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How do I manage my account settings in GoTo Admin?

View and update your account settings as needed.
  1. Sign in to GoTo Admin.
  2. From Settings > Account > Account settings > Account Settings, change the following:
    • General: View your account domain, choose or edit your account name, and choose the user status inactivity timer for your account.
      Note: Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
    • Email Customization: Choose what settings you want to display on your outbound welcome emails to new users by selecting Edit.
  3. From Settings > Account > Account settings > Email templates, change the following:
    • Select + Add template to add a new email template.
    • Select Three Dots Icon to preview, edit, or delete your custom email templates.
      Note: These email templates will show up in the form when adding a new user.
  4. From Settings > Account > Account settings > Custom fields, change the following:
    • Select + Add custom field to add a new field to your user's profiles.
    • Select Three Dots Icon to edit or delete your current custom fields.
      Note: These custom fields will show up in the activity and user status reports.
  5. From Settings > Account > Account settings > Billing groups, change the following:
    • Select + Add billing group to add a new billing group to your invoices. To learn more, refer to Add a billing group.
    • Select a billing group and then select Edit IconEdit details to change a billing group's name.
    • Hover over an existing billing group and select the Trash Can Icon to delete.
    • Select the Download Icon to export a list of billing groups organized by devices or DIDs.
    Note: This feature may not be available on your subscription plan.
Article last updated: 1 February, 2023