Log into the Yellowfin mobile app by using:
Use your Yellowfin server username and password to log in.
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
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
Once logged in, Yellowfin mobile will display your Timeline
The next time you log in, you will be taken straight to your Timeline.
The Yellowfin mobile onboarding invitation simplifies the login process by removing the requirement for login credentials. Users receive email invitations with a link, that when tapped, automatically opens the app on their instance of Yellowfin without the need for for login details, such as a username, password, server URL, or Client Org.
Yellowfin sends onboarding email invitations on behalf of:
Admins send invitations to users by following the steps below.
Before issuing onboarding invitations to users, make sure your email configuration has been set up in Yellowfin on your desktop computer. You will also need to define an external URL to access this instance by specifying your IP address (in the External Instance Base URL field under General Settings).
From a desktop computer, use a web browser to access Yellowfin
The Mobile Access Management page displays a list of invitees, allowing you to manage users’ access to the mobile app
Users can send themselves an invitation to initiate the onboarding process for Yellowfin mobile. This process can be performed by any user (not specifically an admin), provided they have the Mobile Self Invite role function enabled.
The Mobile Self Invite mobile role function must be enabled for this process. Your system administrator will be able to assist.
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
If you have received a Yellowfin onboarding token, follow the steps below to log into the app.
Make sure you have installed the Yellowfin mobile app prior to logging in.
Your preferred browser is opened first, before the app is launched. Depending on your security settings, a confirmation message might appear, seeking permission to launch the app.
If you exit or switch to another app, you will remain logged in for 15 minutes before being logged out automatically
Yellowfin's sample data allows you to browse and interact with our library of Signals, Stories and Reports. You can trial the mobile app using Yellowfin’s sample content by following these steps.