How do I change a user's settings?

Update your user's products, settings, and permissions as needed.

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

You may want to create a settings template to quickly apply the same settings for all new users going forward.

If multiple product licenses are assigned to your account, the product setting bubbles will display for each user, regardless if the user is actually assigned to the products or not. If you assign one of these licenses to the user later on, the settings configured here will be applied automatically.

GoTo Admin

You may want to create a settings template to quickly apply the same settings for all new users going forward.

Sign in to GoTo Admin.
From People > Users, select the user who needs changes made.

Tip: While on any tab in a user's profile, you can select on the top-right to make changes to the Overview page or delete the user. Use the breadcrumbs in the top-left to go back to the main list.

From the Overview tab, you have the option to change the following:

Metric card	Options
Details	Make changes to personal settings, such as role, language, and time zone. Select Edit Details Make changes. Select Save.
Devices	Make changes to assigned devices. Watch video To assign a new device: Select + Assign device. Choose the device from the drop-down list. Select Assign. To unassign a device: Hover over the device. Select and choose Unassign device from the drop-down list.
Custom fields	Make changes to custom fields: Select Edit Custom Fields to make changes to any custom fields that have been created Select Manage custom fields to make changes to system-wide custom fields.
User groups	Add or remove from user groups. To add the user to a user group: Select + Add to user groups. Choose an existing user group from the drop-down list. Select Add user. Note: To create a new user group, refer to How do I add a user group? To remove the user from a user group: Hover over the user group and select .
Device groups	Select + Add to device access group to make changes. The visibility of this setting depends on the user's product license.
Billed resources	Choose a billing group from the drop-down list. If you need to create a new billing group, refer to Add a billing group. The visibility of this setting depends on the user's product license.

From the Products tab, you have the option to add or remove a user's subscription. This action will change the quantity of licenses available for your account. Learn more about managing product licenses.

Tip: Depending on the license, you may have the ability to control the nested licenses separately.

From the Settings > Phones tab, you have the option to change the following:

Phones settings	Options
General	Choose the user's dialable username and password.
Call Routing	Choose the user's primary and secondary extensions. Select Edit settings to change settings on the user's extension such as find me/follow me, recording, voicemail, and virtual fax settings.
Dialing	Choose which types of numbers they can dial. Watch video
Emergency services	This feature is only available in the United States at this time. Choose the address and callback number for emergency services when this user dials 911. You can also choose a sub-location or override callback number if needed.
Advanced	Choose which other features you want to allow the user to access Hot desking. Watch video Roaming profile. Manage prompt recordings. Call monitoring. Watch video Call parking permission. Tip: If enabling user monitoring, you can choose if you want users to have access to monitor all users or only specific users in Settings > Phones > Calls > User monitoring permissions scope.

From the Settings > Meetings tab, you have the option to apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:

Meetings settings	Options
General	Choose if the user can use backgrounds or display the attendee list during meetings.
Audio	Choose if you want to allow VoIP audio (requires mic and speakers), toll-free numbers, Call Me, custom audio, and long distance dialing permissions, and allow meetings to be started from the organizer's phone.
Organizer Experience	Choose if the user can record the meeting locally or in the cloud with transcriptions and/or share and collaborate on Miro boards with their attendees.
Attendee Experience	Choose what your user's attendees can do, such as share their webcam, control keyboard and mouse, join via web browser, participate in the chat feature, or allow audio reactions.

From the Settings > Messages tab, you have the option to apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:

Messages settings	Options
Text to email forwarding	Choose if you want to enable or disable text to email forwarding.

From the Settings > > Webinars tab, you have the option to apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:

Webinars settings	Options
Audio	Choose which features you want to enable, such as allowing VOIP audio, allowing long distance or toll-free numbers to be dialed, or allowing custom conference calls.
Organizer Experience	Choose which features you want to enable, such as the ability to record and save the webinar, share webcams, or allow chat and our Q&A feature.

Optional: From the Settings > Training tab, apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:

Training settings	Options
Audio	Choose which features you want to enable, such as allowing VOIP audio, allowing long distance or toll-free numbers to be dialed, or allowing custom conference calls.
Features	Choose which features you want to enable, such as the ability to record and save the training, share webcams, or allow attendees without the desktop app to join in a web browser.

From the Settings > Assist tab, you have the option to apply a product settings template by selecting the Apply template button to choose from a list of templates you have previously created or change the following:

Assist settings	Options
General	Choose which features you want to enable, such as the ability to remotely control a device, send files, or access unattended devices.

Select Save.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

User settings

Below is a list of all the user settings and their descriptions.

General

**Identity**
Setting	Description
First Name — Optional	User's first name.
Last Name	User's last name.
Set Email Address	Only displayed when a user is created without an email initially. Toggle on to complete the email field.
Email	Email address used for login, voicemail notification emails, receiving virtual faxes, etc. User can optionally override this email address from GoTo.
Dialable Username	Numerical username used for one touch activation and permission-based tasks such as recording directory names and sound clips, making international calls, and call monitoring.
Dialable Password — Optional	Numerical password of at least four digits (default `0000`) used with the dialable username. This password is different from the user’s voicemail password.
Allow Web Login	Allows a user to sign in to all GoTo apps. Email is required.

