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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 access Org Roles:
Login to your IntelliBoard Pro account and click on your Avatar to display a drop down menu.
Select “Manage IB Org Roles” to access IB User page
Direct link to “Manage IB Organizational Roles” here.
Org Roles.mp4Manage IB Organizational Roles
Search: Searches all Org Roles by name. Type in the full or partial name of org role you are looking for.
Go to IB Users: Link to the IB User management page for quick access.
Create IB Org Role: Opens form to create a new IB Org Role. Name the role and determine the LMS connections, account permissions, and datasets that anyone with that Org role will have.
IB Org Role Name: All created Org Role names
IB User Count: The number of users currently assigned to that Org Role.
IB Org Role ID: This column displays a unique identifier assigned to each Org Role in the system. It provides a way to differentiate between users and can be used to import IB Users to specific Org Roles.
Creation Date: Displays the date the Org Role was created.
Status: This column displays the current status of the role, indicating whether it is active or inactive. An active role has access to the relevant datasets. An inactive role does not allow access to the relevant resources.
Actions: Click 
to edit the Org Role. Clickto clone the Org Role for quick Org Role creations. Clickto delete the Org Role.
Frequently Asked Questions:
Who has access to manage Organizational Roles?
The Primary Account holder automatically has access to Organizational Roles.
The ability to manage Organizational Roles may be given to others as an Admin Permissions inside Organizational Roles. To allow other people at your Organization to create, edit, clone or delete an Organizational Role, please allow "Manage Org Roles" under the Admin Permissions.
How many Org Roles can I have?
No limit; your organization may have as many different Organizational Roles as you need. If you need any variation of dataset OR account permission you'll create an new Organizational Role. We suggest cloning Organizational Roles when you want to make a slight variation.
You do not need to create one Organizational for each individual IB User. For example, all instructors at your organization could have their own credentialed account, but each of their accounts maybe granted the Organizational Role of "Instructor".
What's the difference between Organizational Roles and IB Users?
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.
How can my Organization create datasets and calculations?
IntelliBoard’s Visual Builder allows permissioned IB Users create, edit, and delete datasets and calculations.
Visual Builder Overview
How do I Edit, Clone, or Delete and Org Role?
How do I set a Home Page for IB Users based on their Org Role?
How do I ensure IB Users have new datasets published by IntelliBoard and my Organization?
Some of your users need one or two dashboards, and you don't need them to see the new items released by IntelliBoard or your organization. Your data team, however, can get all of the new things automatically to their Library (without you having to add them!).
Click on "Auto-Assign All Datasets" and “Auto-Assign All Calculations” when creating or editing an Org Role. Enabling "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.
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