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titleWhat's the difference between Organizational Roles and IB Users?

The Organizational Role is a type of role; the IB User is an actual person. Org Roles are templates that assign access of certain datasets. Many IB Users may have the same Org Role.

For example, Dean Jane Smith is a specific IB User, who has the Organizational Role of Educational Dean. 

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titleHow can my Organization create datasets and calculations?

IntelliBoard’s Visual Builder allows permissioned IB Users create, edit, and delete datasets and calculations.

insert builder page link here

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titleHow do I Edit, Clone, or Delete and Org Role?
Edit, Clone, and Delete Org (Organizational) Roles

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titleHow do I set a Home Page for IB Users based on their Org Role?
Setting a Home Page for IB Users by Org (Organizational) Role

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titleHow do I ensure IB Users have new datasets published by IntelliBoard and my Organization?

Some of your users need one or two dashboards, and you don't need them to see the new items released by IntelliBoard or your organization.  Your data team, however, can get all of the new things automatically to their Library (without you having to add them!).  

Click on "Auto-Assign All Datasets" and “Auto-Assign All Calculations” when creating or editing an Org Role. Enabling "Auto-Assign All Datasets" to allow all future datasets released by IntelliBoard and your Organization to be automatically assigned and updated to the Org Role.  Recommended for those with Visual Builder permissions.