How do I setup my account?

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

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. Contact Customer Support if you need to change the address associated with the phone number(s). This will show as completed when the carrier finishes adding the information to their records.

    4. Create a dial plan
    5. Route your phone numbers
What to do next: Make sure your phone of choice is setup. You can use GoToConnect mobile, web, or a deskphone. If you placed an equipment order, click Orders in the left sidebar for updates.