Account & Profile - Complete Guide

Manage your personal information and customize your Yobi experience.

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.

1

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
2

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
3

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.

4

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
5

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.

6

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
7

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.

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