IntelliBoard's Permit feature allows you, the IntelliBoard Admin (main subscriber), to give certain people credentialed access to IntelliBoard.net where they will have permission to review certain data sets within certain reports.
An automated, step-by-step guide can be found inside IntelliBoard.net. Click "Self Help" (orange button) from your Homepage and then click "Creating Organizational Roles [SETTINGS]".
Before you get started...
- Permit functionality begins with a Level 5 IntelliBoard subscription; please review access and number of accounts here.
- Permit, managed by the IntelliBoard Admin, consists of two components: 1) Organizational Role (Template of Reports) and 2) SubAccount/IB user (Credentialed Access and Data Set Permissions).
- You must create an Organizational Role BEFORE creating a SubAccount/IB user.
- Details on SubAccount/IB users (Part 2 of Permit) may be found here.
What is an Organizational Role?
As the first component of Permit and designed by the IntelliBoard Admin, an Organizational Role is a template of reports and monitors designed for a specific type of group/role of people within an organization. An Organizational Role is then assigned to a SubAccount/IB user (credentialed account for an individual person).
For example, District Managers may need reports and monitors related to course enrollments, revenue and completion. Educational Deans may need reports and monitors related to learner progress and instructor performance. District Manager and Educational Dean are both Organizational Roles.
Important Notes:
- The same Organizational Role can be assigned to different SubAccounts/IB users.
- The Organizational Role template can be further edited for a specific SubAccount/IB user.
- While an Organizational Role may be the same as a Canvas role, the two are not connected.
What is the difference between an Organizational Role and SubAccount/IB user?
The Organizational Role is a type of role; the SubAccount/IB user is an actual person. The Organizational Role is a template of reports; the SubAccount/IB user is the specific credentialed account for IntelliBoard. The Organizational Role is assigned to a specific SubAccount/IB user.
For example, Dean Jane Smith is a specific SubAccount/IB user, who has the Organizational Role of Educational Dean. Dean Harold Jones is a specific SubAccount/IB user, who has also has the Organizational Role of Educational Dean.
Step 1: Creating Organizational Roles
An automated, step-by-step guide can be found inside IntelliBoard.net. Click "Self Help" (orange button) from your Homepage and then click "Creating Organizational Roles [SETTINGS]".
- After logging on to IntelliBoard with the main subscription email, click Settings
- From Settings, click Organizational Role
- From Organizatonal Role, click Create a New Organizational Role
- NOTE: Existing Organizational Roles can be edited and/or deleted after clicking the gear icon.
Step 2: Defining the Organizational Role
1: Organizational Role Name
Enter the name of the Organizational Role (i.e. Manager; Regional VP; Dean; Academic Advisor; Mentor).
2: Status
Update the Status; Inactive = Not available for use, but also not deleted; Active = Available for use.
3: Assigned Connections
Click on the down arrow on the right side to expand the menu. Associate the Organizational Role with connection(s) under Assigned Connections.
4: Reports
Click on the down arrow on the right side to expand the menu.Click the Report Category(ies) and individual reports on/off. To review reports, please click here.
5: Monitors
Click on the down arrow on the right side to expand the menu. Click the Monitors Sets and/or individual Monitors on/off. You can select "All Monitors / No monitors" option to add/remove them for an Organizational Role in one time.You can create a Monitor Set and assign to an Organizational Role. If an individual monitor is included in the assigned Monitor Set it automatically clicked on. To make a Monitor Set the "Homepage," click the yellow star by the Monitor name. See the image below. To review monitors, please click here.
Additional Details on Monitors for Organizational Roles:
- Assigning a Monitor Set will automatically enable the individual monitors included in that Monitor Set. Do not disable the monitors that make up the Monitor Set (this will block data from populating into the disabled Monitor).
- Make a Monitor Set the Organizational Role's "Homepage" by utilizing the yellow Star next to the Monitor Set.
For additional assistance, please email helpdesk@IntelliBoard.net.