How do I manage my account settings?

View and update your account settings as needed.

Before you begin: You must be assigned an Admin or Super admin role to perform this task.

Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.

GoTo Admin

If you're an admin who signs in at https://admin.goto.com, these steps are for you.

Manage account settings

Sign in to GoTo Admin.
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 welcome emails to new users by selecting Edit.
From Settings > Account > Account settings > Email templates, change the following:
- Select + Add template to add a new email template.
- Select to preview, edit, or delete your custom email templates.
  
  Note: These email templates will show up in the form when adding a new user.
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 to edit or delete your current custom fields.
  
  Note: These custom fields will show up in the activity and user status reports.
From Settings > Account > Account settings > Billing groups, change the following:
- Select + Add billing group to add a new billing group to your invoices. To learn more, refer to Add a billing group.
- Select a billing group and then select Edit details to change a billing group's name.
- Hover over an existing billing group and select the to delete.
- Select the to export a list of billing groups organized by devices or DIDs.
Note: This feature may not be available on your subscription plan.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

Manage my account settings

Sign in to GoTo Admin.
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 welcome emails to new users by selecting Edit.
From Settings > Account > Account settings > Email templates, change the following:
- Select + Add template to add a new email template.
- Select to preview, edit, or delete your custom email templates.
  
  Note: These email templates will show up in the form when adding a new user.
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 to edit or delete your current custom fields.
  
  Note: These custom fields will show up in the activity and user status reports.

Set system defaults

System settings define global preferences and defaults for your system.

Before you begin: You must be assigned the Super admin role to perform this task.

Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
Select System Settings in the left navigation menu.
Configure your system defaults.

Article last updated: 1 February, 2023