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There are different types of GoToAssist users – from the agents who host support sessions to the customers who join them. Definitions of each user role is outlined below.
For multi-user accounts (i.e., accounts with more than one agent), each user could hold one or more of the listed user roles. For single-user accounts, one user holds all the roles (i.e., the agent will also be the billing admin on the account and they will manage their settings within their account rather than the Admin Center).
Note: There is no limit to how many agents can be account admins for any given GoToAssist account. Learn more about the permissions that can be limited on a Manager account.
Note: Some features listed below will dependent on your account admin access.
|Feature||Customers||Agents||Account Admins||Billing Contacts|
|Join support sessions|
|Host support sessions|
|Manage personal settings|
|Add and manage other agents|
|Add and manage device and user groups|
|Manage account-wide settings|
|Change subscription plans|
|Change billing information|