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  • Adding users
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How do I manage my users in GoTo Admin?

View and manage all of your users in one place along with their product licenses.
Before you begin: You must be assigned an Admin or Super admin role to perform this task. If changing a user's role to "Admin" you must be assigned the Super admin role.
  1. Sign in to GoTo Admin.
  2. From People icon People > Users, can view a list of all your users and various details about each user.
  3. Optional: Choose your viewing preferences:
    Viewing preference How-to
    Customize the table settings Select Table settings icon to customize the table settings in this overview.
    Filter the list Select Filter icon to narrow down the list by product, role, or status.
    Sort the list Select a column header.
  4. Choose what you want to do:
    Option How-to
    Add a new user Select Add person (stick person with a plus sign) icon Add user to add a new user to your account.
    Manage a user's settings Select a specific user to view more details, licenses, and manage their settings.
    Tip: If you drill down to a specific user, you can use the breadcrumb on the top-left to go back to the main list or use the arrows to navigate each user's detail page.
    Add a product license to a user
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Add products from the drop-down list.
    3. Choose the product license(s) you want to add to the user and then select Add products.
    Remove a license from a user
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Remove products from the drop-down list.
    3. Choose the product license(s) you want to remove from the user and then select Remove products.
    Add a user to a user group(s)
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Add to user groups from the drop-down list.
    3. Choose the user group(s) you want to add to the user and then select Add to user groups.
    Remove user from user group(s)
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Remove from user groups from the drop-down list.
    3. Choose the user group(s) you want to remove from the user and then select Remove from user groups.
    Change a user's role
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Change role from the drop-down list.
    3. Choose the role/permissions for the user and then select Save.
    Suspend a user
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Suspend from the drop-down list.
    3. Select Suspend.
    Delete a user
    1. Hover over the user and select the Three vertical dots icon on the right.
    2. Select Delete from the drop-down list.
    3. Select Delete.
    Apply bulk changes for users
    1. Select the top checkbox next to the Name field to select all users or individual checkboxes next to specific users
    2. Select Add users icon to add to user groups, Trash can icon to delete users, or Three vertical dots icon to manage products, change settings and roles, resend invitations, or suspend users.
    Important: Unless you uncheck Send product change notification email before you save changes made to users, they will be notified of your actions.
    Download a list of users
    1. Select the top checkbox next to the Name field to select all users or individual checkboxes next to specific users.
    2. Select Download icon to download your user list to an excel or html file.
Related Articles:
  • Add a user in the admin portal
  • Change a user's settings
  • Change a user's role in the admin portal
  • What is the difference between a role and a permission?
Article last updated: 10 January, 2024
You are viewing the latest version of this article.

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