How do I create a settings template in GoTo Admin? - GoTo Connect Support

How do I create a settings template in GoTo Admin?

Create a settings template to quickly apply product settings to new users as they are added.

Note: To make changes for existing users, view How do I change a user's settings?

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

Sign in to GoTo Admin.
From Settings, select Settings templates.
Select the + Add template on the top right.
Enter a name for the new template and select Save.
Select the template you just created.
Choose a tab to view a list of available settings.
Enable the feature settings as needed for this template.
- If applicable, select Edit to access additional customizations.
- If applicable, select the lock icon to enable or disable users from changing a feature setting.
Select Save to update the template.

What to do next: You can now apply this template when adding new users to your account.

Article last updated: 22 December, 2023