Account Access
How to access your billing portal or change your payment method
To change your payment method on file, login to the Onboarding Portal . Under the "Summary" tab, look for the blue button In the event that the button is grayed out, please contact support@gotomyerp.com and request that your payment portal access be ...
How to prevent the Mac Remote Desktop Client from asking for the password on application launch
Problem When launching an app on the Mac the user is always required to enter their username and password to complete their login. A credential window similar to the following is shown Cause This typically happens when the user keeps the default ...
How to change the FileBridge Drive Letter on the AppDashboard
Summary On the gotomyerp hosted server, the FileBridge drive letter is always the G: drive, but on the user's computer, it can be any unused/unmapped drive letter. After adding your company configuration, you may decide that you would like to change ...
How to change your username in the AppDashboard
To change your username in the AppDashboard: Click on the 'edit' button (pencil icon) in the AppDashboard. Click on "Change User Name" Enter in the new user name and click test Enter the password and then click on 'Connect' and then 'Connect' again.
How to find the application portal from the Microsoft Remote Desktop Client on the Mac
To find your gotomyerp Application Portal web address, please do the following: Open your Microsoft Remote Desktop client on your Mac. Click on the "Pencil" icon to edit your collection Enter the URL observed on the first line of the "Workspace URL" ...
Setting up your Onboarding Portal Account
Summary As part of our improvement plan for the gotomyerp services, and in an effort to improve our security protocols, we will now be implementing full individual logins for each Primary and Backup contacts for the Onboarding Portal. This login will ...
Mac Remote Desktop Client Upgrade from v8.x to v10.x
Microsoft has recently released a new client for Mac, version 10.0 If you are reading this article, you are likely still running the old client, and are looking to upgrade to the new one. You might have also received a yellow banner on your existing ...
How to reset password for Mac and configure the Mac with new password
STEP 1: Reset Password In order to reset your password if you are using Mac, please open Safari and browse to the application portal (How to find the Application Portal URL?) Click on "Manage My Account (Forgot/Reset Password, Unlock Account, First ...
Receiving notification about my password expiring
Problem: You receive emails stating that your password is expiring in X number of days. Reason: All user passwords expire every 180 days, and need to be changed. This is to ensure the security of your account. Solution: There are 2 scenarios to ...
How to request emergency user terminations
There are instances, where a company may need to terminate an employee abruptly or on short notice. Typically, normal onboarding and termination of users requires a processing time of 24-48 hours. When there is a need to terminate an employee, or if ...
How do I login to my account for the first time or after a password reset?
Are you a Mac User? Please see this article for appropriate instructions. AppDashboard Method If you are logging in for the first time on the AppDashboard, launch the application, then enter: Your Company Name: (Must be spelled exactly as it is on ...
How do I reset my password?
If you forgot your password, or your password is expired, you have 2 options to reset your password: Send yourself a PIN code to your email, or SMS to your phone, if your cell phone is registered. Answer the challenge questions that you previously ...
How do I disconnect, but not log off my account
Unless otherwise communicated to you or agreed upon, these are the default parameters for your account disconnections: An active session can be running for 12 hours an Idle session can be idle for 2 hours An idle session is defined by the mouse not ...
I just got a new computer or want to access gotomyerp on a new computer
AppDashboard Method If you already have an account. Download the AppDashboard Enter the information in your Provisioning email. You may find that with one of the following 3 methods: Search your mailbox for the following: " gotomyerp: User: " Ask ...