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Admins can choose to assign either all users or all customers (with or without portal access) to their chosen service(s).

1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
2. Go to Configure > Account-Wide Settings > Self Service > Add All Users/Customers to Services.
3. Choose from the following options:
   • Add all users within the account to service(s) – All users within the account will be assigned to your selected service(s).
   • Add all customers to the below service(s) with portal access – All customers within the account will be granted Customer Portal access for your selected service(s).
   • Add all customers to the below service(s) without portal access – All customers within the account will be assigned to your selected service(s) but will not be granted Customer Portal access for the service(s).
4. Select your desired service(s) from the "Search" box below.
5. Select Save.

   

Admins can assign all services within their account to their chosen users or customers (with or without portal access).

1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
2. Go to Configure > Account-Wide Settings > Self Service > Add All Services to Users/Customers.
3. Choose from the following options:
   • Add all services to the below user(s) – All services within the account will be assigned to your selected user(s) and they will not be granted admin access.
   • Add all services to the below customer(s) without portal access – All selected customer(s) will be assigned to all services and granted Customer Portal access.
   • Add all services to the below customer(s) with portal access – All selected customer(s) will be assigned to all services but will not be granted Customer Portal access.
4. Select your desired user(s) or customer(s) from the "Search" box below.
5. Select Save.

   

Admins can restore all archived incidents for their account by unarchiving them.

1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
2. Go to Configure > Account-Wide Settings > Self Service > Unarchive Incidents.
3. Select the Unarchive all incidents of the account checkbox.
4. Select Save.

   

Admins can permanently delete all customers and/or companies within the account.

Warning: This action is permanent and cannot be undone.

1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
2. Go to Configure > Account-Wide Settings > Self Service > Delete all your Customers/Companies.
3. Select the checkbox for one or both of the following options:
   • Delete all your customers from Service Desk – Permanently delete all customers and their associated dependent service records.
   • Delete all your companies from Service Desk – Permanently delete all companies within your account.
4. Select Save.

   

Admins can assign their desired level of customer portal access to their chosen customers (or all customers). If desired, an email invitation can be sent to those selected customers with new or updated customer portal access.

1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
2. Go to Configure > Account-Wide Settings > Self Service > Mass Assign Customer Portal Access.
3. Choose one of the following options:
   • Enable the setting for Assign all customers to select all customer records.
   • Search for and select your desired customer records.
   Attention: The customers you select must have valid customer records, meaning they must be assigned with the required dependent records before performing this mass action otherwise they will not be updated. See below for details.

4. Select your desired Customer Portal Access setting:
   • No Access – These customers have no access and cannot log in to the Customer Portal.
   • Standard Access – These customers can log in to the Customer Portal and submit incidents only for the specific services to which they have been given access.
     Important: The customers you select for this customer portal access must have at least one service assigned with portal access enabled for that service before performing this mass action. Customers that do not meet these requirements will not be updated.
   • Company Access – These customers can log in to the Customer Portal and submit incidents only for those services to which their company has been given access.
     Important: The customers you select for this customer portal access must have a company assigned before performing this mass action. Customers without a company assigned will not be updated.
   • Company Admin Access – These customers can do the same things as those with "Company Access", plus they can view and modify incidents submitted by other employees in their company.
     Important: The customers you select for this customer portal access must have a company assigned before performing this mass action. Customers without a company assigned will not be updated.
5. Optional: If desired, enable the Send out email invitation setting, which will send an email invitation to new customers inviting them to activate their new account for the Customer Portal
6. Select Save.