Manage account-wide settings in the admin portal

View and update your account settings as needed.

This article covers how to configure account-wide settings in the admin portal.

GoTo Admin

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

Sign in to GoTo Admin.
Select Settings from the left navigation menu.
Select Account settings from the left panel.
Choose from one of the tabs at the top of the page to configure their settings. Check out each section below to learn more about the settings you can configure under each tab.

Account settings

From the Settings > Account settings > Account settings page, you can configure the following settings:

General: View your account domain, choose or edit your account name, and choose the user status inactivity timer for your account.
Note: Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
Email customization: Choose what you want to display in your welcome emails to new users, like custom contact information and links to GoTo product support documentation.

Email templates

From the Settings > Account settings > Email templates page, you can create and manage custom welcome emails sent to new users. A default welcome email is already created for you if you don't want to create a new one.

Custom fields

From the Settings > Account settings > Custom fields page, you can set up custom fields to track specific users and their metrics. These fields appear in a user's Overview page, and in generated Activity and Users reports.

Billing groups

From the Settings > Account settings > Billing groups page, you can add and manage billing groups to sort your billable phone numbers, users, and devices by custom groups (e.g., location, department, accounting code, etc.) on your invoice. Visit Add a billing group and Manage billing groups to learn more.

PBX Administration (classic)

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

Manage my account settings

Sign in to PBX Administration (classic).
From Settings > Account > Account settings > Account Settings, change the following:
- General: View your account domain, choose or edit your account name, and choose the user status inactivity timer for your account.
  Note: Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
- Email Customization: Choose what settings you want to display on your outbound welcome emails to new users by selecting Edit.
From Settings > Account > Account settings > Email templates, change the following:
- Select + Add template to add a new email template.
- Select to preview, edit, or delete your custom email templates.
  
  Note: These email templates will show up in the form when adding a new user.
From Settings > Account > Account settings > Custom fields, change the following:
- Select + Add custom field to add a new field to your user's profiles.
- Select to edit or delete your current custom fields.
  
  Note: These custom fields will show up in the activity and user status reports.

Set system defaults

System settings define global preferences and defaults for your system.

Sign in to PBX Administration (classic).
Select System Settings in the left navigation menu.
Configure your system defaults.

Article last updated: 27 January, 2025