IB Users: How to Narrow Data through Data Filters

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 IB User is a credentialed account within IntelliBoard; this credentialed account can have specific data filters to only see certain datasets. Additional information including FAQs can be found here. 

What are Data Filters?

Data filters is what IntelliBoard calls the actual data/content that's going to display within an dataset (a report, chart, etc) or a dashboard.

You can assign a datasets or a dashboard through the Org Role, but the IB Users' data assignments are what controls what populates within that dataset or dashboard.

For example, you may have an Org Role of a Manager or a Dean, but that specific Dean or Manager (set through the IB User) should only see their own employees or courses.  

You can control the data which will display through the Data Filters. 

LMS Filters and Data Filters are similiar concepts - both are used to narrow the data that can be seen and/or manipulated.  LMS Filters narrow the overaching connection; Data Filters for IB Users narrow the data available to the IB User.

Do I have to apply Data Filters?

Data Filters are not required, but IB Users with no Data Filters applied will have access to all of the data (as set through the Connection Filters) insid IntelliBoard.  A yellow in platform warning provides the alert that no filters are applied. 

How do I narrow the data (users, courses, etc) that an IB User is able to see? 

Data Filters is what IntelliBoard calls the actual data/content that's going to display within an dataset (a report, chart, etc) or a dashboard.   You can edit assignments for users who are created manually or imported.  Follow the steps outlined below. 

Actions > Data Filters

From the Actions column, click "Data Filters".

Step 1: Confirm your Connection

Use the drop down to confirm the connection.

Step 2: Select the Data Category

Use the drop down to confirm the connection. There are different data assignment types per LMS.  

To assign data, please use the following steps: 

In the Available Filters tab, please select the desired components.  You may choose more than one.  

Use the "Show Selected" button to highlight the total selections. 

Then click "Apply Filters."

What are the different types of assignments I can make?

Because each LMS type may have different organizational tools, the assignments types available per LMS vary.  For example, all LMSes have users, but the way they organize users and courses through the system differ.  For example, Moodle has Cohorts, where Canvas has SubAccounts.  

Please find the different assignments types per LMS below.

 If your LMS isn't listed here, please contact HelpDesk@IntelliBoard.net. 

Moodle Workplace Organization Structure
Moodle Workplace Organization Structures can be leveraged as an assignment.  Click on to enable allowing IB Users' to see the LMS users assigned to them in the Organizational Structure.

Can I add assignments when I import users?

Yes, you can either import users without assignments or with data assignments.  The choice is yours.  Please see the documentation above by LMS.

Why can I not edit data assignments for IB Users who are synced?

Synced Users are created and updated automatically with the same permissions the user has in the LMS.  We recommend we Sync users to reduce administrative weight, however if a person needs additional permissions we recommend to either manually create or import the user and then assign the data assignments.

For additional assistance, please email helpdesk@IntelliBoard.net