/
Learner Dashboard Set Up and Permissions

Learner Dashboard Set Up and Permissions

Search

After it is enabled, the Learner Dashboard is automatically associated with the Student Role in the LMS System. Learners do not need a separate IntelliBoard account to utilize the Learner Dashboard. IntelliBoard User with admin permissions must set up Learner Dashboards and Permissions.

Assigning Learner Roles

  1. From the SITE ADMINISTRATION block in your LMS system, click through the following: Site Administration > Plugins > Local plugins > IntelliBoard.net Plugin

  2. From Settings, scroll to the Dashboard Filters header. Then scroll to Student Roles.  Choose the roles you want to have access to the Learner Dashboard.  Click "Save changes" in your LMS system.

    image-20240510-135250.png
  3. If you are using custom roles, please also ensure the custom role has the ability to view IntelliBoard in the role permissions.  Additionally, the custom role must also be selected in the settings (image above). 

    To check the Permissions, please click through the following: Site Administration > Users > Permissions > Define Roles and ensure any custom student roles have IntelliBoard [Student] set to allow (image below, ‘Student’ will be replaced by your custom role name). 

    image-20250207-103132.png

Confirming Your Subscription

  1. From the ADMINISTRATION block in your LMS system, click through the following: Site Administration > Plugins > Local plugins > IntelliBoard.net Plugin

  2. Subscription: Ensure the email that is associated with the IntelliBoard subscription is correctly entered. Click "Save changes" in your LMS system.

Enabling and Renaming the Learner Dashboard

  1. From the ADMINISTRATION block in your LMS system, click through the following: Site Administration > Plugins > Local plugins > IntelliBoard.net Plugin

  2. Scroll down the settings page to Learner Dashboard Header

  1. Renaming:
    To personalize the Learner Dashboard name to best meet your organization's terminology, change the name in the text box.  Click "Save changes" in your LMS system.

  2. Enabling: To enable the Learner Dashboard for all users in your LMS system with the [Student] Role, make sure the check box is clicked. To disable the Learner Dashboard for all users in the LMS system, unclick the box.  Click "Save changes" in your LMS system.

  3. You can further customize your Learner Dashboard by deciding which tabs or report columns you would like to see.

Setting the Learner Dashboard Permissions

  1. From the ADMINISTRATION block in your LMS system, click through the following: Site Administration > Plugins > Local plugins > IntelliBoard.net Plugin 

  2. From Settings, scroll to the Learner Dashboard Header.

  3. Enabling and disabling the specific components of the Learner Dashboard will change the Learner Dashboard for everyone.  While the data within the Learner Dashboard will change based off the specific user, the template for the Learner Dashboard remains the same. 
    If the check box is clicked, the item is enabled for all with Learner Dashboard access. If the check box is not clicked, the item is disabled.

Settings: Learner Dashboard

  1. Enable Learner Dashboard under Site Administration > Plugins > Local plugins > IntelliBoard.net Plugin > Learner Dashboard.
    NOTE: Learner Dashboard can be enabled and set only by Site Administrators.
    NOTE: Enabling Show "Learner Dashboard" in Navigation Block menu only for enrolled learners will show Learner Dashboard for all users who’re enrolled at least into 1 course.

  2. The 1st group of time filters relate to the Activity Progress and Course Progress widgets.  

    • Time filter: 7 Days: Add a filter option for filtering by the last 7 days; ex/ Today's date is August 8, 2024. Last 7 days would be August 1, 2024.

    • Time filter: Last 30 Days: Add a filter option for filtering by the last 30 days; ex/ Today's date is August 8, 2024. Last 30 days would be started from July 9, 2024.

    • Time filter: Last 3 Months: Add a filter option for filtering by the last full 3 months; ex/ Today's date is August 8, 2024.  Last 3 Months would be started from May 8, 2024.

    • Time filter: Last 6 Months: Add a filter option for filtering by the last full 6 months; ex/ Today's date us August 8, 2024.  Last 6 Months would be from February 8, 2024.

    • Time filter: This Year: Add a filter option for filtering by the curent year; ex/ Today's date is August 8, 2024. This year would be started from January 1, 2024.

    • Time filter: Last Year: Add a filter option for filtering by the last full year; ex/ Today's date is August 8, 2024. Last Year would be 2023.

    • Time filter: All Time: Add a filter option for filtering by the last all time.

  3. The 2nd group of settings relates to the details on the top right corner of the Dashboard tab: 

    • Completed Courses: The number of visible courses that the learner is enrolled to and has completed based on the Course Completion settings for that specific course inside the LMS system.

    • Courses in Progress: The number of visible courses that the learner is enrolled to in the LMS system.

    • Course Avg. Grade: The Average Grade represents the learner's average grade in his/her enrolled courses that are visible in the LMS system (not depending on complete/incomplete status).

    • Course Sum Grade by Grade Scale Value: Course Sum Grade displays the learner’s course total grade in percentage of his/her enrolled courses that are visible in the LMS system (not depending on complete/incomplete status).

    • Messages: Clicking the hyperlink will bring the learner to his/her messages within the LMS system.

  4. The 3rd group of settings relates to the Learner Dashboard Customization:

    • Instructor can see own students: Enabling this setting will add a filter to Learner Dashboard for Instructors, allowing them to review learners' progress from their own accounts. Select an Instructor Role who’ll get such ability.
      NOTE: When providing this access, the Instructor will be able to see his/her students' full courses details.

    • Student Redirect: Enabling this will automatically bring users to the Learner Dashboard page upon log in. 

    • Show hidden/suspended courses for [student]: Enabling this will include the data from hidden/suspended courses into the Dashboard view.

    • Enable "Badges" report: This setting will add Badges tab to the Learner Dashboard for all your LMS users.

Settings: Learner Dashboard Page

Settings: Learner Dashboard Courses

Settings: Learner Dashboard Grades

 

Frequently Asked Questions:

Related content

Instructor Dashboards Set Up and Permissions
Instructor Dashboards Set Up and Permissions
More like this
Administrator: Getting Started Guide
Administrator: Getting Started Guide
More like this
Create an Org (Organizational) Role
Create an Org (Organizational) Role
More like this
Admin Dashboard
Admin Dashboard
More like this
IntelliBoard Users (IB Users) Overview
IntelliBoard Users (IB Users) Overview
More like this
IntelliCart Integration
IntelliCart Integration
More like this