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.
- Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
- Go to .
- 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.
- 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.
- 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
- Select Save.
You have mass assigned your desired customer portal access level to your selected customers.