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Domo

Managing Pages

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=managingpages

Intro

You can customize Domo by adding, renaming, reordering, and hiding pages, as well as adding subpages to parent pages. All of these options are available in the Manage Pages dialog, which you can open by clicking  to the right of the page tab row. 

For information about personalizing the layout of cards in pages, see Managing Cards and Pages.

The following screenshot shows the most important components of the Manage Pages dialog:

You can expand or collapse the list of subpages by clicking  or  next to the parent page.

Notes:

  • Some options in the Manage Pages dialog may not be available, depending on the access rights of your security role. For more information about security roles, see Security Role Reference.

  • System pages, such as Overview, Shared, and Favorites, do not appear in the Manage Pages dialog.

  • Pages that have been locked in the Company Settings tab in Admin Settings do not appear in Manage Pages. However, pages that have been locked by clicking the icon do appear in Manage Pages. For more information about locking pages in the Admin Settings, see Adding Company Pages. For information about locking content in personal pages, see Locking or Unlocking Page Content.

  • Certain user-created pages in Domo may also not appear, indicating that you do not have sufficient access rights based on your security role to rename, move, or hide those pages. For more information about access rights, see Controlling Access in Domo.

  • You can also manage pages in the Pages tab in Admin Settings by clicking  > Admin > Pages. In the Pages tab, you can manage user and group access for pages, add or remove cards on pages, and delete pages. This feature is only available for users with an "Admin" security role. For more information about security roles, see Security Role Reference.

You can also change the owner of a page if you have an "Admin" security role or are already the page owner. You do this by clicking the Change link next to the page owner profile picture then selecting a new owner from the menu. 

For information about sharing access to a page, see Sharing Access to Content.

For more information about pages, see Understanding Pages.

For information about locking cards on a page so that only the page owner and users with an "Admin" security role can reposition and resize them, see Locking or Unlocking Page Content.

Adding pages

When you add a page or subpage, it is unshared or "private" by default. Only page owners and users with an "Admin" security role are able to view a private page. You can share access to the page with other users. For more information about sharing access to content, see Sharing Access to Content. For more information about security roles, see Security Role Reference.

To add a page,

  1. Click .

    The Manage Pages dialog opens.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
  2. Click Add a new page.

  3. Enter a name for the new page.
    Page names can contain up to 25 characters.

  4. Click Save.

  5. (Optional) Move the new page to the desired position in Domo by dragging the handle to the left of it.

  6. Click Done.

Adding subpages

You can add subpages to any top-level page in Domo.

Notes:

  • You cannot have a private parent page with a shared subpage.

    If you share a subpage, Domo shares its parent page with the same users and groups as the shared subpage.

  • You can have a shared parent page with private and shared subpages.

To add a subpage,

  1. Click .

    The Manage Pages dialog opens.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
  2. Click  next to the top-level page you want to add a subpage to.

    The page expands to reveal any existing subpages, and the Add a subpage button appears.

  3. Click Add a subpage.

  4. Enter a name for the new subpage.
    Page names can contain up to 25 characters.

  5. Click Save.

Renaming pages and subpages

You can rename any page or subpage in Domo for which you have access.

You can rename a page or subpage while on the page or subpage, or you can rename a page or subpage in the Manage Pages dialog.

To rename a page or subpage,

  1. Do either of the following:

    • On a page or subpage, click the name of the page or subpage, then change the name as desired.

    • Click .

      1. The Manage Pages dialog opens.

        Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
      2. Click the page or subpage name you want to change.

      3. Replace the current name with the new name.
        Page names can contain up to 25 characters.

      4. Click Save.

      5. Click Done.

Reordering pages and subpages

In the Manage Pages dialog you can change the order of pages and subpages in your tab rows by dragging the handles to the left of the names. You can move a subpage above or below other subpages under the same top-level page, but you cannot move it elsewhere in the hierarchy. You can change the hierarchical level of pages in the Admin Settings if you have an "Admin" security profile. For more information, see the next section.

Tip: You can reorder subpages of a locked page in Company Settings. For more information, see Managing Pages.

To move a page or subpage elsewhere in Domo,

  1. Click .

    The Manage Pages dialog opens.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
  2. Mouse over the horizontal bars to the left of the name.

    The cursor changes to indicate that the page or subpage is movable.

  3. Drag the page up or down to the desired position in Domo.

  4. Click Done.

Any pages that do not fit in the tab row are listed in the More menu.

Moving pages in the hierarchy

In the Admin Settings, you can change the position of pages in the hierarchy. For example, you could demote a top-level page to a second-level page by moving it under another top-level page. You can move pages one by one, or you can move multiple pages at once. You must have an "Admin" security profile to do this. For more information about security profiles, see Security Role Reference.

