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To enable sharing of datasets and dashboards among users in your organization, the Primary Account holder (and other authorized users) can create IntelliBoard Users (IB Users) and assign them Organizational Roles. An Organizational Role acts as a template containing datasets and permissions, which can be applied to multiple IB Users. Each IB User represents a credentialed account within IntelliBoard, allowing them to access specific datasets based on their assigned data assignments.

To access IB Users and Org Roles:

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