Set Up Automated User and Product Provisioning
Provisioning is the process of creating user accounts and assigning and/or revoking access to products to those user accounts. Smaller companies use the Admin Center to manually provision users, but as the number of users increases, or if there are large shifts in product usage and/or users (due to acquisitions, turnover rates, changes in roles, etc.), it makes sense to use an automated provisioning method to facilitate these changes.
Step #1: Set up an organization
Create your organization by verifying at least 1 domain used by your company.
Step #2: Provision an organization admin with a GoToAssist Remote Support admin role
Assign a GoToAssist Remote Support admin role via the Admin Center to your current organization admin, or add a new organization admin and provision them with a product admin role. In order to proceed, you must have at least 1 organization admin who is also a product admin, and the domain of their email address must match at least 1 of the verified domain(s) that you set up in Step #1.
Step #3: Configure an automated provisioning option
Set up 1 of our automated provisioning options for creating and managing your users and their product access.
Step #4: View your users in the Admin Center
You're all set! Once automated provisioning is set up, your users will begin populating in the Admin Center. Each newly added user will receive a Welcome email that contains their email address and a link that will allow them to create an account password to sign in to their GoToAssist Remote Support account.
Are you interested in setting up single sign-on for your users? See Is Enterprise Sign-In right for me? for more information.