HELP FILE

How do I change a user's settings?

    Update user's products and personal settings as needed.
    Before you begin: You may want to create a settings template to quickly apply the same settings for your users.
    About this task: If multiple product licenses are assigned to your account, the product setting bubbles will display for each user, regardless if the user is actually assigned to the products or not. If you assign one of these licenses to the user later on, the settings configured here will be applied automatically.
    1. If you are not already, sign in to your admin portal.
    2. From People > Users, select the user who needs changes made.

      Tip: While on any tab in a user's profile, you can select Three Dots Iconon the top-right to make changes to the overview page or delete the user. Use the breadcrumbs in the top-left to go back to the main list.

    3. Optional: From the Overview tab, change the following:
      • Details: Select Edit Details to make changes to their personal settings, including their role, language, and time zone.
      • Devices: Select + Assign Device or Edit Device to make changes to existing devices.
      • Custom Fields: Select Edit Custom Fields to make changes to any custom fields that have been created. Select Manage custom fields to make changes to system-wide custom fields.
      • User Groups: Select + Add to User Group to make changes. Hover over a group and then select the remove button to delete user from groups.
      • Device Access Groups: Select + Add to Device Access Group to make changes. The visibility of this setting depends on your license.
    4. Optional: From the Products tab, manage which products a user can access. If all available licenses have been used, you will have the option to + Add Licenses. Depending on the license, you may have the ability to control the nested licenses separately. For example, with GoTo Connect Premium, you can turn off either the phone or meeting access for a user.
    5. Optional: From the Settings > Phones tab, change the following:
      • General: Choose the user's dialable username and password.
      • Call Routing: Choose their primary and secondary extensions. Select Edit settings to change settings on the user's extension line such as find me/follow me, recording, voicemail, and virtual fax settings.
      • Dialing: Choose which types of numbers they can dial.
      • Advanced: Choose which other features you want to allow the user to access, such as hot desking, roaming, call parking permissions, or the ability to monitor calls and record prompts.
        Tip: If enabling user monitoring, you can choose if you want users to have access to monitor all users or only specific users in Settings > Phones > Calls > User monitoring permissions scope.
    6. Optional: From the Settings > Meetings tab, apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:
      • General: Choose if the user can display the attendee list during meetings.
      • Audio: Choose if you want to allow VOIP audio, long distance numbers to be dialed or allow meetings to be started from the user's phone.
      • Organizer Experience: Choose if the user can record the meeting locally or in the cloud as an organizer.
      • Attendee Experience: Choose what you want to allow your attendees to do, such as share their webcam, or participate in the chat feature.
    7. Optional: From the Settings > Messaging tab, enable/disable Text to email forwarding or apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created.
    8. Optional: From the Settings > > Webinars tab, apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:
      • Audio: Choose which features you want to enable, such as allowing VOIP audio, allowing long distance or toll-free numbers to be dialed, or allowing custom conference calls.
      • Organizer Experience: Choose which features you want to enable, such as the ability to record and save the webinar, share webcams, or allow chat and our Q&A feature.
    9. Optional: From the Settings > Training tab, apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:
      • Audio: Choose which features you want to enable, such as allowing VOIP audio, allowing long distance or toll-free numbers to be dialed, or allowing custom conference calls.
      • Features: Choose which features you want to enable, such as the ability to record and save the training, share webcams, or allow attendees without the desktop app to join in a web browser.
    10. Optional: From the Settings > Assist tab, apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:
      • General: Choose which features you want to enable, such as the ability to remotely control a device, send files, or access unattended devices.
    11. Select Save.