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Domo

Admin Settings Layout

Version 2

 

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

Intro

In the Admin Settings page, you can handle many administrative functions in Domo, including managing users and groups, controlling user access to content, and changing your company name and logo that appear in Domo.

You access this page by clicking  > Admin.

The user interface for the Admin Settings page consists of several panels, arranged side by side. The leftmost panel provides the main navigation for the Admin Settings page. Choosing a different option (or "tab") from this panel updates the information that appears in the center panel, and choosing a different option from the second panel updates the information in the rightmost panel.

Note: This topic discusses the general layout of the Admin Settings page. For information about adding and removing accounts for users, see Managing Users and Groups. For information about controlling user access, see Controlling Access in Domo. For information about changing your company name and logo, see Specifying Company Settings.

 

Training Video - Admin Overview

Learn about managing users, groups, and security in Admin Settings.

 

 

Note: The product training videos are for Domo customers and clients only.

People Tab

When you select People in the tab menu, the middle panel shows the names of all of the users that have been added to Domo, and the rightmost panel displays information for the user selected in the middle panel.

The following screenshot shows the most important components of the People tab.

people_layout_temp.png

You can learn more about the components in the following table:

Name

Description

User list

The list of users in Domo. When you select a user in this list, that user's information appears in the rightmost panel. You can use the Search bar at the top of the list to locate a specific person in the list.

Search field Lets you locate a particular user in your company's Domo.

Profile information

The selected user's profile information, including the user's profile picture, name, email address, phone number, title, security role, and employee number. Users with an "Admin" security role can edit a user's security role here.

Security Profile

A menu from which you can change the user's security access role. Each security role has different access rights in Domo. For example, users with an "Admin" security role have almost universal access in Domo. For more information about security roles, see Security Role Reference.

Add New Person

Allows you to invite someone to Domo. This adds a user profile for that user in the People tab in the Admin Settings page and also sends them an email message so they can set their own credentials and sign in to Domo. For more information, see Inviting Others to Join Domo.

Bulk Add Allows you to add users to your Domo in bulk by uploading a specially formatted CSV file with your user information. For more information, see Adding Users to Domo in Bulk.

Group Memberships

The list of groups this user is a member of. Different groups have different content they can access; therefore, this user has access to all content his/her group can access. For example, in the preceding screenshot, the user named Bob Yakamoto has access to pages and cards accessible by the "Power Rangers" group.

You can add a new membership to this user using the Add Group option, or remove the user from any group in the list using the Remove option. For more information, see Managing Users and Groups.

Access to Content

The pages and cards the selected user can access, along with the group(s) from which the user derives access to the content. In the accessible content list, you can do the following:

  • Toggle between lists of pages and cards using the Pages and Cards buttons.

  • Search for a specific page or card using the Search bar; this search includes only whichever list is open on the screen.

  • Add a page or card to a user's accessible content list using the Add Page or Card option. For more information, see Controlling Access to Cards and Pages.

  • Remove a user's access to any content in the list as long as they do not derive access to the content through a group. If you want to remove a user's access to group resources, you must either remove the resources themselves from the group or remove the user from the group. For more information, see Controlling Access to Cards and Pages.

Reset Overview Content (not shown)

Lets you reset the cards that appear in the Overview page for the selected user. For more information, see Specifying Default Overview Content for Users.

Delete Person

Deletes the selected user from Domo.

Reset Password

Lets users with an "Admin" security role reset the password of the selected user.

Save Changes

Saves any changes made to this user's profile, group, or content access settings.

Groups Tab

When you select Groups in the tab menu, the middle panel shows the names of all of the groups that have been added to Domo, and the rightmost panel displays information for the group selected in the middle panel.

The following screenshot shows the most important components of the Groups tab:

You can learn more about these components in the following table:

Name

Description

Group list

The list of all groups that have been added to Domo. If you have an "Admin" security role, this list shows you all of the groups in your organization; otherwise, the list shows only those groups of which you are a member. When you select a group in this list, the information for that group appears in the rightmost panel. You can use the Search bar at the top of the list to locate a specific group in the list.

Members panel

The panel that shows the profile pictures for all of the members of this group. In this panel you can do all of the following:

  • Jump to a user's Profile page by clicking his/her profile picture. For more information about the Profile page, see Profile Page.

  • Add a user to this group using the Add People to this Group option.

  • Remove a user from the group by mousing over his/her profile picture and clicking Remove from Group

For more information about managing groups, see Creating and Managing User Groups.

Edit name button

Allows you to change the name of this group.

Content list

The list of Domo content—pages and cards—that members of this group can access. Therefore, in the preceding screenshot, all of the members whose profile pictures appear in the Members panel can access all of the content appearing in the list. In the accessible content list, you can do the following:

  • Toggle between lists of pages and cards using the Pages and Cards buttons.

