Access the GoTo Admin Center (classic) to set up User Sync rules that will assign GoTo product seats to your users via group memberships.
- Sign in to the GoTo Admin Center (classic) at https://admin.logmeininc.com.
- Select User Sync in the left navigation.
- Select Create your first rule or Add rule.
- 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.).
- Under Products, check the box next to each product to assign to these users within your selected directory group.
- 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:
- Privileges: Click the list of privileges hyperlink, check the box(es) to apply your desired permissions, then click Apply.
- Groups: Click None Selected, select one or more user groups to which your entered user(s) will be assigned, then click Apply.
- 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.
- 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
- Next, select a user group that you have created or No Group. Learn how to create a user group.
- If your directory group is enabled to use GoToAssist Remote Support v4 and/or GoToAssist Remote Support v5 and you want to assign device group(s), click None Selected to open a list, then check the box(es) of device group(s) that you want to apply to this directory group of users. Learn more about how to create a device group.
- 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.
- 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.
Results: You have successfully set up automated provisioning and single sign-on using Okta as your Identity Provider.