Category Archives: General 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

Report a Problem

March 31, 2020 11:58 pm / Leave a Comment / YoCoBoard Admin

Issues & Feedback

Our team has you covered round the clock ensuring you have an amazing user experience. In the instance that you face an issue, you can report it for our team to sort it out for you as soon as possible. You can use the same feature to post your requests and suggestions. Some of the features you see on YoCoBoard were requested by clients like you. We look forward to hearing yours too!

Alternatively, you can also use our live chat support for instant solutions by clicking the chat icon on the bottom right. Our technical support team (humans, not bots!) will be happy to assist you.

1.1 How to report a problem

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Feedback from the list.
In the pop-up window, you can choose a tab and leave your message.
You can attach a file by clicking the clip icon or tick the Include screenshot checkbox for YoCoBoard to send us a screenshot.
Click the Send button to send your message to us.

Posted in: Basics, General Settings

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.

Posted in: Account Settings, Admin, General Settings

View Peers

February 27, 2020 6:11 pm / 2 Comments / YoCoBoard Admin

See Who’s Online

The Peers page displays all the peers who are clocked in at a given time. When you have team members from across the world, you can view team members who are active at a given point in time, the duration of their current session and region-wise distribution of peers.

#Tip: Connect YoCoBoard to a large external display and view who’s clocked in even before stepping in!

1.1 How to view your peers

On the YoCoBoard sidebar, click Peers to see who’s online. By default, you can see the profile image of the peers who are clocked in (Grid view).
Click on the icon right below the time zone to switch between the different views available for the Peers tab.
The Grid view displays the thumbnails of active staff in chronological order.
The List view is more detailed with information like the staff’s email address, time entry and total hours worked.
The Map view pins the locations of staff on a map helping distributed teams know their location.

Posted in: General Settings, Peers

Change Time Zone

February 27, 2020 5:35 pm / Leave a Comment / YoCoBoard Admin

Auto-Detect & Manual Setting

While tracking time, it is important that your profile is configured to the geographical time zone of your area. This simplifies the way you track time especially if you are part of a distributed team or if you work for clients from another region. YoCoBoard auto-detects time zone based on your location and updates accordingly. You can also manually select a time zone from the list.

In addition to that, your clients can view your clocked-in sessions in their local time (Admin feature).

1.1 Choosing a time zone manually

Click the time zone on the top-right corner of your YoCoBoard dashboard.
On the pop-up window, select Pick from the list, choose your time zone and click Update.

Note: If the time zone you select, doesn’t match the auto-detected time zone, a time zone mismatch icon appears on the app top bar. You may:

Click the icon and update to the system detected time or you can ignore the warning.

Posted in: Basics, General Settings, Hours