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Domo Knowledge Base

Managing Pages

Version 22

 

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 Manage Pages under the Dashboards navigation pane on the left side of the screen. If this pane is not open, you can open it by mousing over the alert_center_expand_names.pngicon in the upper left area of the screen then clicking new_nav_repin.png

manage_pages_dialog_location.png

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:

manage_pages_dialog.png

You can expand or collapse the Subpages for a Page by clicking show_subpages.png or hide_subpages.png next to the parent Page.

Notes:

  • System Pages, such as Overview, Shared, Favorites, and Business in a Box, 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 More > 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 or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles, see Default Security Role Reference. For information about custom security roles, see Managing Roles

You can also change the owner of a Page if you have an "Admin" security role or a custom role with "Manage All Cards and Pages" enabled 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" default security role or custom role with "Manage All Cards and Pages" enabled 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 default security roles in Domo, see Default Security Role Reference. For information about custom security roles, see Managing Roles.

To add a Page,

  1. Click Manage Pages, which is found under the left-hand Dashboards pane.

    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 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 Manage Pages, which is found under the left-hand Dashboards pane.

    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. Clickshow_subpages.png 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 Manage Pages, which is found under the left-hand Dashboards pane.

      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.
      1. Click the Page or Subpage name you want to change.

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

      3. Click Save.

      4. 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.

Note: Users with a default security role of "Participant" cannot reorder Subpages; they can only change the order of top-level Pages. For more information about user access, see Default Security Role Reference.

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 Manage Pages, which is found under the left-hand Dashboards pane.

    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.

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" default security role or a custom role with "Manage All Cards and Pages" enabled to do this. For more information about default security roles in Domo, see Default Security Role Reference. For information about custom security roles, see Managing Roles.

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 More in the toolbar at the top of the screen, then 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 and Subpages

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 Manage Pages, which is found under the left-hand Dashboards pane.

    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 Manage Pages, which is found under the left-hand Dashboards pane.

    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 or a custom role with "Edit Pages" enabled, you can delete Pages you own.

  • If you have an "Admin" security role or a custom role with "Manage All Cards and Pages" enabled, you can delete any Pages in your Domo.

For more information about default security roles in Domo, see Default Security Role Reference. For information about custom security roles, see Managing Roles.

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. Select More in the toolbar at the top of the screen, then select 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" default security role or a custom role with "Manage All Cards and Pages" enabled 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. You can only take bulk actions on Pages if you have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles in Domo, see Default Security Role Reference. For information about custom security roles, see Managing Roles.

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.

    change_page_owner_link.png

    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 More in the toolbar at the top of the screen, then 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.

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