Category Archives: Account Settings

Account Settings: General

April 1, 2020 8:34 pm / Leave a Comment / YoCoBoard Admin

Account Name, Time Zone & Delete Account

The Account Settings is where you can view or update your company name, time zone, time format, set overtime and more. This is where you determine your organization-level settings and how tracked time entries are recorded for all your staff members.

You can also delete your YoCoBoard account if you choose to, although that’s something we don’t recommend!

1.1 Managing general account settings

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, you can manage general settings like changing your Account Name, Time Zone, Time Format or your week’s start day.

Note: You can learn more about advanced settings like IP Whitelisting or configuring your Payroll Settings.

1.2 Deleting your YoCoBoard account

An account can only be deleted by a Super Admin. When you delete your account, staff members belonging to the account will lose access to their YoCoBoard profile.

Note: Deleting your account will remove all your data on YoCoBoard and hence cannot be reversed.

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, click the Delete Account button.
Check the “I Agree” checkbox if you are sure about closing the account and deleting all profiles in it. Remember, this step cannot be undone. You can include your feedback (optional) and click the Close Account button.
An email will be sent to your staff members informing them about the closure of the YoCoBoard account.

Posted in: Account Settings, Admin, General Settings, Settings

Switch Accounts (Companies)

April 1, 2020 12:36 am / Leave a Comment / YoCoBoard Admin

Work with Multiple Companies

On YoCoBoard, an Account is called a Company for ease of understanding and every account has one Super Admin. An organization can sometimes use multiple YoCoBoard accounts to cater to distributed teams spread across different time zones. This is useful when a user temporarily moves to another team in a different time zone. Now, this user can switch accounts and have their time tracked from another account.

Before switching accounts, this user needs to be part of that account. To do that, the Super Admin of that account has to email an invite to this user. On sign up, this user can switch accounts as and when needed.

Note: You can be part of multiple accounts as a user but the Super Admin of only 1 account – the account you created.

1.1 How to switch companies

On the YoCoBoard sidebar, the name of the current company is displayed above the profile picture.
Click the drop-down arrow next to it to switch companies.

Posted in: Account Settings, Companies

Account Settings: IP Whitelisting

March 31, 2020 10:33 pm / Leave a Comment / YoCoBoard Admin

Secure User Access

Your Internet Protocol (IP) Address, like a physical address, is how your computer is identified in a network (internet). An IP Whitelist contains IP addresses that are declared safe by an Admin.

When you enable IP Whitelisting on YoCoBoard, only whitelisted users will have access to the application. This is useful if you want to filter out unauthorized access while allowing only whitelisted IP access to the application.

Note: Access to YoCoBoard will be denied even if a registered user tries to access it with a device that is not whitelisted.

1.1 Whitelisting IP addresses

At the bottom of the YoCoBoard sidebar, click More Options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, click the IP Whitelisting dropdown. You have the following options: Add Single IP, Remove IP, Add IP Range, Remove IP Range.
You can whitelist a single IP address (usually for a single user) or a range of IPs (multiple users).
To specify a single IP, choose Add Single IP from the drop-down. Type the IP address in the adjacent field and press the ENTER key.
Note: Pressing the ENTER key is important to record your entry.
You will find the new IP address displayed in the box. Click the Save button to update.
Note: The IP address should be typed as 4 sets of numbers separated by dots. Each set can have any number between 0 and 255. Example: 192.162.0.22.
To specify a range, choose Add Single IP from the drop-down. Add the starting and ending IP addresses in the relevant fields. Press the ENTER key when done.
Note: Pressing the ENTER key is important to record your entries.
All the IP addresses within that range will be whitelisted and displayed in the box. Click the Save button to update.

1.2 Removing a whitelisted IP address

At the bottom of the YoCoBoard sidebar, click More Options (3 dots) icon next to your name.
Choose Account Settings from the list.
On the Account Settings pop-up, click the IP Whitelisting drop-down and select Remove Single IP or Remove IP Range.
You can remove them from the display box by clicking the relevant “x” symbol next to an IP address.