Skip to main content

​
Intro

You can add users to your Domo instance either individually or in bulk. You can only do this if you have the Admin or Privileged default security role or a custom role with the Add New People grant enabled. When you add users to Domo, Domo does the following:
  • Sets up a Profile page for the user.
  • Adds the user’s name to the list in the People section of the Governance settings.
  • Sends an email to the user with a link to join Domo. Depending on settings, Domo may only allow you to add people whose email address contains an authorized domain. For more information, see Specifying Authorized Domains for Invited Users. For information about inviting users to join Domo, see Inviting Others to Join Domo. For information about how an added user connects to Domo and finishes setting up an account, see Joining Domo.

​
Add Individual Users

You can add users to Domo individually in the Add New Person dialog, which you can access from the navigation header. When you invite a user to Domo, you can fill in their personal and contact information, upload a photo, and specify their security role. Follow these steps to add a single user to Domo:
  1. From the navigation header, select Add > People > Person. The Add new person dialog displays. Note: This dialog also contains the option to bulk import. Selecting this option displays the Bulk import dialog. Learn about adding users in bulk below.
    Screenshot 2023-06-28 at 5.17.13 PM.png
  2. Enter the user’s full name and email address in the appropriate fields.
  3. Select a security role for the user from the menu. For more information about security roles, see the Default Security Role Reference.
  4. Select Invite. The new user’s Profile page displays, and their name and basic information appears in the People page of the Governance settings. In addition, an email is sent to the address you entered for the user, providing instructions on how to join Domo. Invited users must then complete several more steps to join Domo. Note: If an error message indicates you need to provide a proper email address and the email address you specified is properly formed, then you cannot add that person because that email domain is not authorized. For more information, see Specifying Authorized Domains for Invited Users.
  5. (Optional) On their Profile page, you can enter the user’s phone number, title, and employee number.
    Note:
    • Users can edit their name and phone number on their Profile page
    • Users cannot edit their email address and employee number on their Profile page. These settings are only editable in the Admin Settings.
    • Enter only numbers (up to 16 digits) in the employee numbers field.

​
Add/Edit Users in Bulk

You can add/edit users or groups in bulk by uploading a CSV file containing the information for all the users or groups you want to add/replace. This is faster than adding many new users individually or by using the Domo API. You must have an Admin or Privileged default security role or a custom role with the Manage All Users grant enabled to use this feature. Learn more about default security roles. Follow these steps to access bulk import:
  1. From the navigation header, select More > Admin. The Admin Settings display.
  2. Under Governance, select People.
  3. On the People page, select Bulk Import.
    bulk import.jpg
    The Bulk import dialog displays.
    Screenshot 2023-06-27 at 5.28.19 PM.png
    In the dialog, you can upload a CSV file with your user information. See an example list of columns to include in your CSV file below. The required columns are indicated with an asterisk (*). You can also download a sample CSV file with the columns you need to fill in with your own data (select Download example in the dialog).
    download example.jpg
    Fill in the sample file with the required information and any other information you would like to include. Then save the file and upload it to the dialog.
  4. (Conditional) Select an option for entries in your file:
    • Add new people
    • Add new people and edit existing profiles
    Note: Empty values in the new DataSet override current values. Omitting the column maintains the current values.
  5. (Conditional) If the import file contains group data for your users, check Create new group(s) to bring those groups into Domo.
  6. (Optional) Indicate whether to enforce UTF-8 format. Enforcing UTF-8 requires the presence of a UTF-8 BOM (Byte Order Mark) at the beginning of the file that allows the reader to more reliably know that the file is correctly encoded in UTF-8 format. To learn how to save your CSV file using UTF-8 encoding, see below.
  7. Finally, drag your import file into the upload area or select Browse and navigate to the file on your computer. All of the users in the spreadsheet are imported to Domo and their new or updated information populates the correct fields in the Admin Settings and user Profile pages.

​
Save CSV File with UTF-8

If you intend to save your CSV import file using UTF-8 encoding, you cannot simply change the encoding type when saving; otherwise you receive an error telling you to check the names of your column headers. As a workaround to this issue, you can do the following:
  1. Save the file in CSV format.
  2. Open the file in a text application.
  3. Save the file with UTF-8 encoding. The way to do this depends on the application.
You can now upload the file by returning to the bulk import workflow above.

​
Example List

Required columns are indicated by an asterisk (*).
Column Header Type Valid values/format
*email Email Example: johnsmith@domo.com
*displayName String Example: John Smith
edit Boolean

Example: TRUE/FALSE

Note: This column value overrides the edit mode provided by the form.

newEmail String

Example: johnsmith@newDomain.com

Note: This will change the person’s identifying email address and login.

alternateEmail Email Example: johnsmith@domo.com
title String Example: Software Engineer
roleId Number

Enter a number:
1 (Admin)
2 (Privileged)
3 (Editor)
4 (Participant)
5 (Social)

Note: If the Custom Role feature is enabled for your instance, you can also enter a user’s custom Role ID.

Find the Role ID by going to Admin > Governance > Roles . Select the role from the list and go to the Details tab. Locate the Role ID.

non cloud admin.jpg

phoneNumber International phone number Example: (800) 899-1000
deskPhoneNumber International phone number Example: (800) 899-1000
employeeNumber Number

Example: 123

Important: Employee number is being replaced by Employee ID. Please use Employee ID instead.

employeeId String

Example: ABC123

Note: This attribute is overridden by the employeeNumber value when provided to Domo through an SSO login. This is different from Employee# and will not show up in the UI.

locale Locale language tag Valid values:
de-DE, de-AT, de-CH, en-AU, en-CA, en-150, en-HK, en-IE, en-IL, en-MO, en-NZ, en-SG, en-GB, en-US, en-001, es-ES, es-US, es-419, es-MX, fr-BE, fr-CA, fr-FR, fr-CH, nl-BE, nl-NL, pt-BR, pt-PT, ja-JP, zh-CN, zh-Hans-HK, zh-Hans-MO, zh-Hans-SG
location String Example: Utah
sendInvite Boolean


Example: TRUE/FALSE

Note: This column will override customer settings for sending an invite email.

groups String

Example: groupname1,groupname2

Note: Separate each group name with a comma.

​
Adding New Users to Domo (video)

​
Bulk Import Users (video)