IB Users: How to Create IB Users Manually

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 assignments to only see certain datasets. 

Before you get started... 

  • You have to set up two components: 1) Organizational Role and 2) IB User.  

  • You must create an Organizational Role BEFORE creating an IB User. 

  • Additional information including FAQs can be found here

 

How do I create an IB User? 

From your Avatar, click "Manage IB Users" 

Then click "Create IB User".  

You have 3 options to create IB Users:


1) Create IB User:  Create one user manually (best for initial start up and pilots) 

2) Sync IB Users:  Leverage the LMS permissions and details to create IB Users (recommended) 

3) Import IB Users:  Upload users through a CSV sheet

Please see additional support documentation for each user type.

 

I want to set up IB User accounts in mass? Can I do that? 

Absolutely. 

IB Users can be imported, synced or you can turn on an automatic LTI for those who have an instructor or student course level enrollment.  These are all covered in different support documentation. 

Creating manual IB Users allows you to set up your initial team quickly.  
We also suggest you create manual users to pilot a set up or a implementation. 


How to Create IB Users Manually

Step 1: Add IB Users > Create IB User

From "Add IB Users", click "Create IB User". 


Direct Link: https://next.intelliboard.net/users/create

 

 

Step 2: Complete Account Information

  Select Org Role   Drop down;  All Org Roles active created by your Organization will automatically be listed.  
  Email Address    Text Box; Type the user's email.  Note the email considerations below.
  First Name   Text Box; Type the user's first name.  
  Last Name   Text Box; Type the user's last name. 
  Password   Text Box; Type the user's password.  Note the password considerations below.
  Status   Drop down; Active or Inactive

 

Important Considerations:

  • An Organizational Role must be active in order to assign to an IB User; to access IntelliBoard an IB User must have an active Org Role
  • If you do not see the Org Role you wish to assign, please ensure it is active.
  • IntelliBoard uses email as the unique credentialed agent.  If you are trying to create an IB user with an email that already exists in your account (or in another account), it cannot be created.  Please contact HelpDesk@IntelliBoard.net for additional assistance or delete the duplicative email.
  • If the LTI is enabled for IntelliBoard, the IntelliBoard email and the primary email in the LMS must match.
  • Password requirements: 
    Minimum 8 Characters; Maximum 78 Characters
    At least one number, one lowercase letter, one uppercase letter, and one special character

 

Step 3: Complete Account Information

  Connections   Check box;  Confirm the connections assigned to the IB User.

 

Step 4: (Optional) Upload an Avatar


See more information here

 

Step 5: Save 

Save the Individual IB User. 

Note that no additional data restrictions have been assigned to this account - meaning they have full access to the data permissions.  To further narrow the data that the IB User is able to see, review their particular data assignments.  Do this by clicking on the Actions, button and clicking "Assignments".  Additional information can be found here.

 

For additional assistance, please email helpdesk@IntelliBoard.net

 

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