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Domo Knowledge Base

Sharing and Removing Access to Content

Intro

You can share access rights for cards and pages with groups and users. In the Share dialog, you can share and remove access for any resource to which you have access. This dialog is available for all cards and pages.  If you have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled, you can share any card or page. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

When you share pages and cards, Domo sends an email to those with whom you shared the pages and cards. You can enter a message to be added to the email.

You can choose whether to send notifications when you share content with others. You do this by toggling the Send email notifications option in the Share dialog.

You can also choose to receive notifications when content is shared with you. You do this in the Manage Notifications & Alerts screen. For more information about this screen, see Notifications and Alerts.

When you share a card with a user or group, access to the DataSet(s) powering the card is granted to that user or group.

For administrative information about granting and restricting access to content to users and groups, see Controlling Access to Cards and Pages.

For information about specifying group content in the Overview page for group members, see Specifying Default Overview Content for Users.

For information about sharing pages and subpages, see Managing Pages.

Notes: 

  • If you share a card with someone, that person will be able to view the card AND the DataSet it is powered from.

  • If you share a card powered by a DataFlow-generated DataSet...

    • If the user already has access to cards that grant them access to all of the input DataSets in the DataFlow, he/she will be able to view the DataFlow. 

    • If the user does not have access to cards that grant them access to all of the input DataSets in the DataFlow, they cannot see the DataFlow.

For more information about DataFlows, see Magic Transforms


Note: As a best practice, consider working with your Domo Admin or MajorDomo to make sure you have the correct level of access in your instance. 

Training Video - Sharing a Card

 

Training Video - Sharing a Page

 

Training Video - Sharing a Filtered Card

 


Training Video - Adding Users to Cards and Pages

 

 

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

Sharing access to resources

When you share access to a card with a user, a copy of that card is sent to the user's Shared page; when you share access with a group, a copy of the card is sent to the Shared page of every member of the group. When you share access to a page with a user, the page is added to the user's page tab row at the top of the screen; when you share access with a group, the page is added to the page tab row for every member of the group.

If a user does not see the Shared page in his/her page tab row, it may be listed in the More menu, as shown in the following screenshot:

If you share a PDP-affected KPI or Sumo card with a user who does not have access to the PDP policy applied to the DataSet, the user sees the following message on the card:

  

The user must be added as a member of the policy before he or she can view the card content. The user can click Request Access to send a Buzz message to the DataSet owner asking for access. For more information about PDP, see Personalized Data Permissions (PDP).  

To share access rights for a resource,

  1. Do one of the following:

    • To share access rights for a page, click the link in the top center of that page.

    • To share access rights for a card, mouse over the card, click , then select Share.

  2. Type the name of the desired recipients in the share field.
    As you share a card or page, any email addresses you enter for people without an account in Domo are sent an invitation to join Domo. Additionally, Domo creates accounts and Profile pages for them, and the card or page is shared with them. For more information about inviting users to Domo, see Inviting Others to Join Domo. Depending on settings, Domo restricts sending invitations to people whose email address contains an authorized domain. For more information, see Specifying Authorized Domains for Invited Users.

    A list of users and/or groups matching your query pops up.

  3. Select the desired user or group from the list.

  4. (Optional) Remove a user or group you've added by clicking the "X" to the right of the user or group name.

  5. Add more users and/or groups by entering their names in the box and clicking Add.

  6. (Optional) In the message field, enter a message to be added to the email sent to those with whom you shared pages and cards.

  7. (Optional) If you do not want share recipients to receive email notifications that you are sharing content with them, uncheck the Send email notifications box.

  8. Click Share.
    The names of the users and groups that can access this card or page appear in the list.
    Shared pages appear in the page tab row. Shared cards appear in the Shared page.

Removing access to resources

You can also remove access to resources for certain users or groups in the Share dialog.

To remove access from users or groups,

  1. Locate the user or group name in the Access List.

  2. Click the "X" to the right of the corresponding user or group name in the Access List.

Note: When a member of a shared group is removed from the group, sharing of the card is removed, unless access is granted via another group or as a user. For more information, see Controlling Access in Domo.
Tip: It is possible for you to remove access to content for yourself. If you accidentally remove access to yourself, follow the instructions above to grant access. If your user level does not allow you to share something with yourself, such as a Participant, then reach out to an Admin or the owner of the content to gain access.