Perform Mass Actions Using Self Service
Admins can apply bulk changes for various actions using Self Service in Account-Wide Settings.
Add all users or customers to service(s)
Admins can choose to assign either all users or all customers (with or without portal access) to their chosen service(s).
Add all services to users or customers
Admins can assign all services within their account to their chosen users or customers (with or without portal access).
Unarchive incidents
Admins can restore all archived incidents for their account by unarchiving them.
Delete all your customers or companies
Admins can permanently delete all customers and/or companies within the account.
Mass assign customer portal access
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.
Synchronize account
Admins can manually synchronize their account service data with the GoToAssist Service Desk system as soon as they make changes.
Transfer incidents
Admins can move all incidents from one agent (the "source user") to another agent (the "destination user").