System Administrator Set Up Responsibilities

When an institution decides to adopt IntelliBoard, the LMS Admin Office is essential to ensure a smooth integration. However, we recognize that LMS Admins are often managing multiple responsibilities and at IntelliBoard, we aim to lighten the load.

IntelliBoard can assist with this process when Account Assumption is granted.
Enabling Account Assumption

Requirements and Steps

1. Identify the Primary Account Holder

   • The Primary Account Holder will have full administrative control over IntelliBoard, including setting up connections and managing users.

   • This individual should have administrative privileges in the LMS but can be an office-held email account.

2. Create the initial Connection

   • Time Estimate: 1 hour

   • The connection must be established by a user with administrative privileges in the LMS.

   • Connecting to the LMS: Integrations: Creating Connections to your Primary LMS

   • Review: LMS Connection Filters Narrow Data through Data Filters for IB Users

   • Review: Organizational Settings Organizational Settings

3. Create Initial IntelliBoard Users and Organizational (Org) Roles

   • Use IntelliBoard’s Org Role Templates to set up user roles quickly. Org Role Templates

4. Set up SSO or 2FA Setup (Optional)

   • SSO: Set Up SSO (Single Sign On)

   • 2FA: Enable Two-Factor Authentication

5. Set up SubConnectors (If Needed)

   • Connecting SubConnectors: Integrations: Connecting SubConnectors to IntelliBoard

6. Refresh Connection & Data Filters (As Needed)

   • Refresh the connection and/or data filters as desired by the organization, if connection management is not shared with another IB User.

Primary Account Holder Permissions

The Primary Account Holder is the only user who can:

1. Configure SSO settings

2. Manage Organizational Settings

3. Customize PDF branding

4. Create initial IB Users and Org Roles

Note: The Primary Account Holder can delegate connection management by assigning appropriate Org Role permissions to other users. IntelliBoard can also provide setup assistance with Account Assumption. Enabling Account Assumption

Frequently Asked Questions: