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.
- Sign in to GoTo Admin.
- From , view a list of all your roles (including system-generated roles).
- Optional: Select
to customize the table settings in this overview. - 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 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 tab. Select the checkbox next to the desired users and then select the
> Change role option.
Rename a custom role Choose the custom role and select Overview > Details > 
Edit details. Edit the name and select Save.Edit or view a custom role's permissions Choose the custom role and select . 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 
Note: System-generated roles of Super admin, Admin, and Member cannot be deleted.
