Create an Org (Organizational) Role

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.

To create an Org Role:

1. Login to your IntelliBoard Pro account and click on your Avatar to display a drop down menu.

2. Click “Manage IB Org Roles” to access IB User page

3. Click “Create IB Org Role” button

4. Fill out “Create IB Organizational Role” form, assigning connections, account permissions, datasets, and calculations that all individuals in the org role will have access to.

5. Click the “Create IB Org Role” button to save.

Direct link to “Create IB Organizational Role” form here.

Open

IB Org Role and Permissions Form

Open

1. IB Org Role Name: The name of the Org Role, e.g. Student Advisor, Account Manager, etc. It can be as specific or general as you need it to be.

2. IB Org Role Status: Set the Org Role as “Active.” IB Users will not be able to access any features on IntelliBoard if the Org Role is inactive.

3. LMS Connection Permissions: Check boxes to appropriate LMS connections to allow the IB Users assigned to the Org Role to have access.

4. Account Permissions: Check boxes next to the appropriate account permissions to allow IB Users assigned to the Org Role to have access.

   • Visual Builder: Gives IB Users the ability to create and edit Dashboards, Datasets, and Charts

   • Manage SFTP Connections: Gives IB Users the ability to create and edit SFTP connections to export (Notification Creator) or import (InForm)

   • Allow IB User to “Log In As”: Gives IB Users the ability to log in as other IB Users to help troubleshoot.

   • Predictive Models: Gives IB Users the ability to: create, edit, and delete Predictive Analytics/Machine Learning

   • Approve Pending Datasets: Gives IB Users the ability to approve Dashboards and Datasets created by your Organization

   • Manage IB Org Roles: Gives IB Users the ability to create and edit Organizational Roles

   • InForm: Gives IB Users the ability to create, edit, and delete additional data tables

   • Connection Settings: Gives IB Users the ability to create, edit, and delete integrations and subconnectors

   • Manage IB Users: Gives IB Users the ability to create and edit IB Users

   • Notification Creator: Gives IB Users the ability to create, edit, and send Notifications which includes reports and direct messages.

5. Library and My Datasets: This view defaults to the datasets included in the Library.  Check the boxes next to any dataset you want included for the Org Role. Click to "My Datasets" Tab.  This will be populated with the items selected from the Library.  Check the items you want to automatically include in IB Users' My Datasets. 

6. Search Datasets: The search feature enables you to quickly find a specific dataset by name.

7. Dataset Type: Filter by dataset type to narrow datasets to: Table, Chart, or Dashboard

8. Selected Items: Filters datasets by: Newest, Oldest, From A to Z, or From Z to A

9. All Organizations: Filters datasets by organization: IntelliBoard or datasets created by Your Organization

10. Auto-Assign: Automatically assigns datasets by organization: IntelliBoard datasets created by Your Organization. Enable "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.

11. Dataset for the Home Page/Default Dataset: After a dataset has been added to My Datasets, it can be used as a default home page. This allows users to see their most critical dataset or dashboard immediately at login.

12. Library and My Datasets: This view defaults to the calculations included in the Library.  Check the boxes next to any calculation you want included for the Org Role. Click to "My Datasets" Tab.  This will be populated with the items selected from the Library.  Check the items you want to automatically include in IB Users' My Datasets.

13. Search Calculations: The search feature enables you to quickly find a specific calculation by name.

14. Selected Items: Filters calculations by: Newest, Oldest, From A to Z, or From Z to A

15. All Organizations: Filters calculations by organization: IntelliBoard or calculations created by Your Organization

16. Auto-Assign: Automatically assigns calculations by organization: IntelliBoard or calculations created by Your Organization. Enable "Auto-Assign All Calculations" to allow all future calculations released by IntelliBoard and your Organization to be automatically assigned and updated to the Org Role.  Recommended for those with Visual Builder permissions.

Frequently Asked Questions: