How do I add a user?
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: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.
GoTo Admin
If you're an admin who signs in at https://admin.goto.com, these steps are for you.
Add a user in GoTo Admin
Before you begin:
- You must be a Super admin to add new users with an Admin role/permission assigned to them.
- If you want to automatically apply pre-set product settings to new users, you will need to create a product settings template prior to this task.
- If you want to add your new user(s) to a user group, you will need to have created a user group prior to performing this task.
- 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, the default welcome email will be sent.
When you add a user by performing this task, they will automatically have a direct extension and voicemail box created for them. Once they accept their email invitation, they can download and sign in to our softphone app on their mobile phone or desktop. If they want to use a physical phone, you will need to
add that device to your account after creating the user.
What to do next:
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)
If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.
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 be assigned the 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 be assigned the 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: 5 October, 2023