We recommend the following sequence of tasks to get started with the GoTo Admin Center (classic).

Step #1: Set up your account

• Create user groups to streamline user management in the future
• Create settings templates to make it easier to add users
• Create customized Welcome emails for new users
• Set up custom user fields if you want to track specific metrics for managing users

Step #2: Add users and manage their settings

• Add users manually, or set up automated provisioning for large accounts
• Configure account-wide settings for each product on your account
• Set up which product features each user has access to

Step #3: Analyze the account and activities

• Run reports on products, users, usage, and more
• See an activity history of all actions taken by admins on the account