Organizational (Org) Roles Overview

An Organizational Role serves as a predefined set of datasets and account permissions tailored for a particular group or role within an organization. These roles are subsequently assigned to IB Users. Examples of Organizational Roles may include, but aren't restricted to: Instructor Organizational Role, Learner Organizational Role, Course Admin Organizational Role, and All Access Organizational Role. IntelliBoard has Org Role Templates available to make it even easier.

To access Org Roles:

Login to your IntelliBoard Pro account and click on your Avatar to display a drop down menu.
Select “Manage IB Org Roles” to access IB User page

Direct link to “Manage IB Organizational Roles” here.

Manage IB Organizational Roles

Search: Searches all Org Roles by name. Type in the full or partial name of org role you are looking for.
Org Roles: Drop down menu to display: All Org Roles, My Organization’s Org Roles, or Org Role Templates
Create IB Org Role: Opens form to create a new IB Org Role. Name the role and determine the LMS connections, account permissions, and datasets that anyone with that Org role will have.
IB Org Role Name: All created Org Role names
IB User Count: The number of users currently assigned to that Org Role.
IB Org Role ID: This column displays a unique identifier assigned to each Org Role in the system. It provides a way to differentiate between users and can be used to import IB Users to specific Org Roles.
IB Org Role Type: Displays whether the type of org role: Organization’s Org Role or an Org Role Template
Creation Date: Displays the date the Org Role was created.
Modification Date: Displays the date the Org Role was most recently modified.
Status: This column displays the current status of the role, indicating whether it is active or inactive. An active role has access to the relevant datasets. An inactive role does not allow access to the relevant resources.
Actions: Click to edit the Org Role. Clickto clone the Org Role for quick Org Role creations. Clickto delete the Org Role.
Go to IB Users: Link to the IB User management page for quick access.

Frequently Asked Questions:

https://intelliboard.atlassian.net/wiki/spaces/KB/pages/2498068482

The Primary Account holder automatically has access to Organizational Roles.

The ability to manage Organizational Roles may be given to others as an Admin Permissions inside Organizational Roles. To allow other people at your Organization to create, edit, clone or delete an Organizational Role, please allow "Manage Org Roles" under the Admin Permissions.

No limit; your organization may have as many different Organizational Roles as you need. If you need any variation of dataset OR account permission you'll create an new Organizational Role. We suggest cloning Organizational Roles when you want to make a slight variation.

You do not need to create one Organizational for each individual IB User. For example, all instructors at your organization could have their own credentialed account, but each of their accounts maybe granted the Organizational Role of "Instructor".

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.

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

https://intelliboard.atlassian.net/wiki/spaces/KB/pages/2324365351