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  • Configure Provisioning for GoTo Products Using OneLogin
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Step #4: Configure Provisioning Rules for Product Groups

Next, you need to configure each newly populated group in the GoTo Admin Center (classic) with a product provisioning rule (i.e., User Sync rule).

The steps below are performed in the GoTo Admin Center (classic).
  1. Sign in to the GoTo Admin Center (classic) at https://admin.logmeininc.com.
  2. Select User Sync in the left navigation.
  3. Select Create your first rule or Add rule.
  4. Under the Select a group from your company directory section, use the drop-down menu to select your desired directory group for which this rule will apply. If desired, you can add notes about this directory group in the Description field.
    Note:  Directory groups are user groups in your GoTo directory that are populated by either running the ADC service or groups that were pushed via SCIM provisioning from third-party providers (e.g., Okta, OneLogin, etc.).
    Add Rule view
  5. Under Products, check the box next to each product to assign to these users within your selected directory group.
  6. If this directory group doesn't have admin or manager privileges, move on to Step #7. Otherwise, check the Administrator for this Account box, then choose one of the following options:
    • Select Full access to all account privileges to grant full admin permissions.
    • Select Manager for specified group(s) with limited privileges to customize admin permissions as follows:
    1. Privileges: Click the list of privileges hyperlink, check the box(es) to apply your desired permissions, then click Apply.
    2. Groups: Click None Selected, select one or more user groups to which your entered user(s) will be assigned, then click Apply.
  7. Under User Details, use the drop-down menu to select one of the following options:
    • A customized Welcome email template. Once selected, you can choose from Preview, Edit, or Delete.
    • Select Create New Template to make a new one – if selected, you will remain on this page and keep your changes.
    • Select Default Welcome Email template, then Preview to display its contents.
  8. Next, select a default language for your directory group, which will display the following in your selected language:
    • Welcome email
    • All product web app pages
    • If applicable, the app that you download and install to host meetings
    Note:  An active user can change their own default language settings at any time.
  9. Next, select a user group that you have created or No Group. Learn how to create a user group.
  10. Use the drop-down menu to select a default settings template you have already created, or select Default. A settings template is a specific profile that you can create to apply a set of default feature settings (per product within your account) to a directory group (e.g., disabling the ability to record GoTo Meeting sessions for all organizers within a directory group). Learn how to create a user settings template.
  11. Select Save if you are finished, or select Save & add another to save and open new settings for your next directory group.
    Tip: If you have more than one rule, you will need to prioritize them.

    Result: You have created and configured your User Sync rules.

What to do next: If you have multiple rules, you can select and drag each rule in the "Re-order" column to adjust the prioritization of the order in which the rules apply. The rule with the highest ranking (i.e., lowest priority rule number) takes precedence over subsequent rules, meaning Rule #1 takes priority over Rule #2.
Parent article: Configure Provisioning for GoTo Products Using OneLogin
Previous article: Step #3: Create Rules and Roles for Assignment
Next article: Step #5: Enable and Run User Sync

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