HELP FILE

Set up device groups in the Admin Center

For accounts with GoToAssist, you can create, edit, view, and delete device groups. Device groups contain sets of devices within GoToAssist and are associated with a set of agents. Once device groups have been added, agents can assign devices to the groups with filtering, drag-and-drop, or with a bulk edit. You can also set whether sessions on the devices in the group can be recorded and how you want your GoToAssist software updated.

Topics in this article:

Create a new device group

Edit or delete a device group

Manage device group members

Manage Device Group Settings

Create a new device group

You can associate agents with a specific device group in the Admin Center. The device group settings can be configured to enable/disable session recording or set the group to a specific software version of GoToAssist.

  1. Log in to the Admin Center.
  2. Select Device Groups in the left navigation.
  3. Click + Add a Device Group.
  4. Enter a device group name and click Save.

Edit or delete a device group

  1. In the Admin Center, select Device Groups in the left navigation.
  2. For any existing device group in the list, click the device group name to edit the group name, then click Save when finished.
  3. To delete any device group, click the Delete icon for the device group, then click Delete to confirm.

Manage device group members

You can add agents to your device groups during the Add Users process, or on an individual basis as follows:

  1. In the Admin Center, select Manage Users in the left navigation.
  2. Select the name of the agent for which you want to assign to the device group(s).
  3. In the User Information pane, click Edit.
  4. Click the hyperlink below the "Device Groups" field (i.e., click None Selected if no device groups are assigned, or click the hyperlink list of the currently assigned device groups.
  5. Check the box(es) to enable your desired device groups for this agent, then click Apply.

Manage Device Group Settings

Device groups include the ability to enable or disable session recording for the entire device group, and to set the frequency of software updates to GoToAssist.

  1. In the Admin Center, select Device Groups in the left navigation.
  2. For any existing device group in the list, click the Settings icon to access the "Device Group Settings" page.
  3. Choose from the following options:
    • Session Recording – Click Edit in the Session Recording pane, then select Enable or Disable for this individual device group and click Save. Learn more about how to access session recordings.
    • Build Version Updates – Click Edit in the Build Version Updates pane, then select your desired update option for your individual device group and click Save. Learn more about Build Version Updates. Note: If you choose to enable Two-Factor Authentication for your account, all device groups must set to the minimum version (or later) specified in the Admin Settings to support this feature.

Related articles

Using the GoTo Admin Center

Set product defaults in Admin Center

Update a user's details

Add users to your account