Private Embed (Recommended)
You'll need to create what's called a client if you'd like your portal to seamlessly connect to Domo. Let's go through the steps of how to do that.
This page will seem like fancy tech-speak, but this should only take you a max of 5 minutes. From start to finish.
Step 1: To create a ClientID and ClientSecret navigate to the "Domo developer portal" located at developer.domo.com.
On the left side of the page under the big orange button you can find the link to the DEV PORTAL LOGIN. This link will navigate you to developer.domo.com/login.
Step 2: Enter in the same custom url that you use to access your Domo instance. It will likely look something like company-name.domo.com.
Step 3: If you haven't created any yet, the page will appear mostly blank. You will want to select the "Create a client »" button at the bottom of the page.
Step 4: Complete the form by entering in a Name and Description (optional), and selecting the correct Application Scopes (i.e. Audit, Data, Dashboard, User) and click the Create button.
- I recommend the Name to be "Clearsquare Portal | View Only". This way when you create more clients in the future you can identify that this particular client ID/Secret is tied to the Clearsquare portal.
- The Description is *optional be "Domo Everywhere | View Only Embed"
In the case of Platform Embed (directions are on the next page) you will need to select all of the Application Scopes (i.e. you need to select Account, Audit, Data, Dashboard, User, Workflow). NOTE: Selecting too many Application Scopes will not cause any issues, but is considered bad practice.
Step 5: Congratulations 🎉 you have created a new ClientID and ClientSecret!
The credentials in the image are blurred out for security, but yours will be visible. You can now copy & paste these into your Clearsquare portal to access Domo Everywhere and distribute view only Domo dashboards and cards within your portal.
