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Change Manager Settings

Account-level managers can adjust team-level manager settings.

Modify login settings for a team manager

  1. Click Managers in the left-navigation.
  2. Use the search fields at the top of the Managers tab to find and select the desired team manager.
  3. On the Manager Details tab, modify the desired settings. Some additional login settings appear once a team manager has been saved, as follows:
    • Force password change (on next login) - Enable this check box to prompt the representative to select a new password when they first log in to their accounts.
    • User Initiated Password Reset - Allow representatives to reset their own passwords.
    • Force validation prompt - Enable this check box to prompt new representatives to validate their email addresses when they first log in to their accounts. Learn more.

Modify login settings for an API manager

  1. Click Managers > API Management in the left-navigation.
  2. Use the search fields at the top of the API User tab to find and select the desired API manager.
  3. On the API User Details tab, modify the desired settings. Some additional options settings appear once an API manager has been saved, as follows:
    • Authorized Application - This field shows the application was registered on the GoTo Developer Center.
    • Revoke Selected Applications - Clicking this button will stop calls from being made by the application (it deletes the authorization key for this application, making it invalid).
  4. Click Save Details when finished.

Assign team managers to teams/subteams (and their portals/subportals)

  1. Click Managers in the left-navigation.
  2. On the Managers tab, use the search field to find and select the check box(es) of the desired manager(s) (or create a new one).
  3. On the Manager Settings tab, click Teams and Subteams.
  4. On the Teams Managed tab, select the teams to which the manager should be assigned.
  5. Click Save Settings when finished.

Enable/disable Management Center features for a team manager

Note: These per-manager features must also be enabled on a pre-team basis in order for the manager to be able to use them.
  1. Click Managers in the left-navigation.
  2. Use the search fields at the top of the Managers tab to find and select the desired team manager.
  3. On the Manager Settings tab, click Team-Level Rights.
  4. Select from the following Management Center features and rights to which the manager should have access:
    • Add and Delete Subteams
    • Add and Delete Representatives
    • Edit Representative Name/Login
    • Edit Representative Password
    • Schedule Reports
    • Monthly Reports
    • Session Replay
    • Export Session Replay
    • Set Auto-Responses
    • Download Pre-install Application
    • Cancel Queries
    • Logout Representatives
    • Supervisor Viewing
    • Simultaneous Sessions
    • Disallow Portal Reports
    • Manage Business Hours
  5. Click Save Settings when finished.

Enable/disable HelpAlert features for a team manager

  1. Click Managers in the left-navigation.
  2. Use the search fields at the top of the Managers tab to find and select the desired team manager.
  3. On the Manager Settings tab, click Representative Controls.
  4. Select from the following Management Center and/or HelpAlert features and rights to which the manager should have access:
    • Management Center Access
    • Reboot/Reconnect
    • Reports
    • Mult-Session
    • Representative Screen Sharing
    • Session Replay
    • Export Session Replay
    • File Transfer Send
    • File Transfer Receive
    • Customer Screen Sharing
    Note: The "Management Center Access" feature must be enabled in order to enable/disable the "Reports" and "Session Replay" features. Additionally, the "Session Replay" feature must be enabled in order to enable/disable the "Export Session Replay" feature.
  5. Click Save Settings when finished.
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Article last updated: 27 September, 2022
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