HELP FILE

How do I manage my account settings?

    View and update your account settings as needed.
    1. If you are not already, sign in to your admin portal.
    2. From Settings > Account > Account settings > Account Settings, change the following:
      • General: View your account domain, choose or edit your account name, and choose the user status inactivity timer for your account.
        Note: Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
      • Email Customization: Choose what settings you want to display on your outbound emails by selecting Edit.
    3. From Settings > Account > Account settings > Email templates, change the following:
      • Select + Add template to add a new email template.
      • Select Three Dots Icon to preview, edit, or delete your custom email templates.
        Note: These email templates will show up in the form when adding a new user.
    4. From Settings > Account > Account settings > Custom fields, change the following:
      • Select + Add custom field to add a new field to your user's profiles.
      • Select Three Dots Icon to edit or delete your current custom fields.
        Note: These custom fields will show up in the activity and user status reports.