Admin Settings Layout

User 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.

Profile information

The selected user's profile information, including the user's profile picture, name, email address, phone number, title, security role, and employee number. 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 Profile

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 Roles.

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.

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. 

Group Memberships

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 Bob Yakamoto has access to pages and cards accessible by the "Power Rangers" 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.

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.

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.

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: