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How to Manage Multiple BoldDesk Accounts in Mobile App

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The BoldDesk mobile app offers agents the convenience of effortlessly adding and managing multiple organization portals. It also provides a smooth experience of switching between these accounts without the inconvenience of logging out and logging back in.

There are different ways to manage accounts. The following are some:

Adding an account

If an agent has access to multiple organization portals, they can add accounts.
To add an account in the BoldDesk mobile app, follow these steps:

  1. Click the profile icon.

    image.png

  2. All accounts that have been added will be displayed in a list. Click Add another account.

    image.png

  3. Enter another portal domain and log in. The agent’s other account will be added successfully.

Switching account

In BoldDesk, agents can seamlessly switch between the added accounts without needing to log out and log back in.
To switch to another account, follow the given steps:

  1. Click the profile icon.
  2. All accounts that have been added will be displayed in a list. Click the account you would like to switch.

    image.png

Removing an account

  1. Click the profile icon.
  2. All accounts that have been added will be displayed in a list. Click Remove account.

    image.png

  3. Click the corresponding account to remove

    image.png

    Check out this video tutorial for more.


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