How do I add a user?
Manually add new user(s) to your account with product licenses, permissions role, basic settings, and then send them a welcome email to get started!
Before you begin:
- You must be a Super admin to add new users with an Admin role/permission assigned to them.
- If you want to automatically apply pre-set product settings to new users, you will need to create a product settings template prior to this task.
- If you want to add your new user(s) to a user group, you will need to have created a user group prior to performing this task.
- If you want to send a custom welcome email to your new users, you will need to customize your email templates in Account settings before adding users otherwise, the default welcome email will be sent.
When you add a user by performing this task, they will automatically have a direct extension and voicemail box created for them. Once they accept their email invitation, they can download and sign in to our softphone app on their mobile phone or desktop. If they want to use a physical phone, you will need to
add that device to your account after creating the user.
What to do next:
Send the new user the Getting Started Guide for Users to help get them acquainted with the GoTo app. If they are using a physical phone, send them the appropriate phone guide for their device. Users can visit the specific product support sites for help with other products as needed.
Article last updated: 5 October, 2023