Setting a Home Page for IB Users by Org (Organizational) Role

A particular dataset can be set as the Home Page to automatically appear when an IB User with a specific Org Role accesses IntelliBoard. This can be done either during the initial creation of the Org Role or by editing the Org Role.

During the Creation of the Org Role

In the Org Role Creation Form, locate the section “Dataset for the Home Page/Default Dataset.” Any dataset that has been added to My Datasets in this Org Role can be used as a default home page. This allows users to see their most critical dataset or dashboard immediately at login.

Create an Org (Organizational) Role

Editing an Org Role

When editing a specific Org Role, the Edit IB Org Role form display. Scroll down to the section “Dataset for the Home Page/Default Dataset.” Any dataset that has been added to My Datasets in this Org Role can be used as a default home page. This allows users to see their most critical dataset or dashboard immediately at login.

Edit, Clone, and Delete Org (Organizational) Roles

Frequently Asked Questions:

How do I create an Org Role?

Create an Org (Organizational) Role

How do I edit an Org Role?

Edit, Clone, and Delete Org (Organizational) Roles

Can I set a personal Home Page unrelated to an Org Role?

You can set and change the dataset that is most critical to you as your homepage.

Setting a Dataset as Your Homepage

Setting a Home Page for IB Users by Org (Organizational) Role

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