Setting up multiple sites and users
This section describes how to set up and manage multiple locations and multiple user accounts under your master account.
GoToAssist makes it easy to organize your account to suit your needs. You can add as many sub-accounts as you like, to represent multiple companies or individuals. This is ideal for IT and system administrators responsible for a company with multiple geographical locations, or IT consultants who manage multiple customers whose data must be kept separate. You can set up separate sub-accounts for distributed locations within a company and either keep the data separate or aggregate it to a common search index. You can assign individuals in an IT department different levels of responsibility, and control and limit their access. You can add as many administratorsas you need and assign permissions to a subset of accounts.
To set up multiple company or user accounts within GoToAssist:
Adding company sub-accounts
To create a new company account:
- In the upper right corner of the home page, click Configure.
- Under Admin Center, click Companies from the drop-down menu:
- In the Account Management page, click Add Company to create a new company account:
- In the Add New Company page, in the Company Name field, enter a unique company name to distinguish this account from others:
- Click Save to save your configurations and exit.
- To continue to configure this company account, click its name in the list and in the menu, and set the following:
- Click Save to save your configurations and exit.
User Access
In the User Access tab, you can select which of your users has access to this new company account. If you want to grant access to a user who is not listed, click Invite to add them to the list. Click Save to save your selections and create the new company account.
- In the upper right corner of the home page, click Configure.
Data Key
In the Data Key tab, you can find the unique data key that ties this company account to your master account. Your GoToAssist Crawler uses the data key to securely transfer the data it collects to the correct account. To show the data key that is associated with this company, click the Show data key link. Do not share or distribute this data key to anyone:
Note: To manage a large implementation with multiple Crawlers, use the same data key to associate each Crawler to the same account, so the data collected can be aggregated. To manage distinct sites or clients, use a unique data key to associate each Crawler to its own company sub-account, so the data collected can be kept separate and discrete.
Branding
In the Branding tab, you can customize the account with a company logo when reports are generated:
Logo requirements:
- Logo size - No larger than 75 x 43 pixels
- File size - No larger than 500 kb
- File type - JPG, GIF, PNG
After you select a logo for this company, click Upload Logo to associate the logo with this company, and then click Save.
Clear Inventory
In the Clear Inventory tab, you can clear any existing inventory that may be associated with this company. This deletes all of the data collected in the account, and is not an action most customers ever take.
Caution: Once the inventory is cleared, the data cannot be recovered.
Adding user sub-accounts
To create a new user account:
- In the upper right corner of the home page, click Configure.
- Under Admin Center, click Users & Permissions from the drop-down menu:
- In the Account Management page, click Add User to create a new user account:
- To configure this user account, provide the following information and save. The user receives an email instructing them to log into the account:
- First name - Enter the first name.
- Last name - Enter the last name.
- Email address - Enter the email address associated with the new user account.
- Permissions - Set account permissions associated with the account. You can give specific permissions to this account for all companies or for a specified company in the list. You can also give permissions to modify billing. This gives the user the ability to add remote support for themselves and other users. Managing users gives them the ability to add users to the account.
- Remote access - You can use Remote Support, which works together with Monitoring to provide live-support capabilities and the ability to access and control remote computers and servers when they are unattended. Grant this access if you want the new individual to work with remote support issues.
- Company access - Check the checkbox of desired companies to select which company indexes this user account has access to.
- Click Save. A new user account is created and an email is sent to the new user at the address provided during setup. The email explains how to set up a password and log in for the first time.
