How do I setup my account?

Use this quick and easy setup tool to get started if you have less than 50 seats.

Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new admin experience. The article below is meant for admins who use to administrate their account. If you're an admin who uses, please visit our GoTo Admin support site for help.
Before you begin: You must have admin or super admin permissions.
  1. Log in at
  2. Click Setup in the left sidebar.
  3. Complete the following steps:
    1. Add your locations
    2. Order new phone numbers or transfer existing ones
    3. Register emergency locations

      Note: This is automatically done when buying or transferring a phone number and will show as completed when the carrier finishes adding the information to their records.

    4. Create a dial plan
    5. Route your phone numbers
  4. Set up your phone of choice. You can use the desktop or mobile app, or a deskphone.

    CAUTION: If you choose to use a deskphone, please click here and follow steps 1-3 under Deauthorize unapproved networks to learn how to secure your network once your phones have been provisioned. By default, we allow provisioning from all networks on newly created accounts so that you can successfully connect any existing phones. Once that process is done however, this setting needs to be turned off so that unauthorized users cannot add phones to your account and make calls.

What to do next: If you placed an equipment order or initiated a port request, click Orders in the left sidebar for updates.