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Data filters is are what IntelliBoard calls the actual data/content that's going to display within an dataset (a report, chart, etc.) or a dashboard. You can assign a datasets or a dashboard through the Org Role, but the IB Users' data assignments are what controls what populates within that dataset or dashboard. For example, you may have an Org Role of a Manager or a Dean, but that specific Dean or Manager (set through the IB User) should only see their own employees or courses.  

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  1. Confirm your Connection by using the drop down to confirm the connection.
    There are different data assignment types per LMS.Because each LMS type may have different organizational tools, the assignments types available per LMS vary.  For example, all LMS systems have users, but the way they organize users and courses through the system differ.  For example, Moodle has Cohorts, where Canvas has Sub-Accounts. 

LMS 

Assignments Available 

Blackboard Learn

Users, Courses, Terms, Nodes

Brightspace (by D2L)

Users, Courses, Terms, Org Units

Canvas

Users, Courses, Terms, Course Categories (SubAccounts)

Moodle and Totara (including Open LMS and Moodle Workplace)

Users, Courses, Course Categories, Cohorts, User Profile Field, Parent Role

Moodle Workplace Organization Structure
Moodle Workplace Organization Structures can be leveraged as an assignment.  Click on to enable allowing IB Users' to see the LMS users assigned to them in the Organizational Structure.

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  1. Select the data category.

  2. In the Available Filters tab, please select the desired components.  You may choose more than one.

  3. Use the "Show Selected" button to highlight the total selections

  4. Apply Filters or cancel to discard changes.

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titleWhy can I not edit data assignments for IB Users who are synced?

Synced Users are created and updated automatically with the same permissions the user has in the LMS. We recommend we Sync users to reduce administrative weight, however if a person needs additional permissions we recommend to either manually create or import the user and then assign the data assignments.

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titleDo I have to apply Data filters?

Data Filters are not required, but IB Users with no Data Filters applied will have access to all of the data (as set through the Connection Filters) insid IntelliBoard.  A yellow in platform warning provides the alert that no filters are applied. 

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