Security - Complete Guide

Security features in Yobi help protect your account and manage access to your business communications.

Security features in Yobi help protect your account and manage access to your business communications. Based on the user screenshot, Security is one of the key settings available for managing passwords, two-factor authentication, and security preferences.

1

Account Access

Sign In Credentials

  • Access your Yobi account by signing in with your credentials
  • Credentials work across all platforms (web, desktop, mobile apps)
  • Sign in is available at app.yib.io for web access
2

User Roles and Permissions

Admin Security Controls

Only admins have the ability to:

  • Add or remove team members through the "Manage Users" portal
  • Install, connect, or disconnect channels and integrations
  • Import contacts to Yobi
  • Control which channels team members can access

User Access Management

When adding new team members, admins can:

  • Choose the role to assign them
  • Select the channels they want them to access
  • Control their permissions within the system
3

Platform Security

Multi-Platform Access

Your account can be accessed from:

  • Web browser (app.yib.io)
  • Windows desktop app
  • Mac desktop app
  • Android mobile app
  • iOS mobile app

All platforms require sign-in with your account credentials.

4

Access Control Features

Role-Based Access

  • Admins:Full system control and user management
  • Users:Access only to assigned channels and features

Channel Access Control

Admins can selectively grant access to specific communication channels for each team member, ensuring users only see relevant conversations.

5

Best Practices

  • Keep your login credentials secure
  • Only admins should manage user access and integrations
  • Regularly review team member access and permissions
  • Sign out when using shared devices

Security settings help ensure that your Yobi account and customer communications remain protected while providing appropriate access to team members.

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