Managing Your User Settings

Learn how to manage and personalize your user account settings, such as your profile, signature, away status, and notifications.

Quick Links

• Managing Your User Profile
  • Profile Information
  • Password
• Setting Up Your Signature
• Using the Away Status
• Managing Your Notifications (Web, Email, Mobile)
• Notification Types
• Resetting Your Web Notifications

Managing Your User Profile

To access your Profile settings:

1. Select your profile icon, in the top right corner of your screen.
2. Select Your settings.
3. Select Profile in the settings sub-menu.

Profile Information

From the Profile Information section, you can upload a photo to your profile. Your photo will only be visible in Kimoby, next to your name, and not to your customers.

If you upload a photo to your account, it will be easier to identify your profile when viewing and analyzing your account's performance metrics. You can always delete your photo or leave it blank.

1. Click Upload photo.
2. Select your photo, and it will be added to your profile.

You will also be able to edit your information, such as your name, email, preferred language, job position, and reference ID.

Your preferred language is the language that will be used for all communications from Kimoby.

Your reference ID is the ID you have as a user in another software that is integrated with Kimoby. This means this number is only useful when you have an integration. Your reference ID will allow you to assign conversations automatically and personalize automations with the name of the service advisor working on your customer's vehicle.

From your desktop: 

1. In the Profile sub-menu, edit the desired fields.
2. Select Save changes.

From your mobile:

1. Select the Settings icon at the bottom of your screen.
2. Select Information.
3. From there, you will be able to edit your name and email address.
4. Click on the checkmark icon to save your changes.

Password

You can update your password in the Change Password section.

From your desktop:

1. Enter your new password in the Password (6 characters min) field and the Password confirmation field. Your password must be at lease 6 characters, letters and numbers included.
2. Enter your current password in the Current password field.
3. Select Change password.

From your mobile:

1. Select the Settings icon at the bottom of your screen.
2. Select Password .
3. Enter your new password in the Password field and the Password confirmation field. 
4. Enter your current password in the Current password field.
5. Click on the checkmark icon to save your changes.

From the login page:

1. Click on FORGET YOUR PASSWORD? 
2. Enter the email address you registered with.
3. Click on SEND RESET INSTRUCTIONS.

Setting Up Your Signature

To access your Signature settings:

1. Select your profile icon in the top right corner of your screen.
2. Select Your settings.
3. Select Signature in the settings sub-menu.

The signature is used on every message you send manually through Kimoby. It helps your customers know who they are talking to. If you leave your signature empty, the application will automatically use your profile name.

1. You can activate or deactivate your signature by switching to and from the Activate or deactivate the signature when sending a message button.
2. You can edit your signature in the Your signature field.
3. Click on Update Signature to save your changes.

Using the Away Status

You can turn on the away mode when leaving for vacation or when you are unavailable. Turning on the away status helps your team know how long you're unavailable and also who will be in charge of your conversations while you're away.

To access your Away Status settings:

1. Select your profile icon in the top right corner of your screen.
2. Select Your settings.
3. Select Away Status in the settings sub-menu.

As soon as your away status is turned on, a yellow message bubble will appear in your account, in the center, at the top of your screen, as a reminder in case you are available and forget to turn it off.

You can also automatically reassign all new conversations to a user or a team of your choice and/or specify the expected date of return. The away status will be turned off at that date.

Turn on the Away Status

From your desktop:

1. Turn on the Away mode.
2. To reassign your conversations, click on Assign to and select the team of user of your choice from the drop-down menu.
   • If you assign all your conversations to another user that is away as well, the conversations will remain assigned to the same user and not the next assignee.
   • If you send a message to a customer while being in the away mode from the Conversations section, the customer will remain assigned to you.
3. Select the date and time of your return in the Away until and Time of the day boxes.

From your mobile:

1. Select the Settings icon at the bottom of your screen.
2. Select the Away status.
3. Turn on the Set as away button.
4. To reassign your conversations, select Assign conversations to... and choose the user or team of your choice from the drop-down menu.
5. Select the date and time of your return by selecting Away until...

Everywhere your name is featured throughout the app, your name will appear in yellow with a small clock  right next to it so all the other users in your account will see that you are not available.

By hovering over the clock  icon, a yellow bubble will appear, and if you have assigned your conversations to another user and/or have a return date, it will be displayed.

Managing Your Notifications

You can activate and deactivate your notifications from your settings. These notifications can be sent through your browser, your mobile phone, and by email.

1. Select your profile icon in the top right corner of your screen.
2. Select Your settings.
3. Select Notifications in the settings sub-menu.
4. You can choose which type of notifications you want by turning the designated switch to ON (Web, Email).
   
   

Notification Types

In your settings, you will see many different notification possibilities separated by category. Customizing these settings to your liking helps you stay connected to your customers and ensures nothing is missed.

Conversations

New messages: When a new message is received in a conversation assigned to you.

New notes: When another user adds a note to a conversation assigned to you.

@Mentions in notes: When another user mentions you in a note in any conversation.

Assigned conversations: When a new conversation is assigned to you or when an existing conversation is reassigned to you.

Sent message errors: When one of your messages fails to send and causes an error message.

Appointments

SMS appointment cancellations: When a customer replies “NO” to an appointment reminder automation.

SMS appointment confirmations: When a customer replies “YES” to an appointment reminder automation.

@Mentions in an appointment: When another user mentions you in an appointment.

Collaboration

New messages: When another user adds a message to a Collaboration space in which you are a participant.

New videos: When another user adds a video file to a Collaboration space in which you are a participant.

Assigned collaboration spaces: When you are added to a Collaboration space as a participant.

New work orders opened: When a work order is opened for a Collaboration space in which you are a participant.

Kimoby Pay

Paid invoices I sent: When an invoice you sent to a customer is paid.

Paid invoices others sent: When an invoice someone else sent to a customer is paid.

Automations

@Mentions in automation results: When another user mentions you in the results of an automation.

New notes: When a note is added to the results of an automation.

Automation message errors: When an automation message fails to send.

Campaigns

Campaign completed: When a campaign has finished sending to all targeted customers.

@Mentions in campaign results: When another user mentions you in the results of a Campaign.

New notes: When a note is added to the results of a campaign.

Campaign message errors: When an automation message fails to send.

Reviews

New reviews: When a customer leaves a new Google, Facebook or private review.

New replies: When another user replies to a review through the Reviews feature.

@Mentions in reviews: When another user mentions you in a note in Reviews.

Assigned reviews: When a review gets assigned to you.

New notes: When a note is added to a review.

Customers

@Mentions in a note: When another user mentions you in a note in a customer profile.

Reports

Daily deposits report: Daily reports regarding Kimoby Pay deposits.

Manager report: A weekly report containing various metrics regarding your usage of Kimoby.

Imports

Import errors: When there are errors in the imported excel file.

Completed imports: When an import from an excel file is completed successfully.

Estimates

Estimate approval: When a customer approves or declines an estimate.

Team Chat:

New direct messages: When someone directly sends you a message in a Team Chat.

New channel messages: When someone posts a new message in a Team Chat channel you're in.

Resetting Your Web Notifications

1. Login to your Kimoby account. 
2. Click on  Secure, directly before the URL address. 
3. Click on the notifications drop-down menu. 
4. Select Allow. 
5. Refresh your page. 
6. Click on Allow in order for Kimoby to show notifications.