GoToConnect/Meetings Setup Reference Guide

GoToConnect GoToMeeting Setup Reference Guide

GoToConnect / GoToMeeting & Teams Setup Guide

GoToConnect This application should be used by remote employees to place/receive phone calls for your extension in the absence of phone hardware. EMB staff will NOT be required to use this for chat or meetings. Please expect that these messages will go unseen. 1. Create your GoTo Account a. Go to http://onjive.com/register b. Complete the registration form. (NOTE: You have already been added to EMB’s account) c. IMPORTANT: Make sure you enter your explainmybenefits.com email address in the business email address field. If you enter another email address, you will not be able to log in. d. Click Register. If you prefer visual instructions for creating your account watch the Create Your Account video 2. Download GoToConnect to Desktop and/or Mobile device Device How-to GoToConnect Desktop 1. Download GoToConnect for your operating system: • Download for Mac • Download for Windows 2. Open and run the downloaded install file. 3. Follow the on-screen instructions to complete the installation.

NOTE: If you prefer visual instructions for,watch the GoToConnect Desktop App Download Instructional Video 1. Download GoToConnect Mobile for your phone’s operating system: • Download for Android • Download for iOS 2. Tap Sign in and then log in with your GoToConnect credentials. NOTE : If you prefer visual instructions watch the GoToConnect Mobile App Installation Instruction Video

GoToConnect Mobile

GoToConnect / GoToMeeting & Teams Setup Guide

3. Sign Into Your GoToConnect Account a. Open the GoToConnect application

4. Open Settings – each change saves automatically a. General

i. Uncheck, “Start GoToConnect Desktop automatically at launch”. ii. Work from home or Remote employees can choose to leave this checked or open it manually as needed to place/receive calls. b. Notifications i. Uncheck, All General Notifications and Do not disturb boxes. ii. Work from home or Remote employees can choose to leave the box next to Call checked. You do not need Message and Meeting notifications as those tools will not be used in this application. c. Voicemail i. Check, “Enable voicemail-to-email notifications” ii. Check, “Email voice recordings” and select WAV under the drop down iii. Check, “Delete messages after emailing voicemail” iv. Check, “Allow message review” v. Please Note – All voicemails delivered by email are transcribed to text for a preview before listening to the audio file. d. Close the application

More Phone /Voicemail Reference Resources • Voicemail Guide (includes how to change your password, delete a message, adding an alternate greeting, setting up email notification and other options

• How To Forward Incoming Calls video

• How To Switch Call Between Devices video

• GoToConnect Overview Video

GoToConnect / GoToMeeting & Teams Setup Guide

GoToMeeting This application will NOT be used to create/join meetings. The program will open in the background by default when you start/join a GoToMeeting from your calendar or Teams. 1. Download the application by visiting www.gotomeeting,com 2. In your browser go to https://www.gotomeeting.com/ and log in using the same credentials as your GoToConnect/Jive. 3. Open Settings – Select Meeting a. Organizer PIN – not required, please leave blank b. Audio i. Use built-in audio and check both computer mic and long-distance numbers. This should be set by default. c. Attendee experience i. Check, “Give attendees full access to screen sharing” d. Cloud Recordings i. Check, “Transcribe recorded meetings” ii. Check, “Detect Slides” e. Content Sharing & Security i. Check, Anyone with the link ii. Select your default share link expiration duration in the drop down as 12 months. f. Select Save at the bottom of the page g. Close the browser

GoToConnect / GoToMeeting & Teams Setup Guide

Training / Demo Videos

GoToConnect 1. How To Download and Install GoToConnect 2 How To Register Your Email 3. GoToConnect Overview 4. GoToConnect Softphone Deminar 5. How To Get Started With GoToConnect Mobile GoToMeeting 1. How Do I Sign In? 2. GoToMeeting Organizer Training -Part 1- Scheduling 3. Start Video Conferencing With GoToMeeting 4. GoToMeeting - How To Use The Control Panel 5. GoToMeeting Organizer Training - Part 2 - Hosting 6 How To Share Your Screen In A GoToMeeting 7. How To Record A Meeting on GoToMeeting 8. How To Create Reusable Room Links on GoToMeeting 9. GoToMeeting - Meeting Lock

GoToMeeting Mobile 1. GoToMeeting For Mobile Devices 2 Mobile Feature Comparison 3. How To Get Started With GoToMeeting Mobile & GoToRoom Mobile 4 GoToMeeting Android Experience 5. How To Use The GoToMeeting iOS App 6. How To Host GoToMeeting From An iOS Device 7. Messenger App For Mobile Devices

GoToConnect / GoToMeeting & Teams Setup Guide

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