Org Role: How to Move Datasets from Library to My Datasets for IB Users

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. 

I want to move the most important datasets from the Library to My Datasets for my IB Users.  How do I do that?

We hear you! Simplify that step for your IB Users and automatically put the most important datasets automatically in My Datasets.

Follow the next steps.


Step 1: Make your selections.

Note that selections default to being saved in the User's Library.  

Step 2: Click the "Save to Users' My Datasets".

Note that only the items that you've previously selected appear.  (The only things you can automatically assign to My Datasets are things that have already been approved to be in Library.)

You can then choose to Select All reports, or individual reports that you want to move over to My Datasets.

Step 3:  Set the Default Dataset (Optional)

If desired, click the star to create the default homepage for your end users.  When starred, this dataset will automatically appear in the end users My Datasets.

For additional assistance, please email



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