BoldDesk Mobile App Personal Settings
Agents can personalize their BoldDesk mobile portal settings to match their preferences. This includes general settings (language, time zone, ticket options) and theme customization for a better user experience. These options allow you to tailor the system to your workflow.
Steps to Access and Customize Personal Settings
- Open Profile
- Tap the Profile icon in the mobile app.
- Tap the Profile icon in the mobile app.
- Access Personal Settings
- Select Personal Settings from the menu.
- Select Personal Settings from the menu.
Personal Settings in Mobile App
To personalize your Agent Portal settings in the BoldDesk mobile app:
- Personal settings can be accessed from the agent profile in the mobile app.
- From the personal settings page, the user can customize the following:
- Availability Status (Helpdesk & Chat)
- Theme
- General
- Roles & Access
- Change Password
- Push Notification
- Rate Now
- Support
- Switch Account
- Sign Out
Availability Status
From this page, an agent can change their availability status for either Helpdesk or Chat. For each case, you can only choose a status that was configured in your BoldDesk web portal. Learn How to Customize or Create a New Agent Availability Status.
Default Agent Availability Status
| Status Name | Status Category |
|---|---|
| Online | Online |
| Offline | Offline |
| Away | Away |
You can explore How to Change the Agent Availability Status.
Theme
Theme refers to the visual appearance of the interface, primarily through System, Light Mode, and Dark Mode, which agents and administrators can customize for both the mobile app and portal.
| Theme | Definition |
|---|---|
| Follow System | This option makes the BoldDesk app automatically match your device’s current theme setting. If your phone is set to Light Mode, the app will use Light Mode. If your phone is set to Dark Mode, the app will switch to Dark Mode. This is useful if you want consistency across all apps without manually changing BoldDesk’s theme. |
| Light Mode | This forces the app to use a bright, light-colored interface, regardless of your device’s system setting. Typically, backgrounds are white or light gray, and text is dark for better readability in well-lit environments. Ideal for daytime use or if you prefer a clean, bright look. |
| Dark Mode | This forces the app to use a dark-colored interface, regardless of your device’s system setting. Backgrounds are usually black or dark gray, and text is light-colored. Great for low-light environments, reducing eye strain and saving battery on OLED screens. |
Changing Theme in Mobile App
You can switch between Light Mode, Dark Mode, or Follow System.
Option 1: Quick Theme Switch
- Tap Profile icon → Theme.
- Choose:
- Follow System
- Light Mode
- Dark Mode
- Tap Save to apply changes.
Option 2: Through Personal Settings
- Tap Profile icon.
- Go to Personal Settings → Theme.
- Select your preferred theme and save.
General
General settings contain a list of settings grouped as:
| General Setting | Explanation |
|---|---|
| Basic Info | From this page, agents can customize full name and display name. |
| Localization Settings | This allows agents to customize their time zone and language settings. |
| Ticket Settings | Agents can choose how to sort their replies, their preferred default ticket view, and their default message preference. |
| Brand | The brand preference selected here will be used to set the default selection in the brand dropdown on the ticket list page. You can choose either All, Inherit from URL, or Specific. |
| Activity Settings | This enables the agent to choose their default activity view. |
| Chat Settings | From the chat settings, agents can customize their preferred default chat view. |
Once you make changes, you can either reset or update your changes.
Roles and Access
This page shows the roles and access granted to the agent.
You are allowed to view this information only and cannot make any changes here.
- Ticket Brand Access
- Ticket Access Scope
- Chat Access Scope
- Groups
- Role
Change Password
Agents are able to change the passwords they use to log in. You will be required to provide your current password, then provide a new password which you will confirm and then update.
Passwords must contain 8 characters, 1 number, 1 lowercase letter, 1 uppercase letter, 1 special character
Push Notification
Use this setting to configure brand-specific notification preferences, switch to the desired brand and adjust the settings. If not configured, the default notification settings will apply.
Rate Now
Agents can use this to rate their BoldDesk application in the relevant app store.
Support
This redirects the agent to BoldDesk Help Center.
Switch Account
Agents who use multiple accounts can use this option to switch between different BoldDesk accounts.
Sign Out
Use this option to log out of your current BoldDesk session.
Best Practices
- Use Follow System for automatic theme adjustment.
- Confirm changes by refreshing the app interface.
Frequently Asked Questions (FAQs)
Q1: Can I change language and theme at the same time?
Yes, both options are available under Personal Settings.
Q2: Will theme changes affect ticket visibility?
No, theme changes only affect the app’s appearance.
Q3: Can I revert to default settings?
Yes, select Follow System or reset preferences in General Settings.
