Narrow Data through Data Filters for IB Users

Data filters are what IntelliBoard calls the actual data/content that's going to display within an dataset (a report, chart, etc.) or a dashboard. You can assign a datasets or a dashboard through the Org Role, but the IB Users' data assignments are what controls what populates within that dataset or dashboard. For example, you may have an Org Role of a Manager or a Dean, but that specific Dean or Manager (set through the IB User) should only see their own employees or courses.

You can control the data which will display through the Data Filters. LMS Filters and Data Filters are similar concepts - both are used to narrow the data that can be seen and/or manipulated. LMS Filters narrow the overarching connection; Data Filters for IB Users narrow the data available to the IB User.

To share datasets and dashboards with users within your organizations, the Primary Account holder (and others' granted the necessary permission) creates IntelliBoard Users (IB Users) who each have an Organizational Role. An IB User is a credentialed account within IntelliBoard; this credentialed account can have specific data filters to only see certain datasets.

Data Filters are not required, but IB Users with no Data Filters applied will have access to all of the data (as set through the Connection Filters) inside IntelliBoard. A yellow in platform warning provides the alert that no filters are applied.

To narrow the data that an IB User is able to see:

Confirm your Connection by using the drop down to confirm the connection.
Because each LMS type may have different organizational tools, the assignments types available per LMS vary. For example, all LMS systems have users, but the way they organize users and courses through the system differ. For example, Moodle has Cohorts, where Canvas has Sub-Accounts.

LMS	Assignments Available
Blackboard Learn	Users, Courses, Terms, Nodes
Brightspace (by D2L)	Users, Courses, Terms, Org Units
Canvas	Users, Courses, Terms, Course Categories (SubAccounts)
Moodle and Totara (including Open LMS and Moodle Workplace)	Users, Courses, Course Categories, Cohorts, User Profile Field, Parent Role

Moodle Workplace Organization Structure
Moodle Workplace Organization Structures can be leveraged as an assignment. Click on to enable allowing IB Users' to see the LMS users assigned to them in the Organizational Structure.

Select the data category.
In the Available Filters tab, please select the desired components. You may choose more than one.
Use the "Show Selected" button to highlight the total selections
Apply Filters or cancel to discard changes.

Frequently Asked Questions:

Yes, you can either import users without assignments or with data assignments.

Synced Users are created and updated automatically with the same permissions the user has in the LMS. We recommend we Sync users to reduce administrative weight, however if a person needs additional permissions we recommend to either manually create or import the user and then assign the data assignments.

Data Filters are not required, but IB Users with no Data Filters applied will have access to all of the data (as set through the Connection Filters) insid IntelliBoard. A yellow in platform warning provides the alert that no filters are applied.