Roles define what each person on your team can do. Domo comes with six ready-made roles, and it also lets you create your own with custom permissions.
How to get there
Click your name (bottom left) and choose Roles and permissions.
The roles that come ready
Domo includes six system roles: Pastor, Resident, Secretary, Ministry leader, Group leader and Member. They can't be deleted, but you can adjust their permissions.
Create your own role
- In Roles and permissions, click New role.
- Give it a name, a description and a color to identify it.
- Save it.
Then turn on the permissions it needs.
Turn on permissions
Permissions are grouped by module (directory, groups, ministries, pastoral, etc.). Check or uncheck each one with its box; the change saves instantly.
Sensitive permissions
Some permissions give access to confidential information (like pastoral notes). When you turn them on, Domo asks you to:
- Confirm that you understand you're exposing delicate information.
- Type your password to confirm.
And it records who granted that permission. It's protection on purpose so sensitive access never goes unnoticed.
Always assign the most limited role that works for the person. It's safer and simpler: you can always expand it later.
