HELP FILE
How do I add a user?
Add a new user to your account with product licenses, permissions role, basic settings, and then send them a welcome email to get started!
- You must be a super admin to add new users with an admin role/permissions assigned to them.
- If you want to automatically apply product settings to new users, you will need to create a product settings template prior to this task.
- If you want to send a custom welcome email to your new users, you will need to customize your email templates in Account settings before adding users.
Send the new user the
Getting Started Guide for Users to help get them acquainted with the
GoTo app. If they are using a physical phone, send them the appropriate
phone guide for their device. Users can visit the specific
product support sites for help with other products as needed.