HELP FILE

Understand Session and Account Roles

    Review these GoTo Training roles. If you are part of a multi-user account (i.e., account with more than one organizer), you could potentially hold one or more of the listed roles below. If you are part of a single-user account, you hold all the roles (i.e., you are also the billing admin and can manage your account and product settings from within your account rather than the Admin Center

    View session roles

    Organizer

    This is the basic user role for an account. An organizer has a GoTo Training account and manages and hosts sessions that attendees can then join. Organizers have control of all in-session features including starting, recording, and ending the webinar. While scheduling a session, an organizer can designate other attendees to be organizers . During a session, the scheduling organizer is the default presenter and may either begin presenting or pass the presenter controls to another organizer .

    Co-organizer

    An organizer can add co-organizers to their sessions before or during a session, allowing them to have access to some organizer tools and features and to help with facilitating sessions. Although co-organizers can access all the same in-session features as the organizer, they do not have access to post-session features like reporting, archiving recordings, and follow-up emails.

    Presenter

    A presenter is the person who is sharing their screen with the audience. The GoTo Training organizer is always designated as the initial presenter but the presenter role can be easily passed to another organizer or attendee. Presenters may also give other organizers the ability to control their keyboard and mouse.

    Attendee

    Attendees do not need an account with GoTo Training to join an organizer's session. They do not have or need any login information and have very limited control once in session. By default, attendees can view the presenter's screen and may remotely control the presenter's computer screen if given the privilege. They may optionally chat with other attendees, use Drawing Tools and view the Attendee list.

    View account roles

    Account administrator

    The account administrators are organizers with special privilege and access to the Admin Center where they can add and manage the organizers in the account. They can also update product settings and manage reports for the account. Note that there is no limit to how many organizers can be account admins for any given account.

    Billing contact

    The billing contact is an account administrator with special privilege to the account's subscription plan. They can change plans, modify the billing information and manage other account settings. Note that only one account admin can be the billing admin for any given account.

    View user comparison chart

    Feature Attendees Panelists Organizers Account Admins Billing Contact
    Account required No No Yes Yes Yes
    Join sessions Yes Yes Yes Yes Yes
    Schedule and host sessions No No Yes Yes Yes
    Manage personal settings No No Yes Yes Yes
    Add and manage other organizers No No No Yes Yes
    Manage account-wide settings No No No Yes Yes
    Change subscription plans No No No No Yes
    Change billing information No No No No Yes