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How to Use and Update your Personal Settings

Learn to use your personal settings in the Yoco App and discover how to update your details.

Updated over 2 weeks ago

About your personal settings

Your personal settings are all about you, the business owner. To access your personal profile, tap the initials icon in the top left-hand corner of the Yoco Mobile App or click on your name in the bottom left-hand corner of the Yoco Web App.

Once the Personal settings page has opened up, you'll find a series of tiles/widgets that allows you to view and update your personal details, change your password, get help, and more. Let's take a closer look.

1. Personal details

Select the Personal details tile/widget on the Personal settings page in the Yoco App (mobile or web) to view and change the following information:

  • Mobile number linked to your Yoco profile.

  • Email address linked to your Yoco profile.

  • Communication preferences (when you get emails from Yoco about your sales, tax invoices and stock).

✨ Need to update your personal details or communication preferences? Click the relevant link below for a step-by-step guide.

Please note: You can’t change your name on the Personal details tile as this is the name of the registered Yoco profile owner. Changing the profile owner can only be done by contacting Yoco Support via our in-app chat.

πŸ’‘ Good to know: The email address you enter in your personal settings will be your username for logging in to Yoco and will be used (along with your mobile number) to send you important messages about your profile and to securely reset your password – so it's important that both are kept up to date.

2. Reset password

Select the Reset password tile/widget on the Personal settings page in the Yoco App (mobile or web)to change your personal Yoco password for logging in to the Yoco App (mobile or web), Yoco POS App, and your Yoco card machines.

✨ Need to change your password? Click the relevant link below.

3. Get help

Select the Get Help tile/widget on the Personal settings page in the Yoco App (mobile or web) to go directly to the Yoco Help Centre where you'll find loads of useful articles to help you answer your questions. OR select the blue chat icon in the bottom right corner of your screen to chat to a Yoco human for fast answers.

4. Legal

Select the Legal tile/widget on the Personal settings page in the Yoco App (mobile or web) to view all relevant Yoco's legal documents, including the Terms and conditions, third party licenses and privacy policy.
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5. Log out

Select the Log out button in the top right corner of the Personal settings page in the Yoco App (mobile or web) to log out of your Yoco profile for security.
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How to change your personal information

✨ Top tips

  • Updating your personal profile details is always password protected.

  • Information may need to be verified before changes can be reflected.

  • Greyed out details require extra verification and can only be changed by contacting Yoco Support.

1. Changing your personal details

  1. Log in to the Yoco App (mobile or web).

  2. Select the initials icon in the top left corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.

  3. When the Personal settings page opens up, select the Personal details tile/widget.

  4. Select the Edit button on the right of the Personal details section.

  5. Change your email address and phone number.

  6. Select Save changes before leaving the page.

✨ Need to change the name of the profile owner? Please contact Yoco Support for assistance via our in-app chat.

2. Changing your communication preferences

  1. Log in to the Yoco App (mobile or web).

  2. Select the initials icon in the top left corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.

  3. When the Personal settings page opens up, select the Personal details tile/widget.

  4. Select the Communication preferences tile/widget.

  5. Toggle the switches to change when you get emails from Yoco about your sales, tax invoices and stock.

  6. Select Save changes before leaving the page.
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3. How to reset your Yoco password (if you know what it is)

  1. Log in to the Yoco App (mobile or web).

  2. Select the initials icon in the top left corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.

  3. When the Personal settings page opens up, select the Reset password tile.

  4. Enter your current password.

  5. Enter and confirm your new password.

  6. Select Save password.
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  7. Check your email or SMS inbox for a message from Yoco, open it and select Reset here.

  8. Once the link opens in your browser, enter and confirm your new password, then select Submit.

  9. When you receive confirmation that your password has been changed, go back to the Yoco App and log in with your new password.

4. How to reset your Yoco password (if you've forgotten it)

  1. Go to the Yoco App (mobile or web) (or a Yoco card machine and/or the Yoco POS App) and select I forgot my password on the login screen.
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  2. Enter the email address or mobile number linked to your Yoco profile.

  3. Press Reset my password.

  4. Check your email or SMS inbox for a message from Yoco, open it and select Reset here.

  5. Once the link opens in your browser, enter and confirm your new password, then select Continue.

    6. Congrats! You can now log in with your new password. πŸ™Œ

πŸ‘€ Personal settings FAQs

What verification does Yoco require to update my personal settings?

As an accountable financial institution, Yoco conducts FICA verification on all customers. We can fetch your data directly from Home Affairs, or you can manually upload an identity document (ID book, ID smart card, or passport) and we will match this document to your face. All Yoco customers are enrolled in our vetting and ongoing monitoring programmes, where we check for any sanctions or money-laundering flags.

If I have a Yoco profile, will my personal details be pre-loaded in the Yoco App? Yes, your personal settings will contain the data you provided to Yoco during the sign-up process. We do however require new information, so make sure you review your personal and business settings.

Will any of my personal information appear on my Yoco receipts?

Your mobile number is automatically set to appear on your receipts, but you can easily remove it by following these steps.

  1. Log in to the Yoco App (mobile or web).

  2. Select your business name to open your Business settings.

  3. Select the Receipt settings tile.

  4. Select the Edit button next to the Details heading.

  5. Look for the phone number option and toggle the button to hide it on your receipts.

  6. Save your changes.

Can I use an international number in my personal settings?

Yes, you can use an international phone number in your personal profile.
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Can I use a WhatsApp-only number in my personal settings?

It's best to use a mobile number that receives SMS notifications and phone calls as we use both of these communication methods to keep you informed about your Yoco profile.

Can I use the same email address and/or mobile number for several Yoco profiles? Unfortunately not – your profile contact details form part of your unique Yoco login credentials and these need to be different for each profile.

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