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How do I change a user's settings in GoTo Admin?

    Update your user's products, settings, and permissions as needed.
    Before you begin: You must be assigned an admin or Super admin role to perform this task.

    You may want to create a settings template to quickly apply the same settings for all new users going forward.

    If multiple product licenses are assigned to your account, the product setting bubbles will display for each user, regardless if the user is actually assigned to the products or not. If you assign one of these licenses to the user later on, the settings configured here will be applied automatically.
    1. Sign in to GoTo Admin.
    2. From People > Users, select the user who needs changes made.
      Tip: While on any tab in a user's profile, you can select Three Dots Icon on the top-right to make changes to the Overview page or delete the user. Use the breadcrumbs in the top-left to go back to the main list.
    3. From the Overview tab, you have the option to change the following:
      Metric card Options
      Details Make changes to personal settings, such as role, language, and time zone.
      1. Select Edit IconEdit Details
      2. Make changes.
      3. Select Save.
      Custom fields Make changes to custom fields:
      1. Select Edit IconEdit Custom Fields to make changes to any custom fields that have been created
      2. Select Manage custom fields to make changes to system-wide custom fields.
      User groups Add or remove from user groups.
      To add the user to a user group:
      1. Select + Add to user groups.
      2. Choose an existing user group from the drop-down list.
      3. Select Add user.
        Note: To create a new user group, refer to How do I add a user group?
      To remove the user from a user group:
      1. Hover over the user group and select Remove Icon.
      Device groups Select + Add to device access group to make changes. The visibility of this setting depends on the user's product license.
    4. From the Products tab, you have the option to add or remove a user's subscription. This action will change the quantity of licenses available for your account. Learn more about managing product licenses.
      Tip: Depending on the license, you may have the ability to control the nested licenses separately.
    5. From the Settings > Camera Share tab, change the following:
      • General: Choose which features you want to enable, such as the ability to record camera share sessions, create screen captures during camera share sessions, or use VoIP audio as a connection during camera share sessions.
    6. From the Settings > Remote support tab, you can set different user permissions for managed sessions, RMM features, device management and instant support sessions.
      • Instant support sessions: Enable or disable instant support sessions inside the GoTo Resolve Console.
        • When enabled, admins can customize sub-features, such as the ability to remote control end user devices or send and receive files by enabling or disabling features as needed.
        • When disabled, the agent won't have access to the Devices page in the GoTo Resolve Agent Console.
      • Manage device access and administration: Enable or disable agent permissions for access and administration of managed devices.
        • When enabled, you can customize specific features, such as accessing attended and unattended devices, terminal access, remote execution, and managing files from managed devices.
        • When disabled, the agent won't have access to the Support page in the GoTo Resolve Agent Console.
      • Remote monitoring and management (RMM): Enable or disable individual settings to allow agents to manage alerts, install updates and patches on managed devices, and manage antivirus software on managed devices.
      • Device management: Enable or disable individual settings to allow agents to add new managed devices, remove managed devices, and manage device groups even if they have not been assigned the Admin or Super admin role.
    7. Select Save.
    Article last updated: 8 May, 2023