Manage Employees - GoToAssist Service Desk

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Manage Employees

Employees are users and admins who are affiliated with a specific company. Employees can be manually added to companies, or Service Desk can automatically sort new customers into the appropriate companies using their email domains. Employees can only be assigned to one company at a time. Employees can be added or removed from a company in either of the following ways: enable or disable automatic employee registration to have new customers sorted into the appropriate company(via their email domains, or manually assign/unassign new and existing customers to specific companies. See Manage Companies for more information.

Note: Enabling and disabling automatic employee registration will only apply to customers added after the change is made; existing customers will not be scanned and must be manually added and removed as employees on a company's employee list.

Topics in this article:

Enable automatic employee registration

Edit accepted domains for automatic employee registration

Disable automatic employee registration

Add or remove customers on a company's employee list (manually)

Enable automatic employee registration

Note: This feature is available to account administrators only.

When automatic employee registration is enabled, Service Desk checks each new customer added to the account to see if their email address uses the company's accepted domain (which is specified during set up). All customers whose email addresses use the specified domain are then automatically added to that company's employees list (in addition to being added as customers). Customers can be marked as employees of up to 1 company.

1. First, ensure that self registration for the Customer Portal has been enabled for the company.

2. Next, go to Configure > Companies > [select company] > Self Registration tab.

3. Under "Accepted Domains for Employee Registration," enter all accepted domains (e.g., "citrixonline.com", "citrix.com"). Any new customers who self-register using an email address within the accepted domains will automatically be added as employees of that company.

Note: These accepted domains are also listed under the Customer Access settings. When domains are added or removed in either location, they are automatically synced in the other.

4. Click Save when finished.

Edit accepted domains for automatic employee registration

Note: This feature is available to account administrators only.

1. Go to Configure > Companies > [select company] > Self Registration tab.

2. Make the desired changes to the "Accepted Domains for Employee Registration" field.

3. Click Save when finished.

Disable automatic employee registration

Note: This feature is available to account administrators only.

1. Go to Configure > Companies > [select company] > Self Registration tab.

2. Delete all items listed in the "Accepted Domains for Employee Registration" field.

3. Click Save when finished.

Note: This setting only applies to disabling automatic employee registration; it does not disable customer self-registration.

Add or remove customers on a company's employee list (manually)

Note: This feature is available to account administrators only.

Note:  Removing a customer from an employee list does not delete the customer's account; it simply removes their affiliation with the company.

1. Do either of the following: 

  • Go to Configure > Customers > [select customer] , then select the desired company under "Other Details". Select the "blank" option to exclude the customer from any employee lists.

  • Go to Configure > Companies > [select company] > Employees tab, then use the search box and Remove icons to find and manage customers on the list.

2. Click Save when finished. Since the employee status is shown in both locations, whenever changes are made in one place they are automatically synced in the other.

 

Related

Set Up People & People Management

Manage Users and Admins

Manage Groups

Manage Companies

Manage Customers