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 "..." ellipsis, and then click "Edit".
Or click the "Name" to Edit.
How do I clone an Organizational Role?
Note the Action column, click the "..." ellipsis, and then click "Clone". A new role is automatically created with the existing name followed by (Clone). Edit the cloned Organizational Role to change the name and edit the settings.
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...
Note the Action column, click the "..." ellipsis, and then click "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