1. Sign in to GoTo Admin.
2. 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.
3. 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. Note: A user can only be assigned to one device as the primary user. 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.

4. 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.
5. 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 line such as find me/follow me, recording, voicemail, and virtual fax settings.
   Dialing	Choose which types of numbers they can dial.
   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, such as hot desking, roaming, call parking permissions, or the ability to monitor calls and record prompts. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. Select Save.

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

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.

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Permissions in the left navigation menu.
3. From Prompts > Prompt Recording Permissions, choose the user or user group that needs prompt recording permissions.
4. Select Save.
5. 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.

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

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Users in the left navigation menu and then select the user that needs changes.
3. From General > Hot Desking, enable or disable Enable Hot Desking.
4. 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.
5. Select Save.

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

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Users in the left navigation menu and then choose the user that needs visual call parking access.
3. 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

4. Save your changes.

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

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Permissions in the left navigation menu.
3. From Dialing > Dialing Permissions > Who, choose the user or user group that needs dialing permissions.
4. 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.

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 . Select Save.

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

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Permissions in the left navigation menu.
3. From Dialing > Dialing Permissions , choose the user or user group that requires changes.
4. Check International 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 . Select Save to confirm.

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

1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
2. Select Permissions in the left navigation menu.
3. From General > General Permissions > Who, choose the user or user group that needs reporting permissions.
4. Check View reports from Permissions.
5. Optional: If a user needs to access the call recordings, check View Reports and then Access Call Recordings from Permissions.
6. Select Save.
7. 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.