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Intro

As you begin your journey with Domo, there are a few key steps to ensure a smooth start. This guide will walk you through these initial actions, which include uploading your logo, setting your time zone, inviting users, and more. Let’s dive in!

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Access Company Settings

Most of these tasks can be completed in the company settings. Follow these steps to access them:
  1. Open the Features menu in the left navigation and go to the Admin tab.
  1. Under Company settings , select Company overview.
Your company logo is a critical part of your Domo instance. It not only personalizes your experience but also assures users they are in the right place. Follow these steps:
  1. Access the company settings, described above.
  2. Select Manage Logo to choose a company logo.
  1. Save your changes using the Save option on the Company overview page.
You can also enter your company’s name and choose a default language on this screen.

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Set Your Time Zone

Correctly setting your time zone is crucial for scheduling and data triggers.
Note: Setting your timezone only changes items in the Domo platform. It does not change any raw data coming into Domo.
Follow these steps:
  1. Access the company settings, described above.
  2. Under Formatting , choose your time zone.

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Configure Week Dates

Week dates influence how your charts and analyses display data by week. Follow these steps:
  1. Access the company settings, described above.
  2. Scroll to the bottom of the page and use the Week display dropdown to choose your preference.
    1. Week dates — 1/15/2001
    2. Week numbers — (Week 1, Week 2, and so on)

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Add Security with Domain Restrictions

Optional Domain Security:For added security, you can restrict user access to your Domo instance based on email domains. That way, only users who have a verified email address from a specific domain can be added to your Domo instance.
  • Follow these steps to configure domain restrictions:
  1. Open the Features menu in the left navigation and go to the Admin tab.
  1. Under Network security , select Invite authorized domains .
  2. Enter the approved domains. Only email addresses from these domains can join your Domo instance.

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Invite Users and Assign Roles

Inviting colleagues to your Domo instance and assigning appropriate roles is a fundamental step for success. Follow these steps:
  1. Open the Features menu in the left navigation and go to the Admin tab.
  1. Under Governance, select People.
  2. Select Add New Person and add their name and email address.
  3. Choose an appropriate role for them. Editor is generally a good starting point for new users. To learn more about the available roles, see the System Roles | Reference.
The person you added now displays in the list.