How do I setup my account in the admin portal?

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 GoTo Admin. Choose your current admin experience for the applicable steps on this topic.

GoTo Admin

If you're an admin who signs in at https://admin.goto.com, these steps are for you.

Account setup

Sign in to GoTo Admin.
Select the icon to start setting up your account.
Complete the following steps:
1. Add locations
2. Order new phone numbers or transfer existing ones.
3. Register emergency locations
4. Create a dial plan
5. Set up routing for incoming calls
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.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

Account setup

Before you begin: You must be assigned the Admin or Super admin role to perform this task.

Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
Select Setup in the left sidebar.
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
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, select Orders in the left sidebar for updates.