--- title: "Mobile App Log In" canonical: "https://wiki.yellowfinbi.com/space/yfcurrent/2197699/Mobile%20App%20Log%20In" format: markdown --- > Macro (toc) > Macro (anchor) ## Overview Log into the Yellowfin mobile app by using: - Your Yellowfin server login credentials. - Your Yellowfin mobile onboarding invitation link (this method does not require login credentials). ## Logging in with Yellowfin credentials Use your Yellowfin server username and password to log in. 1. Open the app, and tap on the **Login** button > Macro (inline-media-image) 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 > Macro (inline-media-image) A pop-up will appear, explaining how to obtain the correct URL if you are unsure > Macro (inline-media-image) 3. Tap **OK **to return to the login screen > Macro (inline-media-image) 4. When at the login screen, specify your **Server URL** > Macro (inline-media-image) 5. Enter your Yellowfin username and password The username field is case-sensitive > Macro (inline-media-image) To log into a specific client organization, provide the **C****lient Org** reference ID, otherwise leave this field empty 6. Tap on the **Login** button to continue > Macro (inline-media-image) 7. Choose a quick authentication method and tap the **Continue** button Available [quick authentication options](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Other+Mobile+App+Features#OtherMobileAppFeatures-ConfigureAppSettings) depend on your mobile device, and make sure your chosen quick authentication method is pre-configured > Macro (inline-media-image) Tap **Skip** to setup later > Macro (inline-media-image) 8. Swipe left on each of the introductory pages, and tap **Got it! **on the last page > Macro (inline-media-image)   > Macro (inline-media-image)   > Macro (inline-media-image) 9. Once logged in, Yellowfin mobile will display your [Timeline](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2197735/Using+Yellowfin+Mobile#UsingYellowfinMobile-Timeline) > Macro (anchor) ## Logging with a Yellowfin mobile onboarding invitation 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.  ### Sending invites Yellowfin sends onboarding email invitations on behalf of:  - Admins to multiple or specific users, or - Users to themselves (users must have the correct role function enabled) > Macro (anchor) ### Issuing and revoking onboarding invitations - admin level Admins send invitations to users by following the steps below.  > ✅ **Tip** > ✅ > ✅ Before issuing onboarding invitations to users, make sure your [email configuration](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2204735/Configuration#Email) has been set up in Yellowfin on your desktop computer. You will also need to define an [external URL](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2204735/Configuration#System) to access this instance by specifying your IP address (in the **External Instance Base URL **field under** General Settings**). 1. From a desktop computer, use a web browser to access Yellowfin 2. Click on the > Macro (inline-media-image) 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](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Mobile%2BApp%2BAdministration#MobileAppAdministration-MobileAccessAdministration) page > Macro (inline-media-image) The [Mobile Access Management](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Mobile%2BApp%2BAdministration#MobileAppAdministration-MobileAccessAdministration) page displays a list of invitees, allowing you to manage users’ access to the mobile app  > Macro (inline-media-image) 4. Click on the **New onboarding token** button. 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 6. Click on the **Send** button to send the invitations > Macro (inline-media-image) The new users will be added to the **Mobile Application Access Management** page 7. To revoke access to the mobile app, click **Revoke user tokens** > Macro (inline-media-image) 8. To revoke access for a user or users, type their name in the field and click the user from the dropdown list 9. Click **Revoke** 10. The selected user will be removed from the **Mobile Application Access Management** page ### Issuing and revoking onboarding invitations - user level 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](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Mobile%2BApp%2BAdministration#MobileAppAdministration-MobileRoleFunctions) must be enabled for this process. Your system administrator will be able to assist. 1. From your desktop computer, use a web browser to access Yellowfin 2. Click on the > Macro (inline-media-image) in the top left corner of the screen, then click on **Profile Settings** > Macro (inline-media-image) 3. If required, scroll down the list of options and expand the **Mobile Access Management **section The [Mobile Access Management](https://yellowfin.atlassian.net/wiki/display/yfcurrent/Mobile%2BApp%2BAdministration#MobileAppAdministration-MobileAccessAdministration) page allows you to issue an onboarding token to your mobile device, and manage your deployed tokens > Macro (inline-media-image) 4. Click on the** New onboarding token** button A confirmation message will appear 5. Click the **Send **button to confirm and send an invitation > Macro (inline-media-image) A new token will be added to the **Mobile Access Management** section > Macro (inline-media-image) 6. To revoke your mobile app onboarding token, click **Cancel** next to the token > Macro (inline-media-image) The token will be removed automatically > Macro (inline-media-image) ### Logging in with an onboarding token 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. 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 > Macro (inline-media-image) 3. The app will open on your device and automatically log you 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 > Macro (anchor) ## Use Yellowfin's Sample Content 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. 1. Tap on the **‘Try on our sample data’** link at the bottom of the Login screen A form will appear 2. Tap on each field of the form to enter your details 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