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. From the Overview tab, you have the option to change the following:
      Overview settings Options
      Details Make changes to personal settings, such as role, language, and time zone.
      1. Select Edit IconEdit Details
      2. Make changes.
      3. Select Save.
      Devices Make changes to assigned devices.
      Note: A user can only be assigned to one device as the primary user.
      To assign a new device:
      1. Select + Assign device.
      2. Choose the device from the drop-down list.
      3. Select Assign.
      To unassign a device:
      1. Hover over the device.
      2. Select Three Dots Icon and choose Unassign device from the drop-down list.
      Custom Fields Make changes to custom fields:
      1. Select Edit IconEdit Custom Fields to make changes to any custom fields that have been created
      2. Select Manage custom fields to make changes to system-wide custom fields.
      User Groups Add or remove from user groups.
      To add the user to a user group:
      1. Select + Add to user groups.
      2. Choose an existing user group from the drop-down list.
      3. Select Add user.
        Note: To create a new user group, refer to How do I add a user group?
      To remove the user from a user group:
      1. Hover over the user group and select Remove Icon.
      Device Access Groups Select + Add to Device Access Group to make changes. The visibility of this setting depends on your license.
    4. From the Products tab, you have the option to manage which products a user can access.

      Tip: 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. From the Settings > Phones tab, you have the option to change the following:
      Phones settings Options
      General Choose the user's dialable username and password.
      Call Routing Choose the user's 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.
      Emergency services This feature is only available in the United States at this time.

      Choose the address and callback number for emergency services when this user dials 911. You can also choose a sub-location or override callback number if needed.

      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. From the Settings > Meetings tab, you have the option to 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:
      Meetings settings Options
      General Choose if the user can use backgrounds or display the attendee list during meetings.
      Audio Choose if you want to allow VoIP audio (requires mic and speakers), toll-free numbers, Call Me, custom audio, and long distance dialing permissions, and allow meetings to be started from the organizer's phone.
      Organizer Experience Choose if the user can record the meeting locally or in the cloud with transcriptions.
      Attendee Experience Choose what your user's attendees can do, such as share their webcam, control keyboard and mouse, join via Chrome, or participate in the chat feature.
    7. From the Settings > Messages tab, you have the option to 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:
      Messages settings Options
      Text to email forwarding Choose if you want to enable or disable text to email forwarding.
    8. From the Settings > > Webinars tab, you have the option to 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:
      Webinars settings Options
      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:
      Training settings Options
      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. From the Settings > Assist tab, you have the option to 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:
      Assist settings Options
      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.
    Results: