Org Role: How to Edit, Clone and Delete

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 Organizational Role is a template of datasets and permissions, which can be granted to several IB Users. 

 

How do I edit an Organizational Role?

Note the Action column, click the first action button. 
Or click the "Name" to Edit. 


 

How do I clone an Organizational Role? 

Use the second icon under the Actions column



 

How do I delete an Organizational Role?

You can activate an Organizational Role two ways:
1) From the Organizational Role Table
2) From within the Organizational Role

1) From within the Organizational Table...  Use the 3rd Button to Delete



2) Edit the Organizational Role

Upon editting the Organizational Role, you'll see a "Delete" button.

For additional assistance, please email helpdesk@IntelliBoard.net

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