Learn how to configure Yurbi on different port
Learn how to configure mail settings
Learn how to edit DashboardFox's Timeout Setting
Overview Modifying formula functions is done when you require to update the functions commonly used by the users, or when you do not require the users to use a few functions. This can also be used if you have your own proprietary ODBC Driver with some bu ...
Learn how to update DashboardFox
Learn how to use branding setting in Yurbi
Note: ODBC Data Connections is a DashboardFox Cloud feature and is not available for on-premise or self-hosted installations. For on-premise installations self-install your ODBC Driver and DSN and register as normal using the ODBC db platform setting.You ...
Learn what is the function of phrase manager and how to configure them
The user editor (Settings → Security → Users) includes controls for the state of a user's account: inviting by email, disabling, unlocking, forcing a password change, resetting two-factor authentication, marking service accounts and the External authentic ...
DashboardFox includes a set of security features for sign-in and user accounts. On a self-hosted server all of them are off by default: upgrading does not change how your users sign in until you turn a feature on.DashboardFox Cloud: several of these are t ...
Learn how to configure audit options such as enabling or enabling activities or shortening or extending retention days
Learn how to create a user
Understand the functions in licenses settings and know the location of the installation ID
A service account is a DashboardFox user that belongs to a system rather than a person: an API integration, the account your application signs in with to embed dashboards, a scheduled export, or the user that Server Sync uses to copy content between serve ...
DashboardFox Cloud sites start with a security baseline already in place, and some settings are managed for you. This article lists what is on from day one, what you can change, and what needs the Enterprise plan. The feature articles linked below describ ...
Learn how to optimize branding with additional options
Learn how to change ownership of scheduled items as an admin user
Account lockout temporarily blocks sign-in for a user after too many wrong passwords. It slows down password-guessing attacks without permanently locking anyone out.DashboardFox Cloud: lockout is always on. The switch is not shown unless your site is on t ...
For use cases where it is desired to have a Yurbi user schedule emails to anonymous users, by free-flowing typing emails vs selecting authorized Yurbi users, this article describes the process to turn this feature on.
Learn how to create a new application
To send two-factor codes by text message, DashboardFox needs an SMS provider. You can connect Twilio directly or use any other SMS gateway that offers an HTTP API. Messages are sent from your account with that provider; DashboardFox does not include messa ...
Server Sync pushes apps, reports and dashboards from one DashboardFox server to another and keeps the copies up to date. Use it to promote work from development to production, distribute a standard set of content to several servers, or move between on-pre ...
Learn how to change the language and time zone on an existing user
Tenant mode is for installations that need to support multiple customers within the same Yurbi install and database.
Users can reset a forgotten password themselves, or sign in with a one-time link sent to their email, without contacting an administrator. The two features are separate switches and can be used independently.DashboardFox Cloud: both switches are on when y ...
Two-factor authentication asks users for a second proof of identity after their password: a code from an authenticator app, a code sent by email or text message, or a Duo push. Even if a password is stolen, the account cannot be used without the second fa ...
Enforce password security is a setting that applies modern password rules to every password created or changed in DashboardFox: a minimum length, and screening against common and publicly breached passwords. It follows NIST SP 800-63B, which favors length ...
Note: Custom Domains is a DashboardFox Cloud feature and is not available for on-premise or self-hosted installations.You can configure a custom domain for your DashboardFox workspace so that users access it at your own URL instead of the default Dashboar ...
Note: This article covers SMTP Mail Settings for DashboardFox Cloud, for on-premise see "How to configure mail settings."DashboardFox sends outbound email for scheduled reports, alert notifications, and other system messages. The Mail Settings tab lets yo ...