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Domo Knowledge Base

Admin Settings Layout

Version 59

 

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 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.

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.

 

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.
 

people_layout.png


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:

  • 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 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:

  • 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 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 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

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. 

role_management_roles.png

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.   

 adminsettings_reports_reports.png

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

adminsettings_reports_history.png

In Scheduled Reports > 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 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. 

  • Manage All Company Settings

  • Manage All Access Tokens

Managing Access Tokens

Authentication 

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

  • Manage All Company Settings

Authorized Domains

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

  • Manage All Company Settings

Specifying Authorized Domains for Invited Users

Embed Settings Let you specify a domain to allow navigation from custom apps. 
  • Manage All Company Settings

  • Edit Users

  • Manage All Access Tokens

Sharing Cards Outside of Domo Using Domo Embed

Exporting Data

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

  • Manage All Company Settings

N/A

Manage Easy Links

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

  • Manage All Company Settings

  • Edit Users

  • Manage All Access Tokens

Inviting Others to Join Domo

OpenID Connect (SSO) Lets you configure SSO using OpenID Connect. 
  • Manage All Company Settings
Enabling SSO with OpenID Connect

Single Sign-On (SSO)

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

  • Manage All Company Settings

Understanding and Configuring Domo Single Sign-On

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.
  • Manage All Company Settings

  • Edit Users

  • Manage All Access Tokens

Creating and Deleting PDP Policies

Whitelist

Lets you whitelist specific IP address in Domo.

  • Manage All Company Settings

Whitelisting IP Addresses 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. 

companysettings_overview.png

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. 

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" 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.

buzz_admin.png

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.

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" 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