Security & Data Handling

Your data never leaves your infrastructure.

Yurbi runs on your servers, connects to your databases, and operates entirely inside your environment. We designed it this way from day one — so there's nothing for us to breach, leak, or mishandle.

Looking for the feature-level security overview? See the security features list →

The Yurbi mascot guarding a vault with a key
The Self-Hosted Model

Nothing passes through our hands.

In a cloud BI product, your data flows through a vendor's infrastructure. You're trusting their security posture, their employee access controls, their uptime.

Yurbi works differently. You install it on your own server — Windows, Linux, or Docker. It connects directly to your databases. Yurbi only stores configuration and report metadata. Your actual data is queried at runtime and never retained.

  • Yurbi never copies or caches your database records
  • No outbound connections to 5000fish servers required
  • Deploy behind your firewall or fully air-gapped
  • Read-only database credentials — Yurbi cannot write to your data
Your App + Your Users
Yurbi Running on your server
Your Database SQL Server · PostgreSQL
Layer 01 — Authentication

You choose how users log in.

Yurbi supports five authentication methods — from simple passwords to enterprise SSO. Mix and match across your user base.

PIN / Password

Standard Yurbi-managed credentials. Password stored securely, screened against common and breached passwords, with account lockout after repeated failed attempts. Email sign-in links also available. Best for installations not in an Active Directory domain.

Windows / Active Directory

When the Yurbi server is domain-joined, selecting Windows authentication routes login through your local server — and therefore your AD. No separate LDAP configuration required.

Two-factor sign-in & Cisco DUO

Built-in two-factor sign-in by authenticator app, email code, or text message — or enable Cisco DUO directly from Server Settings. Adds a second verification step on top of any primary auth method.

Header-Rewrite SSO

Enable SSO in Server Settings, define the header field name, and any request reaching sso.html that carries the correct header — rewritten by tools like BMC SSO, CA Siteminder, or Azure — will authenticate the user automatically. No additional integration code required on the Yurbi side.

In development Native SAML 2.0 and OpenID Connect (OIDC) sign-in.

API Session Token — Seamless Embedded Login

For ISVs embedding Yurbi inside their product, the DoLogin API generates a session token that authenticates your user silently — no login screen, no redirect. Pass the token in the embed URL and your customer lands directly on their analytics.

The session token is scoped to that user's permissions. Even with the token, a user can only access dashboards and reports their Yurbi account is authorized to see. Full embedding guide →
Layer 02 — Access Control

Tenant Mode: complete isolation for multi-tenant deployments.

When multiple customers share a single Yurbi installation, Tenant Mode ensures each tenant sees only their own groups, reports, and contacts — nothing bleeds across.

Tenant Mode is not enabled by default. It must be explicitly turned on in Settings → Server Settings. Without it, cross-tenant group and contact visibility is active — which is correct behavior for single-tenant or internal deployments, but a misconfiguration risk for multi-tenant ISV deployments. Enable it before you add your first tenant's users.
Without Tenant Mode
  • Security groups All groups visible — Customer A can see Customer B's group names
  • "All Users" group Shown by default — a group that spans all tenants
  • Scheduled report contacts Full contact list exposed when scheduling reports
With Tenant Mode enabled
  • Security groups Filtered to only the groups a user belongs to — other tenants invisible
  • "All Users" group Removed from all tenant-facing lists
  • Scheduled report contacts Limited to contacts belonging to the user's own groups only
Layer 03 — Roles & Permissions

Every user has exactly the access they need.

Four roles control what a user can do — not just what they can see. Assigned per data source, so the same user can build in one app and only view in another.

Agent
View & consume
Builder
Build & compose
Architect
Design the data model
Admin
Full platform control
View dashboards & reports
Schedule & export reports
Build & edit reports
Create dashboards
Design the Yurbi App (semantic layer)
Configure App Shield policies
Manage users, groups, permissions
Server settings, audit config, integrations
Roles are per-app, not global. A user can be an Agent in your customer-facing reporting app while being a Builder in an internal ops app — with different App Shield policies applied to each.
Layer 04 — App Shield

Data-level security. Set once, enforced everywhere.

