Add a user in the admin portal
Manually add new user(s) to your account with product licenses, permissions role, basic settings, and then send them a welcome email to get started!
Important: We're in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.
- If you're an admin who signs in at https://admin.goto.com, you use GoTo Admin.
- If you're an admin who signs in at https://my.jive.com/pbx, you use PBX Administration (classic).
GoTo Admin
Before you begin:
- You must have an admin or super admin role to perform this task.
- If you want to automatically apply pre-set product settings to new users, you will need to create a product settings template prior to adding users.
- If you want to add your new user(s) to a user group, you will need to create a user group before adding the user.
- If you want to send a custom welcome email to your new users, you will need to customize your email templates in Account settings before adding users. Otherwise you can send a default welcome email.
When you add a new user, a direct extension and voicemail box will be created for them. Once the user accepts their email invitation, they can download and sign in to the
GoTo app on their mobile phone or desktop. If they want to use a physical phone, you will need to add a device and assign it to that user.
What to do next: If you want to update a specific user's settings, visit
Change a user's settings to learn more.
Send the new user the Getting Started Guide for Users to help get them acquainted with the GoTo app. If they are using a physical phone, send them the appropriate phone guide for their device. Users can visit the specific product support sites for help with other products as needed.
PBX Administration (classic)
Create a user
Create a standalone user or a user with a line and device - whether that's a deskphone or a softphone.
Before you begin: You must have an admin or super admin
role to perform this task.
Attention: This action creates a new billable device if you select an option under User and Device Settings. If you have purchased the Connect Bundle, this process will also auto-generate your user license for GoTo Meeting.
What to do next: To bring your user and their phone to life, have them
register their email and then route a phone number to their line, add the user into a
user group, add their line into a dial plan, give the user various
permissions, or set them up with
the mobile or desktop app.
Enable login for a user
Enable web login for a user so they can customize their settings, use our softphone apps, and access other tools.
Before you begin: You must have an admin or super admin
role to perform this task.
What to do next: Instruct your new user to
register their email address.
Article last updated: 29 January, 2025