How do I change a user's settings?
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.
- If you're an admin who signs in at https://admin.goto.com, you are on the GoTo Admin.
- If you're an admin who signs in at https://my.jive.com/pbx, you are on the PBX Administration (classic).
GoTo Admin
You may want to create a settings template to quickly apply the same settings for all new users going forward.
PBX Administration (classic)
User settings
Below is a list of all the user settings and their descriptions.
General
Setting | Description |
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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 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. |
Description |
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Launches the user’s portal. |
Description |
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Lists the user groups the user belongs to. |
Description |
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Lists all devices assigned to the user. |
Setting | Description |
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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.
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Hot Desk Roaming Profile — Optional | Determines which device settings are used during hot desking.
Note:
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Description |
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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.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Permissions in the left navigation menu.
- From , 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.
Enable visual call parking for a user
Enable or change a user's visual call parking access.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Users in the left navigation menu and then choose the user that needs visual call parking access.
- From
, 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.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Permissions in the left navigation menu.
- From , 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.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Permissions in the left navigation menu.
- From , 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.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Permissions in the left navigation menu.
- From , 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.