Companies

GoToAssist makes it easy to organize your account to suit your needs by using Companies to sort your devices into "sub-accounts." You can add as many Companies as you like to represent multiple clients 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 Companies for distributed locations within a master company, and either keep the data separate or aggregate it to a common search index.

Topics in this article:

Adding and Editing Companies

Moving Devices between Companies

About Company Settings

Adding and Editing Companies

To create a new Company

1. Log in at www.GoToAssist.com.

2. Click Configure in the top-navigation, and select Companies (under “ Admin Center”) from the drop-down menu.

3. On the Companies tab, click Add Company.

4. In the Add New Company window, enter a unique company name to distinguish this account from others.

5. Use the User Access, Data Key, Branding and Clear Inventory tabs to modify the new Company.

6. Click Save when finished.

7. To continue to configure this company account, click its name in the list and in the menu, and set the following:

• User Access
• Data Key
• Branding
• Clear Inventory

To edit a Company

1. Log in at www.GoToAssist.com.

2. Click Configure in the top-navigation, and select Companies (under “ Admin Center”) from the drop-down menu.

3. Click the Company that you want to edit so that it is highlighted, and click Edit.

4. In the Edit Company window, use the User Access, Data Key, Branding and Clear Inventory tabs to modify the Company.

5. Click Save when finished.

Moving Devices between Companies

You can move devices between Companies without deleting and re-adding them.

To move a device

1. Open the Inventory application and use the Companies drop-down menu to select the Company that the device is currently located under.

2. Select the device they want to move so that it is highlighted, and click Move Devices.

3. In the “Move devices between companies” window, they can use the drop-down menu to select the Company that they want to move the device to, then click Move.

4. Back in the Inventory application, a confirmation message appears at the top of the page. Within a few minutes, the technician can refresh the page and the device will have disappeared from that Company.

About Company Settings

Use the Company settings to modify how each Company is used and displayed from your main account. Access these settings by editing a Company.

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.

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 anyon.

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

Logo

In the Branding tab, you can customize the account with a company logo when reports are generated. Click Browse to find a logo on your computer, and then click Upload Logo to associate the logo with this company

Logo requirements:

• Logo size - No larger than 75 x 43 pixels
• File size - No larger than 1 MB
• File type - JPG, GIF, PNG

Email

You can select a specific email address to have alerts sent from. This is useful if you want to use the actual email address of your company. If you leave the field blank, a GoToAssist address will be used.

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. Note that this is not an action most customers ever take.

Caution: Once the inventory is cleared, the data cannot be recovered.

| Views: 4611 | Last Updated: Thu, May 09 2013 2:28 PM

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