IB Users Overview

To enable sharing of datasets and dashboards among users in your organization, the Primary Account holder (and other authorized users) can create IntelliBoard Users (IB Users) and assign them Organizational Roles. An Organizational Role acts as a template containing datasets and permissions, which can be applied to multiple IB Users. Each IB User represents a credentialed account within IntelliBoard, allowing them to access specific datasets based on their assigned data assignments.

To access IB Users:

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

Direct link to “Manage IB Users” here.

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Manage IB Users

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Search: Searches all IB Users by name. Type in the full or partial name of user your are looking for to quickly locate the user.
IB Org Role: Filters IB Users shown by the IB Org Role they are assigned. For example, you can locate all users with “Instructor” IB Org Role. You can search for more than one org role at a time.
User Type: Filters IB Users shown by the user type: Synced or Manual so you can locate all IB Users that were manually input to ensure correct roles
Go to IB Org Roles: Link to the IB Org Roles management page for quick access.
Create IB User: Click the button to create a new IB User or use the drop down menu next to it Sync or Import IB Users.
Full Name: IB User's Full Name as entered at account creation.
Email: IB User’s Email address that is connected to their IntelliBoard account.
Connections: The LMS the IB User’s account is connected with, e.g. Moodle, Canvas, Blackboard, etc.
IB Org Role: The IB Org Role the IB User has been assigned.
User Type: The method the IB User’s account was created: Manually or Synced
LMS Role: The role the IB User is assigned inside the LMS platform, e.g. Instructor, Admin, Learner, etc.
Creation Date: Date the IB User’s account was created
Last Activity: Date of IB User’s last activity within IntelliBoard.
Status: Current status of IB User’s account. It can be toggled on and off. Grey with x means the account is inactive. Blue with checkmark means the account is active.
Actions: Click on the three dots next to an IB User’s name to open action list.
- Log in as User: Allows administrators to view IntelliBoard as a specific IB User to better identify issues.
- Send Password Reset: Allows administrators to reset an IB User’s password. The next time the user attempts to log in, they will be redirected to create a new password.
- Data Filters: Allows administrators to assign data filters for an IB User.
- Edit: Opens IB User’s account information to make any necessary edits.
- Delete: Deletes the IB User’s account.

Frequently Asked Questions:

What is an Org or Organizational Role?

An Organizational Role is a template of datasets and account permissions designed for a specific type of group/role of people within an organization. An Organizational Role is then assigned to an IB User. Examples of an Org Role include: Instructor, Learner, Course Admin, and All Access.

link Org role page here

How many IB Users can I have?

No limit; your organization may have as many IB User Accounts as you need. We want your organization - from executive leadership to learner - to have access to make data-driven decisions.

Are IB Users the same as an LMS Account?

No, but we recommend that the IB User has the same email for both their IntelliBoard account and their pirmary LMS email. This will allow the IB User to have access to their datasets through the LMS after the LTI is enabled.

What's the difference between an IB User and an Org Role?

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.

Why do IB Users need an Org Role?

Each IB user is required to have an Organizational Role to dictate the account permissions within IntelliBoard.

Who sets up the first IB Users and Org Roles?

The IntelliBoard subscription is by organization, and starts with the Primary Account Holder. This Primary Account Holder can be a single person or a generic email for a team approach. The Primary Account Holder can edit or leverage IntelliBoard's default Organizational Roles to create the initial team of IntelliBoard administrators.

Can I narrow account permissions and data assignments for IB Users?

Organizational Roles and IB Users can be narrowed to allow certain account permissions, certain datasets, and certain data assignments.

For example, a "Instructor" Organizational Role may have access to create and send Notifications, leverage InContact, but may not have the ability to edit or publish new reports. Narrowed through the IB User, the Instructor can only see the courses taught by that individual Instructor.

Do Instructors and Learners need to have an IB User account?

While Instructors and Learners may have IB Users, you can also enable an Instructor or Learner LTI where one Organizational Role is applied to any user in the LMS who has a course-level instructor or learner role. This allows all instructors or all learners to have a smiliar dashboard, where the data reflects their courses.

Can I upload and delete an IB User's avatar?

The Primary Account Holder or someone with Admin Permissions can edit Avatars for IntelliBoard Users. From your avatar, navigate to the “Manage IB Users.” Under the “Actions” column next to the IB User’s name, click the three dots and click “Edit.” You can now upload or delete that IB User’s avatar.

Upload and Delete an Avatar