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Domo Knowledge Base

Default Security Role Reference

Intro

You can access content and perform actions in Domo, depending on the access rights of your security role. For information about features for controlling access, see Controlling Access in Domo.

The various default security roles in Domo include "Admin," "Privileged," "Editor," "Participant," and "Social." Each security role has a set of associated access rights. Note that these are the default security roles available in Domo. (They are also known as "Domo roles.") You can also create custom security roles in Admin Settings > Roles. This is discussed in detail in Managing Roles. This topic lists the default roles and the privileges available for each one.

If you have an "Admin" security role or a customized role with the "Manage all roles" privilege, you can manage access rights and security roles of other users in Domo. For information about assigning security roles, see Assigning a Security Role to a User.

Note: If a user's access level is changed, they may not be able to see certain assets anymore, depending on their ownership of those assets. For example, if a Privileged user who owns a page or card is reassigned to the level of Participant user, he or she will still have access to that card or page. If on the other hand a card or page was merely shared with that user, he/she would no longer have access. It will essentially disappear from their view.

Training Video - User Access Rights

 

 

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

Access Rights Levels of Default Security Roles

The following table describes the access rights level of the default security roles:

Security role

Description

Admin

Users with this default security role have all access rights.

Privileged

Users with this default security role have most of the access rights. However, these users cannot do the following:

  • Assign security roles (except when inviting a new user)

  • Delete user accounts

  • Change company settings

  • Specify default overview content for the Overview page

  • Delete cards from Domo

  • Edit another user's Profile information

 Editor

Users with this default security role have most of the same access rights as "Privileged" users. However, they cannot do the following:

  • Invite new users

  • Assign security roles

  • Edit users

  • Create and edit groups

  • Assign or change card owners (except for in cards they own)

Participant

Users with this default security role have "view-only" access (except regarding projects). They can do the following:

  • View pages

  • Access Details views for cards

  • Edit page-level filters

  • Move top-level pages in the hierarchy (but not subpages)

  • Hide pages

  • Move cards in a page

  • Resize cards in a page

  • Manage alerts

  • Send or Export cards

  • View cards in a page as a slideshow

  • Download pages of cards to Microsoft PowerPoint

  • Engage in Buzz conversations

  • View other users' Profile pages

  • Create projects, edit projects, assign tasks, etc.

  • View and minimize collections 

  • Access Domo University

  • Create scheduled reports for pages

Social This default security role is for trial users and allows access only to Buzz, user Profiles, and Projects and Tasks. 

Access rights

The following table describes access rights available in Domo and indicates which default security roles have those access rights enabled by default:

Access right

Users with this access right can...

Admin

Privileged

Editor

Participant

Social

For more information, see...

Allow inviting new users

Invite new users to join Domo

x

x

 

 

x (only other social users)

Inviting Others to Join Domo

Allow assigning role on Invite

Assign a security tole to users they invite

x

x

 

 

 

Inviting Others to Join Domo

Allow editing user

Change users' secutiry roles and delete user accounts

x

 

 

 

 

Assigning a Security Role to a User

Removing Users from Domo

Allow creating or editing groups

Manage user groups

x

x

 

 

 

Managing Users and Groups

Allow creating or editing cards

Create KPI cards and edit the details of existing cards

x

x

x

 

 

KPI Cards

KPI Card Building Part 2: The Analyzer

Allow viewing cards

View pages and cares, including Details views

x

x

x

x

x (only in Buzz and only if granted access)

Understanding Cards

Understanding Pages

Allow setting card owner

Assign or change owner of cards

x

x (only if card owner)

x (only if card owner)

 

 

Assigning or Changing a Card Owner

Allow setting card access

Share cards and pages with other users

x

x

x

 

 

Controlling Access to Cards and Pages

Allow changing a page owner*

Select a new owner for a card page

x

x (only if page owner)

x (only if page  owner)

 

 

Managing Pages

Allow changing a page name inline* 

Change the name of a page by clicking and editing the name 

x

x

x

 

 

Managing Pages

Allow creating or editing pages

Create and rename pages in the Manage Pages dialog

x

x

x

 

 

Managing Pages

Allow creating and editing alerts*

Create, edit, and manage alerts

x

x

x

x

 

Notifications and Alerts

Allow locking cards in a page*

Lock card layout and sizes within a page

x

 

 

 

 

Locking or Unlocking Page Content

Allow moving cards within a page*^

Reposition cards within a page

x

x

x

x

 

Moving Cards in a Page

Allow resizing cards*^

Change the size of cards within a page

x

x

x

x

 

Changing the Size of Cards in a Page

Allow removing cards from pages*^

Remove cards from pages

x

x

x

 

 

Removing Cards from a Page

Allow moving or copying a card*^

Move or copy a card from one page to another

x

x

x

 