  • Search for a specific page or card using the Search bar; this search includes only whichever list is open on the screen.

  • Add a page or card to a group's accessible content list using the Add Page or Card option. For more information, see Adding and Removing Accessible Content for a Group.

  • Remove any card or page from this group's accessible content list using the Remove option. For more information, see Adding and Removing Accessible Content for a Group.

Add group button

Adds a new, empty group to Domo. For more information, see Creating and Managing User Groups.

Delete Group

Deletes this group from Domo. For more information, see Creating and Managing User Groups.

Default Overview Content

The list of cards that new users who have been added to this group see in the Overview page. This feature is only available for users with an "Admin" security role. For more information about specifying default overview content, see Specifying Default Overview Content for Users. For more information about security roles, see Security Role Reference.

Cards Tab

When you select Cards in the tab menu, a listing of all cards in your instance appears. You can filter the cards in this list, as well as make individual or bulk changes to cards, such as adding or removing user/group access, duplicating cards, etc.

The following screenshot shows the most important components of the Cards view:

You can learn more about these components in the following table:

Name

Description

Card listing

The list of all of the cards that have been added to this Domo instance. If you click a row for a card, a details panel opens. This panel shows a preview of the card, details such as owner and DataSet name, and a list of users with access. In this panel you can click the DataSet name to jump to the details page for the DataSet, or you can click the name of a user to open a details panel for that user.

When you select a card (by clicking its checkbox), the Edit button becomes available.

Select/Deselect Allow you to select or deselect all cards in the listing. If any filters are applied, only the cards that pass the filters are selected. Selecting cards causes the Edit button to become available.

Column filters

Allow you to filter the cards listing. You can apply filters by clicking the icon for a column and selecting the items you want to appear in the list. You can filter multiple columns at once. For example, if you wanted to show only document cards owned by "Alicia Steele," you would select Doc Card for the Type column and do a search for "Alicia Steele" in the Owner column.

Filters you add appear highlighted in blue at the top of the window, next to the Select and Deselect options. You can quickly remove a filter by clicking the "x" next to it.

Columns with filters applied are indicated using the icon. You can click this icon to edit the filters for that column.

Edit button

Allows you to select any of a number of options for working with cards you have selected in the card listing. All options are available for individual or multiple cards. The available options are as follows:

Option

Description

Link to More Info

Change Card Owner

Allows you to change the card owner for all selected cards.

Changing a Card Owner

Add Users & Groups

Allows you to grant access to all selected cards to the users and groups you choose.

Controlling Access to Cards and Pages

Remove Users & Groups

Allows you to remove access to all selected cards from the users and groups you choose.

Controlling Access to Cards and Pages

Duplicate Cards

Allows you to duplicate cards (i.e. "save as") to the pages you choose.

Duplicating Cards

Add to Pages

Allows you to add copies of the selected cards to the pages you choose.

Moving or Copying Cards to Other Pages

Remove from Pages

Allows you to remove the selected cards from the pages you choose.

Removing Cards from a Page

Lock Cards

Allows you to lock the selected cards.

Locking or Unlocking Page Content

Unlock Cards

Allows you to unlock the selected cards.

Locking or Unlocking Page Content

Delete Cards

Allows you to delete the selected cards from Domo.

Deleting Cards from Domo

Domo Everywhere Tab

When you select Domo Everywhere in the tab menu, a listing of all cards in your instance that have been publicly embedded appear. You can filter the cards in this list, as well as make individual or bulk changes to cards, such as changing card owners or enabling/disabling embed links.

The following screenshot shows the most important components of the Domo Everywhere view:

public_embed_admin.png

You can learn more about these components in the following table:

Name

Description

Card listing

The list of all of the cards in this Domo instance that have been publicly embedded. For each card, you can see information about the card and its embed status, including the card owner, embed creator, embed link and creation date, link access (public or disabled), and the number of public views. 

When you select a card (by clicking its checkbox), the Edit button becomes available.

Select/Deselect Allow you to select or deselect all cards in the listing. If any filters are applied, only the cards that pass the filters are selected. Selecting cards causes the Edit button to become available.

Column filters

Allow you to filter the cards listing. You can apply filters by clicking the icon for a column and selecting the items you want to appear in the list. You can filter multiple columns at once. For example, if you wanted to show only cards with currently enabled links owned by "Alicia Steele," you would select Public for the Link Access column and do a search for "Alicia Steele" in the Owner column.

Filters you add appear highlighted in blue at the top of the window, next to the Select and Deselect options. You can quickly remove a filter by clicking the "x" next to it.

Columns with filters applied are indicated using the icon. You can click this icon to edit the filters for that column.

