Assign a user group manager in GoTo Admin

Assign a designated user as a user group manager to allow them to edit and manage users within their group.

Before you begin: You must be assigned an Admin or Super admin role to perform this task.

Assign a new or an existing user as a user group manager. Once an Admin assigns a user group manager to a user group, they will have access to permissions over their direct reports in both the GoTo Admin portal and call reports:

User group managers will only see a filtered list of their direct reports in the Users section in the GoTo Admin portal.
User group managers will only see their own calls and their direct report's calls in the call reports portal.

Admins can also customize the user group manager's role permissions to specify additional actions the user group manager can and cannot do within their group.

Sign in to GoTo Admin.
Select People > User groups.
Select a user group.
From the top right, select Assign managers.

Important: Only users who are assigned a custom role can be assigned as a user group manager. Super admins, Admins, and Member roles cannot be assigned as a user group manager.
From the drop-down, select a user to assign them as the user group manager.

Tip: Multiple users can be selected if you would like multiple user group managers.
Select Assign to group.

Article last updated: 18 January, 2024

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