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Set Up Automated User and Product Provisioning

Provisioning is the process of creating user accounts and assigning and/or revoking access to products to those user accounts. Smaller companies use the GoTo Admin Center (classic) to manually provision users, but as the number of users increases, or if there are large shifts in product usage and/or users (due to acquisitions, turnover rates, changes in roles, etc.), it makes sense to use an automated provisioning method to facilitate these changes.

Before you begin...

If you do not plan on setting up the Active Directory Connector v2 as your automated provisioning method, you can skip to Step #3.

Step #1: Set up an organization (for ADC v2 only)

Create your organization by verifying at least one domain used by your company.

Step #2: Provision an organization admin with a OpenVoice admin role (for ADC v2 only)

Assign a GoTo product admin role via the GoTo Admin Center (classic) to your current organization admin, or add a new organization admin and provision them with a product admin role. In order to proceed, you must have at least one organization admin who is also a product admin, and the domain of their email address must match at least one of the verified domain(s) that you set up in Step #1.

Step #3: Configure an automated provisioning option

Set up one of our automated provisioning options for creating and managing your users and their product access.

Step #4: View your users in the GoTo Admin Center (classic)

You're all set! Once automated provisioning is set up, your users will begin populating in the GoTo Admin Center (classic). Each newly added user will receive a Welcome email that contains their email address and a link that will allow them to create an account password to sign in to their OpenVoice account.

Article last updated: 14 August, 2023