Now your SubAccounts/IB user are able to view your own Monitor Set as a Homepage instead of the default set! Please find a guide below.
Before you get started...
- The Monitor functionality begins with a Level 3 IntelliBoard subscription; please review access and number of accounts here.
- You have to create a monitor set that will become your Homepage. Details may be found here.
- Monitor Set can be set as a Homepage for 1) Main Subscriber, for 2) SubAccounts/IB user.
HOW TO SET UP A MONITOR SET AS THE HOMEPAGE FOR A SUBACCOUNT/IB USER
NOTE: If you assign a Monitor Set as a Homepage within Organizational Roles, your selection will be available for all SubAccounts/IB users who have this role. To assign a Monitor Set as a Homepage just for one SubAccount/IB user, review the second way.
WAY 1: THROUGH ORGANIZATIONAL ROLES
- Navigate to Permit > Organizational Roles
- Choose existing role or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Enable needed Monitor Sets
- Click Star button near the Monitor Set that you want to make a Home page for SubAccounts/IB users (it will become yellow)
- Save settings
NOTE: All information about Organizational Roles may be found here.
WAY 2: THROUGH SUBACCOUNTS/IB USERS
NOTE: Monitor Sets should first be added through Organizational Roles for the role that the selected SubAccount/IB user has.
- Navigate to Permit > SubAccounts/IB users
- Choose existing SubAccount/IB user or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Enable needed Monitor Sets
- Click Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB users (it will become yellow)
- Save settings
NOTE: All information about SubAccounts/IB users may be found here.
HOW TO REMOVE A MONITOR SET AS THE HOMEPAGE
- Navigate to Permit > Organizational Roles OR SubAccounts/IB users (depending on the place where you assigned the Homepage)
- Choose existing Organizational Role OR SubAccount/IB user or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Unclick Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB user (it will become grey)
- Save settings
For additional assistance, please email Support@IntelliBoard.net or click HERE.