Edit button

Allows you to select one of two options for working with cards you have selected in the card listing. All options are available for individual or multiple cards. The available options are as follows:

Option

Description

Link to More Info

Update Link Access

Allows you to enable or disable the embed links for all selected cards.

Controlling Access to Cards and Pages

Change Card Owner

Allows you to change the card owner for all selected cards.

Changing a Card Owner

For more information, see Sharing Cards Outside of Domo.

Pages Tab

When you select Pages in the tab menu, a listing of all pages in your instance appears. You can filter the pages in this list, as well as make individual or bulk changes to pages, such as adding or removing user/group access, moving pages in the hierarchy, etc.

The following screenshot shows the most important components of the Pages view:

You can learn more about these components in the following table:

Name

Description

Page listing

The list of all of the pages that have been added to this Domo instance. If you click a row for a page, a details panel opens. This panel lists all cards on the page, along with all people and groups with access to the page. In this panel you can click a user's name to open their Profile page or a group name to open the information screen for this group in Major Domo Center.

When you select a page (by clicking its checkbox), the Edit button becomes available.

Select/Deselect Allow you to select or deselect all pages in the listing. If any filters are applied, only the pages that pass the filters are selected. Selecting pages causes the Edit button to become available.

Column filters

Allow you to filter the pages listing. You can apply filters by clicking the icon for a column and selecting the items you want to appear in the list. You can filter multiple columns at once. For example, if you wanted to show pages owned by "Alicia Steele" with more than 10 cards, you would do a search for "Alicia Steele" in the Owner column and set the filter in the Cards column to return values greater than 10.

Filters you add appear highlighted in blue at the top of the window, next to the Select and Deselect options. You can quickly remove a filter by clicking the "x" next to it.

Columns with filters applied are indicated using the icon. You can click this icon to edit the filters for that column.

Edit button

Allows you to select any of a number of options for working with pages you have selected in the card listing. All options are available for individual or multiple pages. The available options are as follows:

Option Description Link to More Info
Change Page Owner Allows you to change the owner for all selected pages. Changing the page owner
Add Users & Groups Allows you to grant access to all selected pages to the users and groups you choose. Controlling Access to Cards and Pages
Remove Users & Groups Allows you to remove access to all selected cards from the users and groups you choose. Controlling Access to Cards and Pages
Move Page Allows you to move all selected pages anywhere in the page hierarchy. For example, you could move a subpage to the top level in the hierarchy r vice-versa. Various options are available for setting the permissions on moved pages. Managing Pages
Lock Page Allows you to lock the selected pages. Locking or Unlocking Page Content
Unlock Page Allows you to unlock the selected pages. Locking or Unlocking Page Content
Delete Page Allows you to delete the selected pages from Domo. This option does not delete cards from deleted pages; they can still be accessed in the Major Domo Center in Content > Cards. Deleting pages or subpages

Publications Tab

When you select Publications in the tab menu, the middle panel shows the names of the slideshows in Domo, and the rightmost panel shows the card slides in the slideshow, along with any published URL and access code.

You can filter the list of slideshows by entering text in the Search field.

The following screenshot shows the most important components of the Publications tab:

You can learn more about these components in the following table:

Name

Description

Title

Displays the name of the title and the number of cards in the slideshow.

Shared URL

Displays the URL for accessing the slideshow.

Access Code

Displays the access code for accessing the slideshow.

Stop Publishing

Removes Web access to the slideshow.

Cards in this Slideshow

Lists the cards in the slideshow. You can see information such as the name, refresh rate, and last refresh time for the card. You can remove a card from the slideshow by clicking Remove.

Delete Slideshow

Deletes the slideshow from Domo. 

For more information about slideshows, see Sharing Content Using Slideshows

Access Rights Tab

When you select Access Rights in the tab menu, the middle panel shows the names of the security roles in Domo, and the rightmost panel shows some of the enabled and disabled access rights for each security role.

The following screenshot shows the partial list of access rights for the "Privileged" security role. A checkmark indicates that the action is permissible by users with this role; a circle with a slash indicates that the action cannot be performed by users with this role.

 

These lists only show a small portion of the access rights available in Domo. For more information about security roles, including a full list of access rights, see Security Role Reference.

Tool Downloads Tab

When you select Tool Downloads in the tab menu, a panel appears on the right with information about tools you can download. Currently you can choose between the following tools:

Report Scheduler Tab

When you select Report Scheduler in the tab menu, two panels appear on the right. In the left panel, you can choose a report to view information on, see the history of all sent reports (successful as well as unsuccessful), and enable/disable the report scheduler for your entire Domo. 