 

Moving or Copying Cards to Other Pages

Allow duplicating a card*^

Create a new version of a card instance ("Save As")

x

x

x

 

 

Duplicating Cards

Allow updating a DataSet*

Connect a new DataSet or update an existing DataSet

x

x

x

 

 

Updating or Refreshing the DataSet for a KPI Card

Allow deleting another user's DataSet* 

Delete any DataSet you are not the Owner or a Co-owner of 

x

 

 

 

 

Data Center Layout

Allow adding and removing page-level filters*

Add and remove filters that apply to all of the KPI cards on a page

x

x

x

 

 

Adding Filters to Your Chart

Allow editing page-level filters*

Edit the filter criteria in existing page-level filters

x

x

x

x

 

Adding Filters to Your Chart

Allow adding and removing subpages*

Add and remove subpages in the Manage Pages dialog

x

x

x

 

 

Managing Pages

Allow accessing Admin Settings*

Access the Admin Settings page

x

x

x

 

 

Admin Settings Layout

Allow adding and removing links between Details views*

Add and delete links connecting Details views for different cards

x

x

x

 

 

Linking Related Cards

Allow assigning default overview content to new users*

Specify content that new users see in the Overview page when they sign in to Domo

x

 

 

 

 

Specifying Default Overview Content for Users

Allow adding, editing, and removing drill paths*

Add a drill path to a chart

x

x

x

 

 

Adding Drill Path to Your Chart

Allow drilling down into a chart*

Drill down into a chart in a KPI card Details view

x

x

x

x

 

Card Details View Layout

Allow moving and hiding pages*

Move and hide pages in the Manage Pages dialog (users with a "Participant" security role cannot move subpages)

x

x

x

x

 

Managing Pages

Allow permanently deleting cards*

Delete cards from Domo

x

 

 

 

 

Deleting a Card from Domo

Allow engaging in Buzz conversations*

Post and respond to messages in Buzz

x

x

x

x

x

Buzz

Allow auditing of private Buzz content** Delete objectionable content x         Buzz

Allow viewing pages as slideshows*

View all of the cards on a page as a temporary slideshow

x

x

x

x

 

Sharing Content Using Slideshows

Allow exporting pages to PowerPoint*

Download all of the cards in a page to Microsoft PowerPoint

x

x

x

x

 

Exporting KPI Cards

Allow publishing a page as a slideshow*

Publish a slideshow of all of the cards on a page

x

x

x

 

 

Sharing Content Using Slideshows

Allow accessing the Publications page*

Use the features of the Publications page to create and manage slideshows

x

x

x

 

 

Sharing Content Using Slideshows

Allow accessing the Data Center*

Using the Data Center to add and manage DataSets, DataFlows, and accounts, and access the Data Warehouse 

x

x

x

 

 

Data Center Layout

Allow viewing another user's profile*

View other users' Profile pages

x

x

x

x

x

Profile Page

Allow editing another user's profile*

Edit Profile page information in other users' Domo accounts, including name, position, department, tenure, phone numbers, profile picture, personal photos, status, and reports

x

 

 

 

 

Profile Page

Allow creating and editing projects*

Create projects, edit project information, create task lists, assign tasks, archive tasks and lists, and filter projects

x

x

x

x

x

Projects and Tasks

Allow changing company settings*

Change company name and logo; specify authorized domains for new users; enable Social Sign In

x

 

 

 

 

Specifying Company Settings

Allow viewing and minimizing collections* 

See card collections in a page; minimize a collection so only the title shows

x

x

x

x

 

Creating and Managing Card Collections

Allow managing collections* 

Reorder cards within a collection; remove cards from a collection; move cards to a different collection; change the name or description of a collection

x

x

x

 

 

Creating and Managing Card Collections

Allow accessing Domo University* 

Access Domo University using the link in the menu next to the user profile picture 

x

x

x

x

x

https://www.domo.com/university 

Allow using the Report Scheduler* Use the Report Scheduler to create and edit reports x x x x (pages only)   Scheduling Reports
Allow setting Report Scheduler options in the Admin Settings* View all scheduled reports, view report history, and set global options x         Scheduling Reports
Allow changing the owner of a DataFlow* Change a DataFlow to another owner x         Changing the Owner of a DataFlow
Allow deploying Appstore apps* Download and deploy apps from the Appstore x x x     Deploying Apps from the Appstore
Allow viewing all DataSets in the Data Center* View all DataSets in the Data Center x         Sharing and Removing Access to Content (discusses sharing DataSets via sharing cards)

*This access right does not appear in the Access Rights tab.

** Contact Domo Support for further instructions.

^If the page is locked, only users with an "Admin" security role can perform this action (unless they are the page owner).