Update BoldDesk Mobile App Profile Settings
Agents using the BoldDesk mobile app can easily customize their portal settings to match their workflow and preferences. All customization options are available under Profile, accessible via the mobile navigation interface.
Why Customize Your Profile?
Customizing your profile helps you:
- Improve workflow efficiency by setting availability.
- Enhance user experience with personalised themes.
- Manage multiple accounts seamlessly.
Accessing Agent Profile Settings
- Open Profile
- Tap the Profile icon in the mobile app.
- Tap the Profile icon in the mobile app.
Agent Profile Details
The Agent Profile contains key settings that allow you to personalise your experience and manage your account. Below is a detailed breakdown:
| Profile Details | Definition |
|---|---|
| Agent Availability Status | Here, you can change your availability status for chat or helpdesk interactions. |
| Theme | Customise the visual appearance of the BoldDesk portal (system/light/dark mode). |
| Personal Settings | Adjust preferences such as notifications and display options. Explore BoldDesk Mobile Portal Settings: Personalise Your Experience. |
| Switch Account | Switch between multiple BoldDesk portals added to your app. |
| Add another account | Add a new BoldDesk portal to your mobile app. |
| Sign out | Log out and end your current session securely. |
Frequently Asked Questions (FAQs)
Q1: Can I set different themes for different accounts?
A: No, the theme applies globally across all accounts in the app for the specific Agent.
Q2: How do I know if my availability status is active?
A: Your status indicator will show your current status as either Online, Busy, Offline, etc., in the profile section.
Q3: Is switching accounts secure?
A: Yes, BoldDesk uses secure authentication for all account switches.
