Account & Profile - Complete Guide

Your Account & Profile settings in Yobi allow you to manage your personal information, customize your user experience, and control how you appear to other team members and contacts. This is where you personalize your Yobi experience and manage your individual user settings.

For information on creating your Yobi account, please refer to the Getting Started guide.

User Types and Roles

Yobi has two types of users:

Admins

Can add or remove team members through the "Manage Users" portal
Have the ability to install, connect, or disconnect channels and integrations
Can import contacts to Yobi (exclusive admin function)
Manage overall account settings

Users

Standard team members with access to assigned channels
Can use all features assigned to their role
Cannot manage integrations or add/remove team members

Profile Management

Add a Photo to Your Profile and Contacts

Personalize your profile by adding a profile picture. This helps team members identify you in conversations and creates a more personal communication experience.

Account Credentials

Use your email address and password to access your account
Credentials work across all platforms (web, desktop, mobile)
Maintain secure access across all your devices

Accessing Your Account

Multi-Platform Access

You can access your Yobi account across multiple platforms:

Web App

Access your account by signing in with your credentials at app.yib.io
Full functionality available through web browser

Desktop Apps

Windows: Available via Microsoft Windows Store with real-time desktop notifications
Mac: Available via Apple Mac Store

Mobile Apps

Android: Available on Google Play Store for on-the-go access
iOS: Available on App Store for Apple devices

Cross-Platform Synchronization

Your account data syncs across all platforms, ensuring consistent access to your conversations, contacts, and settings.

Visual Preferences

Compact And Dark Mode

Customize your visual experience with display options:

Switch between standard and compact view
Enable dark mode for reduced eye strain
Personalize the interface to match your preferences

Account Management Best Practices

Profile Maintenance

Keep your profile information up to date
Add a professional profile photo
Ensure your contact information is accurate

Security

Use a strong, unique password for your account
Keep your login credentials secure
Sign out when using shared devices

Team Collaboration

Unlike many other software options on the market, Yobi is designed to be intuitive and easy to learn for your team members. We recommend that your team explores Yobi together. This collaborative approach will help generate questions that lead to a better understanding and use of the app.

Managing Your Role

For Team Members

Access only the channels assigned to you by the admin
Keep your profile information up to date
Customize your display preferences
Utilize all features available to your role

Quick Tips

Access your account from any device with your credentials
Update your profile photo to help team members recognize you
Explore display options like Dark Mode for comfortable viewing
Remember that only admins can manage team members and integrations

Your Account & Profile is the foundation of your Yobi experience, providing personalized access to all communication channels and team collaboration features.