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How do I manage my roles in GoTo Admin?

Add users to system-generated and custom roles, and add, edit or delete custom roles to match your company needs.
Before you begin: You must be assigned an Admin or Super admin role to perform this task.
There are default system-generated roles with set permissions that cannot be changed or deleted, refer to What is the difference between a role and a permission? to learn more. If you need a different set of permissions than the ones in the default system-generated roles of Super admin, Admin, and Member, you can create custom roles with your own permissions based on your company's needs.
  1. Sign in to GoTo Admin.
  2. From People > Roles & permissions > User roles, view a list of all your roles (including system-generated roles).
  3. Optional: Select Table Settings Icon to customize the table settings in this overview.
  4. Choose what you want to do:
    Option How-to
    Create a custom role Select + Create role, enable the desired permissions for the role, and then select Create role.
    Add a user to a role Choose the role and select Users > Add _____ from the drop-down menu button on the top right navigation menu. If the user has already been created in your account, choose Add user, choose the user from the drop-down list, and then select Save. If this will be a new user to your account and will require a product license, choose Invite new user and continue with steps from How do I add a user?
    Tip: You can also make bulk changes to user roles from the People > Users tab. Select the checkbox next to the desired users and then select the Three Dots Icon > Change role option.
    Rename a custom role Choose the custom role and select Overview > Details > Edit IconEdit details. Edit the name and select Save.
    Edit or view a custom role's permissions Choose the custom role and select Overview > Permissions. If making changes, enable or disable the settings, and then select Save.
    Note: Permission changes cannot be made to system-generated roles of Super admin, Admin, and Member.
    Delete a custom role Hover over the role and select Trash Can Icon
    Note: System-generated roles of Super admin, Admin, and Member cannot be deleted.