Admin Settings Layout
Intro
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.
In theYou access this Page by clicking More in the main menu bar then selecting 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.
Video - Admin Overview
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.
You can learn more about the components in the following table:
Name |
Description |
---|---|
People 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 instance. |
Profile information |
The selected user's profile information, including his or her profile picture, name, email address, alternate email address, phone number, title, security role, employee number, and employee ID. Users with an "Admin" default security role or a custom role with the "Edit users" privilege enabled can edit a user's security role here. |
Security Role |
A menu from which you can change the user's security access role. A number of default roles are available in Domo, and each of these has different access rights in Domo. For example, users with an "Admin" security role have almost universal access in Domo. For more information about default security roles, see Default Security Role Reference. You can also create custom security roles with privileges selected specifically for that role. For example, you could create a role with all of the default privileges of the "Participant" role as well as the ability to deploy apps from the Appstore. For more information, see Managing Custom Roles. |
Add/Export options |
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 Import lets you 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. Bulk Export lets you generate a list of all users in your Domo instance in CSV format. For more information, see Generating a List of Users. |
Mobile app - Manage home screen |
Opens the "Manage mobile app home screen" Page, in which you can customize the layout of this user's Domo Mobile home screen by dragging the tiles to different positions in a list. You can also add selected Pages, Domo features (such as Buzz), Cards, and Projects to tiles then reposition them the way you want them. Note: This feature is only visible by Admin-level users.
|
Member Groups |
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 Carl Frost has access to Pages and Cards accessible by the "Modosapiens" 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:
|
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 or a custom role with the "Edit Users" privilege enabled 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 or a custom role with the "Manage all groups" privilege enabled, 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:
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:
|
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 or a custom role with the "Manage All Company Settings" privilege enabled. For more information about specifying default overview content, see Specifying Default Overview Content for Users. For more information about default security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles. |
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 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 |
||||||||||||||||||||||||||||||
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:
|
Navigation pane | Lets you switch between the tabs for Certified Cards and Certified DataSets. |
Search field | Lets you search for Cards that have been certified, are pending certification, or have an expired certification. |
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.
Roles tab
When you select Roles in the tab menu, the interface for creating and managing custom roles appears. Here, you can create new roles using default roles as templates, change the grants (privileges) assigned to certain roles, and bulk-change the security role for multiple users.
This tab is discussed in much more detail in Managing Roles.
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:
Scheduled Reports tab
When you select Scheduled Reports 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 Scheduled Reports > 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.
In Scheduled Reports > History, you can view the history of all reports in your Domo that have been sent.
In Scheduled Reports > Settings, you can access the "master switch" to turn Scheduled Reports on or off for your entire company.
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 or a custom role with the "Manage Publication Groups" privilege enabled. For more information about default security roles, see Default Security Role Reference. For more information about Managing Roles.
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" default security role or a custom role with the "Manage All Company Settings," "Edit Users," or "Manage All Access Tokens" privilege enabled. For more information about security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles.
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 |
Grants in Which This Tab Is Available (for Custom Roles) |
Link(s) |
---|---|---|---|
Access Tokens |
Lets you view a list of access tokens that have been issued. |
|
|
Authentication |
Contains options for authenticating in Domo, including password criteria, username autocomplete, and multi-factor authentication. |
|
|
Authorized Domains |
Lets you specify email domains for users who can be invited to Domo. |
|
|
Embed Settings | Let you specify a domain to allow navigation from custom apps. |
|
Sharing Cards Outside of Domo Using Domo Embed |
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. |
|
|
OpenID Connect (SSO) | Lets you configure SSO using OpenID Connect. |
|
Enabling SSO with OpenID Connect |
Single Sign-On (SSO) |
Lets you configure Single Sign-On (SSO) for your Domo instance. |
|
|
Trusted Attributes | Let you specify attributes that can be changed only by authorized individuals. This is especially helpful when using dynamic PDP, as it allows you to build dynamic PDP filters based on user attributes such as name, email, employee number, etc. |
|
Creating and Deleting PDP Policies |
Whitelist |
Lets you whitelist specific IP address in 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" default security role or a custom role with the "Manage All Company Settings" privilege enabled. For more information about default security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles.
For more information about company settings, see Specifying Company Settings.
Licenses tab
When you select Licenses in the tab menu, the panel displays various settings for licensing.
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" default security role or a custom role with the "Manage All Company Settings" privilege enabled. For more information about default security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles.
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.
The Buzz tab appears in your Admin Settings Page only if you have an "Admin" default security role or a custom role with the "Edit Conversations and Messages" privilege enabled. For more information about default security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles.
For more information about Buzz, see Buzz and Buzz Layout.
Activity Log 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.
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 ![]() ![]() |
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" default security role or a custom role with the "View Activity Logs" privilege enabled. For more information about default security roles, see Default Security Role Reference. For more information about custom roles, see Managing Roles.. For more information about security roles, see Security Role Reference.
For more information about user logs, see Viewing Activity Logs in Domo.