Use the products tab to view a list of all of your products, the total amount of licenses you have, and the associated capabilities each product gives your users.
Before you begin: You must be assigned an Admin or Super admin
role to perform this task.
- Sign in to GoTo Admin.
- Select , to view your products, licenses, and associated capabilities.
- To add a new license, you must be assigned the Super admin role and have a credit card on file.
- Select the + Add licenses button on the top-right.
Attention: You might not have the + Add licenses button. If you do not see this option, please contact your Sales Representative directly to add additional product licenses or capabilities.
- You can also add a new user and a license will be added.
Result: This will start the process of connecting you with Sales to upgrade your licenses. It may take up to 48 hours for your new licenses to appear.
- To edit or remove a license assigned to a user:
- Select , and then select the user who needs changes made.
- From the Products tab, manage which products that user can access by enabling or disabling the Subscription setting.
Note: If you remove a GoTo Connect product license from a user with a phone configured, the phone's configuration will be saved in the system for up to 7 days in case of an accidental mistake. You will be able to recover the user's phone configuration by re-adding the user's product license within 7 days.
- To remove a Contact Center license assigned to a user:
Important: Removing a GoTo Connect Standard license from a user does not remove the user's Contact Center license. You must manually remove the user from all call queues, outbound queues, and inbox queues they are assigned to so those users are not billed for a Contact Center license.
- From the left navigation, select .
- Begin with selecting Call queues.
- Select the desired queue(s).
- Within each queue, select the Supervisor and Agent tab.
- Search for the user. If the user is listed, select the blue "X" in the Unassign column to remove the user from the queue.
- Repeat steps 6b-6e for Inbox queues and Outbound queues.