**End User Portal**
Description
Launches the user’s portal.

**Group Membership**
Description
Lists the user groups the user belongs to.

**User's Devices**
Description
Lists all devices assigned to the user.

**Hot Desking**
Setting	Description
Enable Hot Desking — Optional	Allows a user to load their extension settings to a shared phone and use it as their own (make/receive calls and check voicemail). Note: Supported on Cisco MPP, Polycom, and Yealink only. Note: Not all phones support this feature.
Hot Desk Roaming Profile — Optional	Determines which device settings are used during hot desking. Note: If you do not select a profile, the first device listed under User’s Devices is used. You can only choose from devices assigned to the current user or any devices without an assigned user.

**User's Products**
Description
Shows you if a user has a license to the Connect Bundle.

Give a user and user group prompt recording permissions

Give users or user groups prompt recording permissions to record sound clips and other users’ directory names on the system. To maintain consistency and control, this is usually limited to a select number of people.

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

Sign in to PBX Administration (classic).
Select Permissions in the left navigation menu.
From Prompts > Prompt Recording Permissions, choose the user or user group that needs prompt recording permissions.
Select Save.
Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select . Select Save.

Turn hot desking on/off

Load your employee's extension settings to a shared phone so they can use it as their own, regardless of where they physically sit.

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

Note: Supported on Cisco MPP, Polycom, and Yealink only.

Note: Not all phones support this feature.

Sign in to PBX Administration (classic).
Select Users in the left navigation menu and then select the user that needs changes.
From General > Hot Desking, enable or disable Enable Hot Desking.
Optional: If enabling, choose a Hot Desk Roaming Profile to determine which device settings are used.
Note:
- If you do not select a profile, the first device listed under User's Devices is used.
- You can only choose from devices assigned to the current user or any devices without a designated user.
Select Save.

What to do next: Hot desking is enabled by default on all phones, but you can verify this from Devices > Choose the Device > Hardware > Enable Hot Desking.

Enable visual call parking for a user

Enable or change a user's visual call parking access.

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

Sign in to PBX Administration (classic).
Select Users in the left navigation menu and then choose the user that needs visual call parking access.

From General > Identity, select one of the following options from Call Parking Permission:

Option	Description
Don't have access	The user's view will be limited to the details of calls they have parked. The user won't be able to view which call parking spots are in use on your system. The user can park and unpark calls.
View busy call parking spots only with no call details	The user can view all currently used parking spots on your system along with the following: Parking spot number How long the call has been parked Note: This is the default option for all users.
View all busy call parking spots with full call detail	The user can view all currently used parking spots on your system along with the following: Parking spot number How long the call has been parked The caller's name and/or phone number The user who parked the call

Save your changes.

Give a user and user group dialing permissions

Give a user or user group dialing permissions to determine what types of outbound calls users can make from their phone.

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

Sign in to PBX Administration (classic).
Select Permissions in the left navigation menu.
From Dialing > Dialing Permissions > Who, choose the user or user group that needs dialing permissions.

Check all necessary dialing Permissions:

Option	Description
Internal	Users can dial internal extensions.
Local	Users can dial local numbers inside the area code defined on their line.
Domestic long distance	Users can dial long distance numbers (including toll free numbers) outside the area code defined on their line, but within their country. Note: This permission may not be applicable to all countries.
Domestic mobile	Users can dial mobile numbers. This allows user permission control in countries where it is more expensive to call mobile phones. Note: This permission may not be applicable to all countries.
International	Users can dial international numbers outside the region defined on their line; including US Territories and Foreign States. See our international rates.
Toll numbers	Users can dial numbers that assess per-minute charges (e.g., `1-900` numbers).
Malicious area codes	Users can dial international numbers that are listed under NANPA (i.e., they are ten-digit dialable). These have extremely high per-minute rates and are often involved in scams.

Select Save.
Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select . Select Save.

Give a user and user group international dialing permissions

Users that need to call numbers outside the region defined on their line (including US Territories and foreign States) will need international dialing permissions.

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

See our international rates

Sign in to PBX Administration (classic).
Select Permissions in the left navigation menu.
From Dialing > Dialing Permissions , choose the user or user group that requires changes.
Check International Permissions.
Select Save.
Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select . Select Save to confirm.

Give a user and user group reporting permissions

Give users or user groups reporting permissions to analyze call performance and to access system call reports and analytics.

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

Sign in to PBX Administration (classic).
Select Permissions in the left navigation menu.
From General > General Permissions > Who, choose the user or user group that needs reporting permissions.
Check View reports from Permissions.
Optional: If a user needs to access the call recordings, check View Reports and then Access Call Recordings from Permissions.
Select Save.
Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select . Select Save.

Article last updated: 11 March, 2025