Step by step on the phone

Each guide lists the steps on the phone and links to the page with the details. If a step is missing for you, your role may not allow it: see Roles on the phone.

Everyday tasks

Sign in

1. Open the app. Sign in to your workspace asks for your work email; select Continue.
2. Enter your password and select Sign in, or use the method your organization offers: Sign in with a passkey, a sign-in link or single sign-on.
3. If your account uses two-factor authentication, enter the 6-digit code on Two-factor code.
4. The app offers a passkey for next time; choose Not now to skip it. You land on Home.

Details: Get started.

Switch workspace

1. On Home, tap the workspace name, or open Account › Switch workspace.
2. Pick a workspace. Home, the Library and Notifications reload for it.

Find a dashboard, metric, report or story

1. On Home, open Search.
2. Type a few letters. Use the type chips to narrow the results, and tap one to open it.

Or browse Library and its segments. Details: Library.

Filter and share a dashboard

1. Open the dashboard and select Filters. Choose values and select Apply.
2. Select Share, then Share as image, Share a link or Export (PDF, Excel or CSV).
3. Choose the app to send it with.

Details: Dashboards on the phone.

Keep a dashboard for offline reading

1. In Library › Dashboards, open a dashboard’s options (the three dots).
2. Choose Make available offline.
3. Open it later from Library › Offline, with or without a connection.

Get a dashboard or report by email

1. On a dashboard, choose Email me this dashboard; pick Daily, Mondays or The 1st and PDF or Excel, then Subscribe.
2. On a report, choose Email me this report, set the schedule, time zone and file format, and confirm it goes to your account email.

Your subscriptions are listed under Settings › Notifications › Subscriptions. Details: Dashboards and Reports.

Create an alert rule on a metric

1. Open the metric (Library › Metrics) and choose Create alert rule, or Notifications › Alert rules › ＋ New.
2. Choose Above or Below, the Threshold and how often to Check.
3. Select Create alert rule. Allow notifications if Android asks.

Details: Notifications.

Comment on a story

1. Open the story from Library › Stories and choose Comments.
2. Select New comment, choose the section or the Whole Story, and write your comment.
3. To notify people, use Mention people and tick Notify the selected people about this comment., then post.

Details: Stories.

Your account

Change your password

1. Open Account › Change password.
2. Enter the Current password and a New password of at least 8 characters, twice.
3. Select Change password. Your other sessions are signed out.

Turn on two-factor authentication

1. Open Account › Set up two-factor.
2. Add the key to your authenticator app, type the code into Authenticator code and select Verify and enable.
3. Save the recovery codes the app shows.

Details: Account & settings.

End a session on another phone

1. Open Account › Active sessions.
2. On the phone to sign out, select End session, then confirm.

Sign out

1. Open Account › Sign out.
2. Confirm Sign out?. The app removes your account’s data from the phone.

Workspace tools

These need a role that may use the page; every action asks first, and Keep changes nothing.

Run a read-only SQL query

1. Open Account › Workspace tools › SQL.
2. Choose the Data source, write one SELECT under Query, or tap one of your Saved queries.
3. Select Run. The rows show with their count and the time taken.

Details: Data tools.

Mark a data quality issue fixed

1. Open Workspace tools › Data quality and tap an issue.
2. Select Mark fixed (or Ignore) and confirm.

Restore a deleted item

1. Open Workspace tools › Recovery center and tap the item.
2. Select Restore and confirm. Public links, schedules and alerts stay off until you turn them on again.

Run a pipeline now

1. Open Workspace tools › Pipelines and tap the pipeline.
2. Select Run now and confirm. The page says Run started. and lists it under Recent runs.

Invite a person

1. Open Workspace tools › Users or Invites and select Invite (the plus button).
2. Enter the Email address, choose the Company role and, if you like, a Workspace role.
3. Select Send invitation. The page says Invitation sent.

Details: Administration.

Deactivate a user

1. Open Workspace tools › Users and tap the person.
2. Select Deactivate and confirm. They are signed out and can no longer sign in.

Change what a role may do

1. Open Workspace tools › Menu permissions (company admins).
2. Choose a custom role under Role, turn View, Create, Edit and Delete on or off per menu.
3. Select Save. The change applies at once to everyone with that role.

Details: Administration.

Turn off an API key

1. Open Workspace tools › API keys and tap the key.
2. Select Deactivate and confirm. Calls made with it are refused until you Reactivate it.

Change the workspace name, time zone or date format

1. Open Workspace tools › Workspace settings (company admins) and select Edit.
2. Change the Workspace name, the default time zone or the date format, then Save.

Stop a subscription from renewing

1. Open Workspace tools › Subscriptions and tap the subscription.
2. Select Stop renewal, optionally say why, and confirm. It stays active until the end of the period already paid; Resume renewal turns renewal back on.

Details: Billing & subscription.

Choose the default payment method

1. Open Workspace tools › Payment methods and tap an active method that is not the default.
2. Select Make default and confirm.

Update the billing details on invoices

1. Open Workspace tools › Billing details and select Edit.
2. Change the fields and select Save.

Details: Billing & subscription.

Related

• Menu reference
• Roles on the phone
• Troubleshooting