Before you begin:
- You must have an admin or super admin role to perform this task.
- If you want to automatically apply pre-set product settings to new users, you will need to create a product settings template prior to adding users.
- If you want to add your new user(s) to a user group, you will need to create a user group before adding the user.
- If you want to send a custom welcome email to your new users, you will need to customize your email templates in Account settings before adding users. Otherwise you can send a default welcome email.
- Sign in to GoTo Admin.
- Select
People from the left navigation menu.
- On the Users page, select
Add user at the top right.
- Check the box next to each product you want to assign to your user(s), then select Next. You can skip this step if you are adding an admin user without products.
Tip:
- Click the arrow at far right of each product to enable or disable specific product features.
- If you want to add multiple users with different product access, you will need to add those users separately.
- If you do not have a product license available, refer to How do I manage my product licenses?
- Enter the new user's name and business email address. If you want to add multiple users at a time with the same product and role, select + Add another user or Import from CSV.
Important: Verify the email address you've entered is correct. You can't change this email address later.
Note:
- You can only import 100 users at a time from a CSV.
- If you are adding users via a CSV import, please note this process takes approximately 24 hours before new users are reflected in GoTo Admin.
- GoTo Partners can import directly from available PSA providers.
- Select a product(s) for your user(s).
- Choose a product settings template from the drop-down list. Choose the system default or a pre-created custom settings template.
- Choose an account role. You can choose a system default role (Super admin, Admin, or Member) or a pre-created custom role.
Important: Only Super admins can create users with the Super admin or Admin role. Admins can only create users with a member role.
- Optional: If applicable, assign the user to a user group.
- Select Save.
Result: In most cases, the welcome email invitation is now sent to the user, which contains a link to allow the user to create their password and sign in to their account. However, if the user you added already has a user profile (often from an expired account or a different product), the user will be sent an invitation to transfer their license to your account. The user can choose to accept or decline the account transfer. If a user accepts, any session history, upcoming scheduled sessions, and recordings they may have will transfer to the new account. If the user declines, they will be displayed in your account with a “Suspended” status, and you will recover the license that was attempted to be allocated to that user who declined your invitation.
- Choose a welcome email. You can choose a default welcome email or a pre-created custom welcome email.
- Select Add user.
Result: Once a user is added, they will receive a welcome email with steps on how to activate their account. If the user exists on another account, they will be sent an invitation to transfer to your account. If a user does not receive the welcome email within 10 minutes, have them check their junk/spam folders. You can also re-send the invitation.
What to do next: If you want to update a specific user's settings, visit
Change a user's settings to learn more.
