HELP FILE

Set product defaults in Admin Center

The Admin Settings page contains product defaults that, once set, apply to all users on your account who have access to the products. You can also edit your account name.

On this page, you can:

Edit GoToMeeting settings

1. Log in to the Admin Center.

2. Select Admin Settings from the left navigation.

Upload or remove a logo

You can upload a .gif or.jpg file (up to 400 x 200 pixels and 100 KB) by clicking Upload and selecting the image you would like as your logo. Attendees will see the logo on the main meeting screen. (The main meeting screen is hidden during screen sharing.)

Enable or disable co-organizers

Co-organizers are enabled by default: organizers can select co-organizers within the account to start and share their meetings. To change this and require all meetings to be limited to a single organizer, click Edit next to Co-organizers and choose Disabled.

View unidentified callers

Unidentified phone callers are phone-only attendees, or callers who do not enter their audio PIN when they join. Enable this to view all attendees in the Attendee list during a meeting. This setting can be applied to individual organizers or groups of organizers and will impact all scheduled and future meetings.

Edit GoToTraining settings

Edit branding settings

Click Edit to modify branding such as logos and custom colors for catalogs, materials and registration pages.

Edit payment settings

Manage your payment settings for your trainings and organizers' trainings by clicking Edit next to Payment. You will need a Paypal account. See Enable payments.

Set content sharing and co-organizers

Training materials are stored on the GoToTraining servers. By default, these materials are only available to the training organizer. If you want to allow training organizers to share access to the materials with other organizers, you can enable this setting. This also enables the addition of co-organizers to trainings.

To turn this off or on, click Edit next to Content Sharing.

Edit GoToWebinar settings

Enable handouts

Handouts are images, music, video or Microsoft Office files that are made available in the Control Panel during the session, and which Windows, Mac, iOS and Android attendees can download onto their own devices. To enable handouts, click Edit and choose Enabled.

Create custom user fields

Custom user fields allow you to define and populate a set of fields for your users. You can create organizational identifiers, usage or user types, etc. A limited, predefined set of fields can be pulled in from the Active Directory if you are using the Active Directory Connector (ADC). Custom user fields display on the User Details screen and in user reports.

1. In the Admin Center, click Admin Settings in the left navigation.

2. Click the Add a Custom Field button.

3. Enter a custom field name, you can include numeric and alpha characters. Click Save.

Enable payments for GoToTraining

You can enable payments for your trainings. You will need a Paypal account.

1. In the Admin Center, click Admin Settings in the left navigation.

2. Click Edit next to Payment under the GoToTraining options. The GoToTraining Payment dialog displays.

3. Click Get Started to enable payments.

4. Review the Fees and Refunds agreement and click I acknowledge and agree, and Accept to continue.

5. In the Link your Paypal account window, you see images of the next two screens. Click Continue to Paypal.

6. Select Sign Up to create a new Paypal account, or add your Paypal username and password and click Log in once you have an account.

7. In the summary window, to complete your service setup, click Agree and Continue. You see a Redirecting message.

8. The payment details display. You can Add other payment options and enter a Refund Policy. Click Save Changes when payment form is complete.

Edit GoToAssist settings

1. Log in to the Admin Center.

2. Select Admin Settings from the left navigation.

Enable or disable session recording

If session recording is enabled, GoToAssist automatically records all screen-sharing support sessions and stores them in the cloud for 90 days.

Enable or disable auto start

If start with an attended session is enabled, GoToAssist will automatically create an attended session if the agent is assigned to only one group.

Enable or disable screen blanking

If screen blanking is enabled, the agent can lock the customer's screen in session when entering credentials or displaying sensitive information.

Enable or disable the session end dialog

If the session end dialog is enabled, then after a session has ended, the dialog for assigning sessions to companies, as well as tracking customer names, session notes and accounting information will be displayed.

Set the session timeout

Specify the length of time in minutes that an application will allow a user to remain logged in before asking to re-authenticate.

Set update preferences

By default, new full-release builds of GoToAssist are deployed to your account automatically. You can choose to add beta releases. This allows you to view and try out the newest features. Alternately, you can request that updates be made only when your current version is no longer supported.

Related articles

Add users to your account

Set up user groups in the Admin Center

Set up email invite templates

Manage admin activities