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Intro

When you first install Workbench 5 on your machine, you connect to a Domo server as part of the installation process. This server account becomes your primary account in Workbench 5, and any DataSet jobs you create are included in this account. However, you can add accounts for other Domo servers to your Workbench if you want.

Add an Account in Workbench

Follow these steps to add an account in Workbench 5:
  1. Open Workbench on your machine. If you have not yet added any accounts in Workbench, the following dialog appears when you open the application. After adding at least one account, the dialog no longer displays.
    wb5_zero_state.png
  2. Select Accounts (key icon) in the left navigation.
  3. Select Add Account (plus icon). (If you do not see this icon, select to expand the account listing pane.)
  4. In the Domo Domain field, enter the domain for the Domo server you want to connect to. If your Domo instance is <company.domo.com>, you would enter company in the field. Do NOT enter https:// into the field or you will receive an error.
  5. Select Authorize.
  6. Enter your username and password for connecting to the Domo server, then select Sign In.
  7. Close the browser window when prompted.
  8. Select Save (floppy disk icon) to save your new account.
Your new account is now active and ready for DataSet Jobs to be added. Learn how to create a new Workbench job.

Add an Account in Workbench 5 (video)

The first minute (0.00–1:05) of this video describes adding an account in Workbench 5.