GoToMyAccounts Help Desk
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Setup your portal to use your own domain name
Thanks to some really cool new technology, it is now easier than ever (and FREE) to setup your portal to use your own domain name. In order to make this work, we utilize a dynamic certificate authority called Let's Encrypt. With the Let's Encrypt CA, we are able to create the SSL certificate on the fly. These certificates have a 90-day life cycle. But not to worry, your certificate will auto-renew at least 30 days prior to the expiration. Here are the steps to setup y
Implementing Single Sign-On (SSO) from another website
Single Sign-On (SSO) allows you to link seamlessly to your GTMA portal from another website. We provide sample code so you can easily implement this on various platforms. The SSO system we implemented requires the super user set a SSO Master Password inside your po
Add a custom header background image
You can now add a custom header background image. It's very easy to do. Go to settings, Customize Interface, and then click the link at the top of the page to upload a custom header image. The upload page has instructions and tips for usage.
Changing your web portal colors and fonts
GoToMyAccounts was designed to be flexible and you can change a lot about how the web portal will look. In fact, you can customize the look and feel of the portal to match your main website. You must login as a user with admin permissions to customize the user interface. Here's how to do it: Once you login, click "Settings", and then click "Customize Interface" A quick way to change the look of your portal is to simply change the theme drop-down. You can try different themes as a start
Can I customize the PDF invoice?
It is not currently possible to customize the PDF invoice. This is due to the way our invoice generation component works. We are working on a way to make this possible though. We can create a customization for you. There is a fee for this service as the PDF generation code has to be written and/or customized for your account. If you are interested in having us create a custom PDF invoice template, please create a support ticket and we can send you a quote. Please include a PDF attachment as a s
I want a custom page or some custom functionality. Can this be done?
We have done customizations for many accounts. We can do just about anything you want. We have even created a custom document portal that pulls data from a local office in real-time for display in the web portal. A customization of the web portal is one of the most powerful implementations of GoToMyAccounts. Send us an email to inquire about custom functionality.
Can I change my portal host name (xxxx.gotomyaccounts.com)?
You can change the host name of your portal. This must be done with the Super User account only. Also, it is not advisable to change your portal host name frequently or without notifying all employees and customers who are users of your portal. Make sure to send out an announcement with the new URL you are planning to use. The button for updating the account host name is located in the Company Profile page as well as the Account Management page. The setting is very simple. Just select a new h
Can I have a portal login form on my own website?
We do have some sample code that is a great starting point for this feature. The sample page with login form requires setting a single parameter (your portal URL) in order to function. To integrate the form into your own web pages will require a little knowledge of html, JQuery, and CSS. Your webmaster, programmer, or web designer is probab