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Change a user's role in the admin portal

You can update a user's role as needed so they have the appropriate permissions in the admin portal.

GoTo Admin

Before you begin: You must have an admin or super admin role to perform this task.
  • These changes can also be made under People > Roles & permissions by adding the user to a different role.
  • If you need to change the role for a user group, refer to Change a user group's settings to learn more.

Change a user's role

  1. Sign in to GoTo Admin.
  2. Select People icon People from the left navigation menu.
  3. Select Users from the left panel.
  4. Search for and select the desired user from the table.
  5. Under theOverview > Details section, select Edit details. This will open the Edit user details window.
  6. Under Admin role, choose the role you want to give that user.
  7. If you want to notify the user of their change in roll, check the Send notification email box at the bottom of the window.
  8. Select Save.

PBX Administration (classic)

Before you begin: You must have an admin or super admin role to perform this task.

Give admin permissions

Give a user or user group admin permissions to have access to modify everything in your system except for permissions.

A user group can only be nested under one parent group.
  1. Sign in to PBX Administration (classic).
  2. Select User Groups in the left navigation menu and then choose the Administrators user group.
  3. Make sure this group has Configure PBX permissions.
  4. From Members, select the user or user group that needs admin permissions.
  5. Save your changes.
  6. Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon. Save your changes.

Give super admin permissions

Give a user or user group super admin permissions to have full access to your system; including permissions, reporting, billing, and Contact Center.

  1. Sign in to PBX Administration (classic).
  2. Select Permissions in the left navigation menu.
  3. From General > General Permissions > Who, choose the user or user group that needs super admin permissions.
    If you remove yourself from as a super admin, a super admin or support will need to add you again.
  4. Check Super administrator from Permissions.
  5. Select Save.
  6. Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon. Select Save.
Article last updated: 29 January, 2025
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