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: 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).
- If you're an admin who signs in at https://admin.logmeininc.com, you use GoTo Admin Center (classic).
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.
- From
People > Users, select
Add user on the top-right. - Choose products for the people you want to invite by selecting the product checkboxes and then select Next. You can skip this step if you are adding an administrative user(s) without products.
Tip:- Remember to expand the product for additional settings.
- If you are adding multiple new users and they will need different products or settings, you will need to invite them separately.
- If you do not have a product license available, refer to How do I manage my product licenses?
- Enter the new user's name and business email address. If multiple users will have the same configuration of products and roles, you can select + Add another user or Import from CSV.
Important: Verify the email address you've entered is correct. You cannot change the email address later.Note:
- Only 100 users at a time can be imported from a CSV. If you need to import more than 100 users, you will need to import them in additional CSV files.
- If you are adding users via CSV import, please note this process takes approximately 24 hours before new users are reflected in GoTo Admin.
- GoTo Partners will also have options to import directly from available PSA providers.
- New users with a GoTo Connect license may also have fields available to choose an extension, emergency location, phone number and texting for that phone number (if there are unassigned phone numbers available).
Important:
DEADLINE: Starting December 1, 2024, United States carriers will block all unregistered SMS. Don’t wait - complete SMS registration immediately to avoid disruption to your service.
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)
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
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