How to Use BeyondTrust: Your Complete Remote Support Software Guide

—

by

Min Jae Kim
in

In IT Administration, having a reliable way to troubleshoot and assist colleagues or clients from afar is a game changer. The BeyondTrust remote support software guide serves as your go-to productivity tool for seamless, secure sessions whether you’re patching servers at 2 AM or walking a non-tech family member through printer setup. I still remember the first time I jumped into a friend’s computer to fix a network driver issue while they were halfway across the world; without a solid guide, I would have been clicking around blindly. This comprehensive walkthrough will help you master every click and configuration in just a few minutes.

BeyondTrust remote support software guide Materials or Tools Needed

Desk with laptop, PC, router, smartphone, and Ethernet cables.

Before we dive into the step-by-step instructions, take a moment to gather all the necessary tools, materials, and prerequisites you’ll need to ensure a seamless, stress-free setup. Be sure to have your administrator credentials at the ready, a stable high-speed internet connection, the correct BeyondTrust installer package, and any license or configuration keys available. If possible, hook up a second monitor to keep session logs and chat windows visible, and jot down any endpoint names or network details you’ll need. Having everything lined up from the start will save you time, prevent interruptions, and let you focus on mastering the process

Tool/MaterialDetails
Windows, macOS, or Linux systemClient machine with admin rights
BeyondTrust licenseActive subscription for desired module (Remote Support or Privileged)
Network connectivityStable internet with at least 5 Mbps upload/download
Administrator credentialsFor installing agents and configuring policies
Secondary display (optional)Helpful for monitoring session logs and chat simultaneously

BeyondTrust remote support software guide Instructions

Cursor clicking “Connect” on BeyondTrust session code screen.

Follow these steps to install, configure, and run secure remote sessions in no time.

Step 1: Install and configure the agent.

Download the latest Windows or macOS agent from your BeyondTrust console. Once downloaded, run the installer and follow the prompts. During setup, choose “Standard” or “Advanced” mode depending on whether you need scripting capabilities. As a robust remote management software platform, BeyondTrust automatically registers the agent with your central console, so you won’t have to hunt for IPs or manually configure endpoints.

Step 2: Set up access policies.

Navigate to the Policies section in your admin portal. Define which users or groups can initiate sessions, and specify access levels view only, file transfer, or full control. Because this is recognized as one of the best remote access software solutions on the market, you’ll find built-in templates for common roles like “Help Desk” or “Network Admin.” Customize time-outs, session recordings, and MFA requirements to align with your security standards.

Step 3: Initiate a remote session.

On your dashboard, select the target device either from your “Recent Sessions” list or by searching the endpoint name. Click “Start Session,” then choose the communication channel: direct LAN, internet relay, or VPN-based tunnel. A small prompt appears on the client’s screen asking them to allow remote support; once they click “Accept,” you’ll see their desktop in seconds. From here, you can transfer files, troubleshoot applications, or walk them through updates.

Step 4: End the session and review logs.

When you’re done assisting, click “End Session.” You’ll be prompted to leave a summary note or attach screenshots. Beyond trust, it’s crucial to document any changes you made both for auditing and for sharing with your team. Head to the Session History to export logs and recordings, which can help you refine your support playbooks over time.

BeyondTrust remote support software guide Tips and Warnings

Here are a few essential pointers to ensure every remote support session runs smoothly, securely, and efficiently: verify both the agent and console are up to date; check your network’s bandwidth and latency; confirm the client is ready; test audio and chat channels; enable session recording and logging; apply least-privilege access policies; and set clear expectations around timing and scope. These quick checks will help you avoid surprises and deliver consistently reliable support.

TipWarning
Keep your agent and console on the latest versionDon’t ignore client-side pop-up update prompts
Use session templates for common tasksAvoid granting full control unless absolutely needed
Enable session recording for compliance and trainingBe mindful of privacy laws before capturing audio/video

Conclusion

You’ve now armed yourself with a step-by-step BeyondTrust remote support software guide designed for IT Administration. From agent deployment and policy setup to initiating sessions and reviewing logs, these instructions will have you providing secure, efficient assistance in no time. Ready to streamline your support workflow? Fire up your console and give it a try today!

Resources

Min Jae Kim

Min Jae Kim works as a cybersecurity analyst at Tech24. He earned a bachelor’s degree from the Department of Information Security at Korea University and a master’s degree from Carnegie Mellon University. His career is as follows. From 2012 to 2016, he worked as a security expert at the Korea Internet & Security Agency (KISA) and worked on various cybersecurity projects. Since then, from 2016 to 2020, he worked as a cybersecurity analyst at McAfee, analyzing major security threats and developing response strategies. From 2020 to now, he has been working as a cybersecurity analyst at Tech24, writing the latest security trends and threat analysis articles. Kim Min-jae’s specialty is network security, hacking and response strategies, data protection, and encryption technology. He was awarded the “2020 Best Security Expert” award by the Korean Information Protection Association, and has experience in writing major security threat analysis reports and presenting them at domestic and international security conferences. His vision is to provide readers with the latest cybersecurity trends and contribute to raising corporate and personal security awareness.