Create a settings template in the admin portal

Create a settings template to quickly apply product settings to new users as they are added.

GoTo Admin

Before you begin: You must have an admin or super admin role to perform this task.

Sign in to GoTo Admin.
Select Settings from the left navigation menu.
From the Settings templates page, select + Add template from the top right.
Enter a name for the new template and select Save.
Select the template you just created.
Choose a tab at the top of the page to view a list of product-specific settings.
Configure each feature setting as needed for this template.
- Click the toggle next to each applicable setting to enable or disable that setting.
- Select Edit next to each applicable setting to customize that setting further.
- Select the icon next to each applicable setting to enable or disable users from changing a feature setting.
Select Save to update the template.

What to do next: You can now apply this template when adding new users to your account.

Article last updated: 29 January, 2025