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1. Open the app, and tap on the Login button
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2. At the login screen, tap on What is my server URL?
   The Server URL is the address of the server where Yellowfin is deployed
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   A pop-up will appear, explaining how to obtain the correct URL if you are unsure
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3. Tap OK to return to the login screen
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4. When at the login screen, specify your Server URL
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5. Enter your Yellowfin username and password
   The username field is case-sensitive
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   To log into a specific client organization, provide the Client Org reference ID, otherwise leave this field empty
   
   

6. Tap on the Login button to continue
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7. 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
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   Tap Skip to setup later
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8.  Swipe left on each of the introductory pages, and tap Got it! on the last page
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9. 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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1. From a desktop computer, use a web browser to access Yellowfin

2. Click on the  in the top left corner of the screen, then click on Administration
3. If required, scroll down the list of options, then click on Mobile Access Management to display the Mobile Access Management page
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   The Mobile Access Management page displays a list of invitees, allowing you to manage users’ access to the mobile app
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4. Click on the New onboarding token button.
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5. 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
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6. Click on the Send button to send the invitations
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   The new users will be added to the Mobile Application Access Management page
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7. To revoke access to the mobile app, click Revoke user tokens
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8. To revoke access for a user or users, type their name in the field and click the user from the dropdown list
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9. Click Revoke
   
10. The selected user will be removed from the Mobile Application Access Management page
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1. From your desktop computer, use a web browser to access Yellowfin
2. Click on the  in the top left corner of the screen, then click on Profile Settings
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3. 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
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4. Click on the New onboarding token button
   A confirmation message will appear
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5. Click the Send button to confirm and send an invitation
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   A new token will be added to the Mobile Access Management section
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6. To revoke your mobile app onboarding token, click Cancel next to the token
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   The token will be removed automatically
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1. Using your mobile device, access the invitation email you received
2. Tap on the ‘click here to open and log in’ link within the email
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3. The app will open on your device and automatically log you in

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1. Tap on the ‘Try on our sample data’ link at the bottom of the Login screen
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   A form will appear
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2. Tap on each field of the form to enter your details
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3. 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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