Manage account-wide settings in the admin portal
View and update your account settings as needed.
This article covers how to configure account-wide settings in the admin portal.
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. - Select Account settings from the left panel.
- Choose from one of the tabs at the top of the page to configure their settings. Check out each section below to learn more about the settings you can configure under each tab.
Account settings
From the
page, you can configure the following settings:
- General: View your account domain, choose or edit your account name, and choose the user status inactivity timer for your account.
Note: Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
- Email customization: Choose what you want to display in your welcome emails to new users, like custom contact information and links to GoTo product support documentation.
Email templates
From the
page, you can create and manage custom welcome emails sent to new users. A default welcome email is already created for you if you don't want to create a new one.
Custom fields
From the
page, you can set up custom fields to track specific users and their metrics. These fields appear in a user's
Overview page, and in generated Activity and Users reports.
Article last updated: 27 January, 2025