When you move pages, you are given the option to assign them as top-level pages or subpages. When you choose to assign pages as subpages, you are asked to select their new parent pages. You can select any top-level or second-level page as a parent page. 

When you move pages, a number of options are available for setting permissions on those pages, as follows:

Option

Description

Use permissions for this page

Permissions for moved pages remain the same. Only users with access to the pages before they were moved will have access to the pages in the new destination. 

Inherit permissions from top page

Only users with permissions to the parent page the pages are moved under will have access after the move. Available only when you choose the Make Subpage option.

Merge permissions

All users with access to the pages before the move and all users with access to the parent page they are moved under will have access to the page after the move. Available only when you choose the Make Subpage option.

Remove permissions

All permissions from the pages are removed.

To move pages in the hierarchy,

  1. Select > Admin.

  2. Click Pages in the left-hand pane.
    A list of all pages in the instance appears.

  3. Check the boxes for all pages you want to promote or demote.
    You can use the column filters to filter the cards in the list. You can also select or deselect all cards passed through your selected filters.

  4. Select Edit > Move.

  5. Under Choose Location, select Top Level Page if you want the moved pages to be top-level pages, or select Make Subpage if you want the pages to be subpages of a specific parent.

  6. (Conditional) If you chose Make Subpage in the previous step, enter the name of the desired parent page in the Select Pages field.
    The top results of your search appear automatically in a list as you enter characters and filter accordingly as you add or remove characters.

  7. Under Permissions, select the desired permissions option for these pages.
    For more information about the permissions options, see the table above.

  8. Click Move Pages.
    The pages are moved to the location you specified, and the permissions are updated.

Hiding and showing pages

You can hide pages or subpages that you do not want to appear when you view and navigate Domo. (Others with access to the pages can see and navigate to them.) You cannot hide a locked page. Hiding a page does not delete the page. You can "unhide" hidden pages.

To hide a page or subpage,

  1. Click .

    The Manage Pages dialog opens.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
  2. Click Hide for the page or subpage you want to hide.

To "unhide" a hidden page,

  1. Click .

    The Manage Pages dialog opens.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Page.
  2. Click Unhide for the page or subpage you want to unhide.

    Sharing or not sharing (keeping "private") a page or subpage has to do with controlling access for others to pages and subpages you manage.
    Hiding and unhiding a page or subpage has to do with personalizing Domo for yourself.

    If you want to...

    do this...

    Let others access a page

    Share the page with them or with a group they are a member of

    Prohibit others from accessing a page

    Do not share the page with them

    Prohibit anyone from accessing a page

    Do not share the page with anyone and it is "private"

    Personalize your view and navigation of pages in Domo

    Hide or unhide a page or subpage

    For information about sharing access to a page, see Sharing Access to Content.

Deleting pages or subpages

Depending on your security role, you can delete pages from Domo.

  • If you have a "Privileged" or "Editor" security role, you can delete pages you own.

  • If you have an "Admin" security role, you can delete any pages in your Domo.

For more information about security roles, see Security Role Reference.

If you delete a page,

  • if the page has any subpages, the subpages are deleted

  • the cards on the page are not deleted from Domo

To delete a page,

  1. Click > Admin.

    The Admin Settings appears.

  2. Click Pages in the side menu.

  3. Select the page you want to delete.

  4. Click Delete this Page.

  5. Click Delete to confirm deleting the page and any subpages.

Changing the page owner

You can change the owner of a page if you have an "Admin" security role or you are already assigned as the page owner. You can change page owners one page at a time, or you can change the owner of multiple pages at once in the Admin Settings. For more information about security roles, see Security Role Reference

To change the owner of a single page,

  1. Click the Change link located next to the profile picture of the current page owner at the top of the screen.


    The Assign Owner dialog opens.
  2. Select the new page owner from the dropdown menu.

  3. Click Assign.

Ownership of the page is transferred to the user you selected.

To change the owner of multiple pages at once,

  1. Select > Admin.

  2. Click Pages in the left-hand pane.
    A list of all pages in the instance appears.

  3. Check the boxes for all pages you want to change the owner of.
    You can use the column filters to filter the cards in the list. You can also select or deselect all cards passed through your selected filters.

  4. Select Edit > Change Page Owner.

  5. In the Search Users field, enter the name of the desired owner.
    The top results of your search appear automatically in a list as you enter characters and filter accordingly as you add or remove characters.

  6. Select a user from the list.
    The name of the user added to the field.

  7. Click Change Owner.

Ownership of all of the pages you selected is transferred to the new owner.

Locating the page ID

To find a page ID follow these steps,

  1. Navigate to a page.

  2. Locate the URL.

  3. The page ID is the string of numbers in the URL. (e.g. https://mycompany.domo.com/page/123456789)