Contacts & Contact Methods

Contacts are individuals who can receive alert notifications and scheduled reports from GoToAssist, but who do not have a login or access to the web and desktop applications. This can be useful if you want to be able to send scheduled reports to a recipient without actually giving them access as a user.

Note that the Contacts page also lists all users on the account, as they are considered Contacts as well. You can edit their contact methods from the Contacts page, but only a user can change their own name and primary email address (under Configure > My Account).

Topics in this article:

Adding Contacts & Contact Methods

Editing Contacts & Contact Methods

Deleting Contacts & Contact Methods

To access the Contacts page and use the features listed below, do the following:

1. Log in at https://app.gotoassist.com.

2. In the top navigation, go to Configure > Contacts.

Adding Contacts & Contact Methods

Add a contact or contact method

1. Click Add a Contact.

2. Enter the contact's name, and select which Companies you want them to have access to. Click Save.

3. A confirmation message appears at the top of the page. To finish configuring the contact, add a contact method (see below).

Add a contact method

1. Click Add Contact Method next to the contact's name.

2. In the Add Contact Method window, select the type of contact method you want to add (email, text message or phone number) and enter the appropriate information.

3. Click Save when finished. All configured contact methods will be displayed below the contact.

Editing Contacts & Contact Methods

Edit a contact

1. Click the Edit link next to the contact you want to modify.

2. Modify the contact's name and Company access as desired.

3. Click Save when finished.

Edit a contact method

1. Click the Edit link next to the contact method you want to modify.

2. Modify the contact method as desired.

3. Click Save when finished.

Deleting Contacts & Contact Methods

Delete a contact

1. Click the Delete link next to the contact you want to remove.

2. In the confirmation window, click OK to delete the contact.

Delete a contact method

1. Click the Delete link next to the contact method you want to remove.

2. In the confirmation window, click OK to delete the contact method.

| Views: 1992 | Last Updated: Mon, Apr 15 2013 12:01 PM

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