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Getting Started: Add people

Add a new user to your account with product licenses, permissions role, basic settings, and then send them a welcome email to get started!

Before you begin:
  • You must have an admin or super admin role to perform this task.
  • If you want to automatically apply preset 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.
  1. Sign in to GoTo Admin.
  2. Go to People icon People > Users from the left navigation menu.
  3. Select Add user icon Add user at the top right.
  4. 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 or end-user without products.
    Add users select products screen
    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, you'll need to purchase one.
    • You can skip this step if you are adding an admin without products, adding an end-user only, or would like to add products to users at a later date.
  5. 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.
  6. Choose a product settings template from the drop-down list. Choose the system default or a pre-created custom settings template.
  7. Choose an admin 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 other super admins or admins. Admins can only create users with a member role. If you're looking to create a billing admin, you'll need to contact support.
  8. Optional: Assign the user to a user group.
  9. Optional: Assign the user to a tenant.
    Note: Assigning tenants is only available for users with a LogMeIn Resolve MSP license.
  10. Choose their preferred language and time zone.
  11. Choose a welcome email. You can choose a default welcome email or a pre-created custom welcome email.
  12. Select Add user.

Results: The user will receive a welcome email with instructions to create a password and sign in to their account. However, if the user already has an existing account, they'll receive an invitation to transfer their license to the new account. If accepted, any user data will move from their old account to the new one. If declined, the newly created account will be suspended and you will recover that new user's license to assign to another. 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. Send the new user Getting Started with LogMeIn Resolve to help them get started.
Parent article: Getting Started with LogMeIn Resolve
Next article: Getting Started: Set up Zero Trust
Article last updated: 15 November, 2022
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