App Shield is Yurbi's field-level security system. It applies constraints directly at query time — so users only receive the rows they're authorized to see, regardless of how they access the data.

One policy protects everything. App Shield constraints apply to dashboard views, report runs, scheduled emails, exports, and embedded content — without any per-report configuration.
Step 1

Define the policy

Name the policy, select the data source and report types it applies to, then define field constraints — such as limiting by CustomerID, Region, or a date window like "last 90 days."

Virtual field constraints work on calculated values too — not just raw database columns. No schema changes required.

Step 2

Assign to groups or users

Attach the policy to one or more security groups. Users in that group automatically receive the data restrictions — no per-report assignment needed.

Policies can overlap: a user in multiple groups gets the cumulative constraints of all applicable policies.

Step 3

Applied at query time — automatically

When a user runs a report, Yurbi embeds the policy constraints directly into the SQL query. Only the permitted rows are fetched from the database — not filtered after the fact.

This means there's no back door. Even if a user somehow accesses a report directly, the data restriction is enforced at the database call.

Yurbi App Shield Create New Policy screen: a TenantID data security policy with one constraint filtering Service Desk Tickets by tenant ID, assigned to the AllUsers group
App Shield — one policy filters every report by tenant ID, assigned once to a group.

Test it inside your own perimeter.

See how Yurbi's security model works in your environment. Download the trial and run it on your own server — no cloud, no data leaving your infrastructure.

Download Free Trial See a Live Demo See Pricing →
Platform Controls

Additional safeguards built into the platform.

Max Records Cap

Set a platform-wide limit on how many rows any query can return. Protects your database from runaway queries when users forget to apply date or category filters. Configurable in Settings → Server Settings.

Audit Logging

Track logins, login failures, report creation, edits, deletions, group changes, and more. Configurable retention periods. Stored inside your Yurbi installation database — never sent externally.

Guest View Licenses

Share specific reports publicly — or embed them in portals like SharePoint — without requiring a Yurbi login. Guest licenses are scoped per report and fully auditable. App Shield does not apply to guest views by design.

Your Perimeter

Network, OS, and firewall — that's your territory.

Because Yurbi runs inside your infrastructure, the perimeter security controls — firewall rules, OS hardening, network segmentation, TLS configuration, patching cadence — are entirely in your hands.

This is the model enterprise security teams prefer. You're not trusting a vendor's infrastructure posture. You're applying your own standards, your own tools, and your own audit trail.

Implementation Guide →
The Yurbi mascot as a security guard watching a monitor
Deploy on-prem, private cloud, or hybrid
Air-gap capable — no required outbound connections
TLS, patching, OS hardening — your standards apply
Read-only DB credentials — Yurbi cannot modify your data
Your Customers' Security Review

What you can tell your customers' security team.

When you embed Yurbi, your customers' questionnaires ask about your product — not ours. These are the answers the self-hosted model makes short.

“Does this add a new subprocessor?”

No. Yurbi runs in your environment. 5000fish never receives, stores, or processes your customers' data.

“Where is our data stored?”

Where it already lives — in your database. Yurbi queries at runtime and keeps only configuration and metadata.

“Can the analytics tool change our data?”

No. Yurbi connects with read-only database credentials you control.

“How is one customer kept out of another's data?”

Tenant Mode plus App Shield policies, enforced inside the SQL query itself.

“Is access logged?”

Yes. Logins, failures, report activity, and group changes, stored inside your environment.

“Who controls network, TLS, and patching?”

You do. Your firewall, your OS standards, your patching cadence.

FAQ

Common security questions.

Get your dev team back on your product.

See how Yurbi embeds into your product, or download the trial and run it on your own servers today. No consultants required. No six-figure minimums.

  • Multi-tenant security
  • Full white-label
  • Embedding API
  • Data stays on your servers
The Yurbi mascot, hands on hips, ready to help Download Free Trial See a Live Demo Calculate your build cost

Full feature access · Windows & Linux · No credit card required

Talk to the team →