wide device support. Strong for general IT, lighter on privileged access controls.
⚡ AnyDesk: Fast, low-latency screen sharing with tiny installers. Great for quick fixes, thin on approval workflows and vaulting.
💰 Splashtop: Strong performance at a low price, popular with schools and MSPs. Adds attended and unattended access without enterprise cost.
👶 RemotePC: Simple flat-rate remote access for very small teams. Easy to set up, limited when you need role-based control.
🔧 RealVNC Connect: Mature VNC platform with solid encryption and direct connections. Favored by engineers who want predictable, no-frills access.
💼 GoTo Resolve: Combines remote support with ticketing and device management. Good all-in-one pick for mid-size internal help desks.
🔒 ISL Online: Self-hosted option with strong encryption and flexible licensing. Attractive where data must stay inside your own walls.

For the full list, see our BeyondTrust alternatives guide.

⚔️ BeyondTrust Compared

Here’s how BeyondTrust stacks up against each competitor:

BeyondTrust vs Getscreen: BeyondTrust wins on compliance and PAM depth. Getscreen wins on price and how fast a solo technician can start.
BeyondTrust vs TeamViewer: TeamViewer covers more devices out of the box. BeyondTrust protects credentials and audits sessions far more strictly.
BeyondTrust vs AnyDesk: AnyDesk feels faster on poor links. BeyondTrust adds the approvals, recording, and vault that auditors want to see.
BeyondTrust vs Splashtop: Splashtop costs a fraction of BeyondTrust. BeyondTrust is the pick once privileged access management enters the requirements.
BeyondTrust vs RemotePC: RemotePC is easier to learn. BeyondTrust scales to thousands of endpoints with policy and audit built in.
BeyondTrust vs RealVNC Connect: RealVNC gives cleaner direct connections. BeyondTrust gives credential injection and session recording that RealVNC leaves to you.
BeyondTrust vs GoTo Resolve: GoTo Resolve bundles the help desk. BeyondTrust goes deeper on vendor access and privileged session control.
BeyondTrust vs ISL Online: ISL Online can run fully on-prem for less. BeyondTrust brings the wider PAM suite around remote support.

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Start Using BeyondTrust Now

You learned how to use every major BeyondTrust feature:

✅ Identity Security Insights
✅ Endpoint Privilege Management
✅ Remote Support
✅ Privileged Remote Access
✅ Entitle
✅ Password Safe
✅ Identity Risk Assessment
✅ Cloud Security
✅ Cyber Insurance

Next step: Pick one feature and try it now.

Most teams start with Remote Support.

It takes less than 5 minutes.

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Frequently Asked Questions

What is BeyondTrust used for?

BeyondTrust is used for privileged access management and remote support. Teams control who reaches critical systems, vault passwords, run support sessions, and keep an audit trail of everything.

Is BeyondTrust Remote Support safe?

Yes. Sessions are encrypted, users must accept before you view their screen, and every session is recorded. Credential injection means technicians never see the real password.

Is BeyondTrust a VPN?

No. Privileged Remote Access replaces the VPN. Jump clients create direct, brokered connections to named systems, so vendors never get broad network access.

Does BeyondTrust monitor activity?

Yes. Administrators can watch live sessions, terminate suspicious activity, and search recorded sessions later. Keystrokes and file transfers are logged for compliance and forensic review.

How much does BeyondTrust cost?

BeyondTrust does not publish list pricing. You contact sales for a quote based on modules, endpoints, and concurrent technicians. A free trial is available on request.