In Report Scheduler > Reports, you can choose a specific report in your Domo and see schedule information and learn whether it is expired, disabled, etc. You can also edit the report data or its schedule, enable/disable it, or delete it.   

 adminsettings_reports_reports.png

In Report Scheduler > History, you can view the history of all reports in your Domo that have been sent. 

adminsettings_reports_history.png

In Report Scheduler > Settings, you can access the "master switch" to turn Scheduled Reports on or off for your entire company.

adminsettings_reports_settings.png

For more information about all of the options available in this tab, see Scheduling Reports.

Publication Groups Tab

When you select Publication Groups in the tab menu, a panel appears on the right with information about Publication Group settings, pages, DataSets, and groups.

The Publication Groups tab appears in your Admin Settings page only if you have an "Admin" security role. For more information about security roles, see Security Role Reference.

The following screenshot shows the options available for publication groups.

For information about setting up publication groups, see Setting Up Publication Groups.

Security Tab

When you select Security in the tab menu, the middle panel shows a menu of areas you can secure, and the rightmost panel displays the options for the selected area.

The Security tab appears in your Admin Settings page only if you have an "Admin" security role. For more information about security roles, see Security Role Reference.

The following table lists all of the areas in Domo you can secure in this tab, with links off to pages in this Knowledge Base where you can go for more information:

Tab

Description

Link(s)

Authentication

Contains options for authenticating in Domo, including password criteria, username autocomplete, and multi-factor authentication.

Whitelist

Lets you whitelist specific IP address in Domo.

Whitelisting IP Addresses in Domo

Authorized Domains

Lets you specify email domains for users who can be invited to Domo.

Specifying Authorized Domains for Invited Users

Access Tokens

Lets you view a list of access tokens that have been issued. 

Managing Access Tokens

Single Sign-On (SSO)

Lets you configure Single Sign-On (SSO) for your Domo instance.

Understanding and Configuring Domo Single Sign-On

Exporting Data

Lets you enable or disable Excel formulas before exporting Domo data. 

N/A

Manage Easy Links

Lets you share easy links with team members so they immediately start collaborating with you over Buzz.

Inviting Others to Join Domo

For more information about security options, see Specifying Security Options.

Company Settings Tab

When you select Company Settings in the tab menu, the middle panel shows the menu of company settings, and the rightmost panel displays various settings. 

The Company Settings tab appears in your Admin Settings page only if you have an "Admin" security role. For more information about security roles, see Security Role Reference.

For more information about company settings, see Specifying Company Settings.

Licenses Tab

When you select Licenses in the tab menu, the middle panel shows the rightmost panel displays various settings:

licenses_social_users.png

In this tab you can buy new licenses, pay for courtesy licenses, approve or deny upgrade requests, and upgrade Social users to paid Domo users.  

The Licenses tab appears in your Admin Settings page only if you have an "Admin" security role. For more information about security roles, see Security Role Reference.

For more information about licenses, see Adding User Licenses in Domo.

Buzz Tab

When you select Buzz in the tab menu, you can configure global options for Buzz in your Domo instance. You can also see activity indicators showing you the number of Buzz messages sent and users for this week compared to last week.

Options you can configure in this tab include the following:

  • Enable company-wide General channel. When this box is checked, a "General" conversation is available for all users of Buzz in your instance.

  • Allow all users to invite Social users. When this box is checked, anyone in your Domo can invite users to Domo as Social users. For more information, see Inviting Others to Join Domo.

buzz_admin.png

For more information about Buzz, see Buzz and Buzz Layout.

Activity Logs Tab

When you select Activity Logs in the tab menu, you can view audit logs for all users in this instance. You can quickly filter the logs using any of four commonly used "quick filters." Or, if you want to dig deeper into the logs to single out a specific log or pinpoint a small range of logs, you can create customized combinations of filters. You can also refresh the logs appearing in the tab or export the logs as a CSV file.

user_logs.png

The following table describes the items called out in the above screenshot:

Element

Description

Custom Filters

Let you apply any of dozens of tilers singly, in combinations with each other, or with the quick filters described above.

Quick Filters

Let you apply any of four commonly used filters with a single click. For example, if you click Card Views, the list of logs is filtered to show only card views for the last 7 days.

Logs The list of logs with the selected filters applied (if any). You can filter the logs further by clicking the  icon next to any person, event, or object. For example, if you were to click the  next to  "Amery Garrison" in the Person column in the preceding screenshot, the list would be filtered to show only logs for Amery Garrison.
Additional options Provide more options for interacting with logs. You can refresh the logs or download all the logs as a CSV file. 

The Activity Logs tab appears in your Admin Settings page only if you have an "Admin" security role. For more information about security roles, see Security Role Reference.

For more information about user logs, see Viewing User Logs in Domo.