How do I create a settings template in GoTo Admin? - GoTo Admin Support

How do I create a settings template in GoTo Admin?

Create a settings template to quickly apply product settings to new users as they are added.

Note: To make changes for existing users, view How do I change a user's settings?

Sign in to GoTo Admin.
From Settings, select Settings templates.
Select the + Add template on the top right.
Enter a name for the new template and select Save.
Select the template you just created.
Select a product in the top navigation menu to view a list of available settings.
Toggle the on/off switches to set the feature settings you want to enable/disable for this template.
- If applicable, select Edit to access additional customizations.
- Select the lock icon to enable or disable users from changing a feature setting.
Select Save to update the template.

What to do next: You can now apply this template when adding new users to your account.

Article last updated: 10 May, 2023

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