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Intro

Accounts is where you manage the details for connector integrations. In the Accounts interface, you can do the following:
  • View and manage your own accounts and any accounts shared with you
  • Transfer DataSets to others’ accounts or change the accounts associated with DataSets
  • Share connector accounts with others so they can also create DataSets using that connector
Important: If you delete someone from Domo and reassign their DataSets to someone else, the permissions for the DataSet accounts are not passed to the new owner. Ownership of each account must be transferred manually. For more information, see Remove Users from Domo.

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Access Accounts

You can access the Accounts interface from inside the Data Center. In the Domo navigation, select Data. Then select Accounts in the left sidebar.
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Accounts Interface

In the Accounts interface, a list of your authorized integrations displays.
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Each row in the accounts list represents a single integration. A row displays the account name, the owner name and profile picture, the number of connected DataSets, and the date when the account was last updated.
Search and Filter Accounts List
You can search the list and use the following filters:
  • Owned by
  • Used
  • Valid
  • Data Provider Type
  • Last updated
Screenshot 2024-06-20 at 7.37.03 PM.png
Sort Accounts List
You can sort the list of integrations in the following ways:
  • Account name (A to Z or Z to A)
  • Type (A to Z or Z to A)
  • Created date (Newest to oldest or oldest to newest)
  • Last updated (Newest to oldest or oldest to newest)
  • Status
Screenshot 2024-06-20 at 7.38.38 PM.png

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Add an Account

You can add an account to Domo by doing one of the following:
  • Add a DataSet to Domo and enter new account information (as opposed to selecting an existing account). After adding an account by this method, the listing displays in the Accounts interface. Learn more in Adding a DataSet Using a Connector.
  • Add an account from the Accounts interface. Learn how below.
Follow these steps to add an account from the Accounts interface:
  1. From the Accounts interface, select Add New > Account. The Add Account modal displays.
    Screenshot 2024-11-25 at 2.21.07 PM.png
    Note: You can use the Assign Somone option in the modal to choose someone else in your organization to connect their account.
    Screenshot 2024-11-25 at 2.20.43 PM.png
  2. From the dropdown, select the connector.
    Screenshot 2024-06-20 at 7.30.33 PM.png
  3. Enter the required connection information.
  4. Select Connect.
  5. Select Done.
An entry for the new account appears in the Accounts interface.

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Delete an Account

You can disconnect (delete) any account listing from the Accounts interface. After deletion, any DataSets that use this account are disconnected and stop updating. Follow these steps to delete an account:
  1. In the accounts list, hover over the account row you want to delete.
  2. Select Account options > Delete account.
    delete account.jpg
  3. In the confirmation dialog, select Delete Account to remove the account OR Cancel to close the dialog without deleting. Confirming deletion causes any connected and listed DataSets to stop functioning.
    confirmation dialog.jpg

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View DataSets Associated with Accounts

In the Accounts interface, you can see a list of DataSets associated with each account. Select any DataSet in the list to view its Details page. Follow these steps to view DataSets associated with an account:
  1. In the accounts list, hover over the DataSets column item. A list of the associated DataSets displays.
  2. Select the name of a DataSet to see the Details page for that DataSet.
    connected datasets.jpg

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Rename an Account

When you create accounts, either by adding them in the Accounts interface or entering credentials for a new DataSet, those accounts are automatically assigned the connector name. For example, if you add an account for Facebook, that account is called “Facebook Account.” Other accounts you add for Facebook are also called “Facebook Account.” This can make it confusing to differentiate between accounts for the same connector. You can eliminate this confusion by giving unique names to accounts in the Accounts tab. Follow these steps to rename an account:
  1. In the accounts list, hover over the account you want to rename.
  2. Select Account options > Edit account.
  3. In the modal, hover over the account name until the edit field displays.
    Screenshot 2024-06-20 at 7.11.48 PM.png
  4. Enter the new name and select Connect to keep the new name OR Close to discard the change.

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Edit Connector Account Credentials

For connectors that require you to enter account credentials manually (versus using OAuth), you can edit the credentials by following these steps:
  1. In the accounts list, hover over the account.
  2. Select Account options > Edit account.
  3. Enter the required credentials in the necessary fields.
  4. Select Connect to keep your changes OR select Close to discard them.
    Screenshot 2024-05-29 at 9.16.36 AM.png

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Reconnect Connectors with OAuth

You can reconnect connectors that use OAuth to authenticate from the Accounts interface. If an OAuth token has expired, you may have to re-enter your credentials to reconnect. Follow these steps to reconnect:
  1. In the accounts list, hover over the account you want to reconnect.
  2. Select Account options > Re-connect.
    reconnect.jpg
  3. (Conditional) Depending on the connector, enter your credentials or grant account access to Domo, if you are prompted to do so.

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Share a Connector Account

You can share connector accounts with others so they can access all available data via this integration and use it to create new DataSets. You can choose the level of access each person/group receives to the integration itself. This can include giving a person or group Owner-level access to an account. Accounts shared with you appear in the accounts list, but they are grayed out. You can only use shared accounts to access the system through the connector. Follow these steps to share an account:
  1. In the accounts list, hover over the account you want to share.
  2. Select Account options > Share account to display the Manage Account access modal.
  3. In the modal, use the search tool to find people/groups or scroll through instance members to find them.
  4. Use the access menu beside a person or group name to choose their level of access. The options are as follows:
    • Owner — Allows editing, sharing, and deletion of the integration. There can be multiple account owners.
    • Can Edit — Allows editing and sharing the integration, but not deletion.
    • Can Share — Allows sharing, but not editing or deletion of the integration.
    • Can Read — Allows integration use, but not sharing, editing, or deletion of the integration.
    • No Access — Denies access to the integration.
      manage account access.jpg
      After being granted access, the person/group displays in the modal under People With Access.
  5. (Conditional) Repeat steps 3–4 as many times as needed to give people and groups the proper access.
  6. Select Apply to display the confirmation dialog. Note the impact of granting access.
  7. In the dialog, select Apply to save your changes and close the modal OR select Cancel to discard your changes.

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Revoke Account Access

You can revoke access to an account for people/groups. When access is revoked, the person/group can no longer access the associated DataSets. Follow these steps to revoke account access:
  1. In the accounts list, hover over the account to which you want to revoke access.
  2. Select Account options > Share account to display the Manage Account access modal.
  3. In the People With Access section of the modal, locate the person/group for whom you want to revoke access and expand their access dropdown.
  4. Choose No Access. Note: There must be one account owner. If someone is the only owner, you cannot change their access until you add another owner.
    revoke access.jpg
  5. (Conditional) Repeat steps 3–4 as many times as needed.
  6. Select Apply to display the confirmation dialog. Note the impact of revoking access.
  7. In the dialog, select Apply to save your changes and close the modal OR select Cancel to discard your changes.