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- Open the app, and tap on the Login button
- At the login screen, tap on What is my server URL?
The Server URL is the address of the server where Yellowfin is deployed
A pop-up will appear, explaining how to obtain the correct URL if you are unsure - Tap OK to return to the login screen
When at the login screen, specify your Server URL
Enter your Yellowfin username and password
The username field is case-sensitive
To log into a specific client organization, provide the Client Org reference ID, otherwise leave this field empty- Tap on the Login button to continue
Choose a quick authentication method and tap the Continue button
Available quick authentication options depend on your mobile device, and make sure your chosen quick authentication method is pre-configured
Tap Skip to setup later- Swipe left on each of the introductory pages, and tap Got it! on the last page
Once logged in, Yellowfin mobile will display your Timeline
Tip The next time you log in, you will be taken straight to your Timeline.
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From a desktop computer, use a web browser to access Yellowfin
- Click on the in the top left corner of the screen, then click on Administration
- If required, scroll down the list of options, then click on Mobile Access Management to display the Mobile Access Management page
The Mobile Access Management page displays a list of invitees, allowing you to manage users’ access to the mobile app
- Click on the New onboarding token button.
- In the popup, add the users (or groups) you would like to invite
If you wish to avoid sending duplicate invitations to users who have already received invitations (even if they haven’t taken action), click on the Disregard users who have already onboarded check box - Click on the Send button to send the invitations
The new users will be added to the Mobile Application Access Management page - To revoke access to the mobile app, click Revoke user tokens
- To revoke access for a user or users, type their name in the field and click the user from the dropdown list
- Click Revoke
- The selected user will be removed from the Mobile Application Access Management page
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- From your desktop computer, use a web browser to access Yellowfin
- Click on the in the top left corner of the screen, then click on Profile Settings
If required, scroll down the list of options and expand the Mobile Access Management section
The Mobile Access Management page allows you to issue an onboarding token to your mobile device, and manage your deployed tokens- Click on the New onboarding token button
A confirmation message will appear - Click the Send button to confirm and send an invitation
A new token will be added to the Mobile Access Management section - To revoke your mobile app onboarding token, click Cancel next to the token
The token will be removed automatically
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- Using your mobile device, access the invitation email you received
- Tap on the ‘click here to open and log in’ link within the email
- The app will open on your device and automatically log you in
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- Tap on the ‘Try on our sample data’ link at the bottom of the Login screen
A form will appear - Tap on each field of the form to enter your details
- Tap on the See it button to submit your details
You will receive an email containing the login details to access Yellowfin’s sample data server from the app
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