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. To manage users with the Admin role, you must be assigned the Super admin role.
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
People > Roles & permissions > User roles, 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 Users. Next, select Add _____from the drop-down menu button on the top right. 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 by selectin g People and then the Users 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.
Article last updated: 10 January, 2024