Now your SubAccounts are able to view your own Monitor Set as a Home page instead of 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 Home page. Details may be found here.
- Monitor Set can be set as Home page for 1) Main Subscriber, for 2) SubAccounts.
HOW TO SET UP A MONITOR SET AS THE HOME PAGE FOR SUBACCOUNT
NOTE: If you assign a Monitor Set as a Home Page within Organizational Roles, your selection will be available for all SubAccounts who have this role. To assign a Monitor Set as a Home Page just for a one SubAccount find 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 a Star button near the Monitor Set that you want to make a Home page for SubAccounts (it will become yellow)
- Save settings
NOTE: All information about Organizational Roles may be found here.
WAY 2: THROUGH SUBACCOUNTS
NOTE: Monitor Sets should first be added through Organizational Roles for the role that the selected SubAccount has.
- Navigate to Permit > SubAccounts
- Choose existing SubAccount or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Enable needed Monitor Sets
- Click a Star button near the Monitor Set that you want to make a Home page for SubAccounts (it will become yellow)
- Save settings
NOTE: All information about SubAccounts may be found here.
HOW TO REMOVE A MONITOR SET AS THE HOME PAGE
- Navigate to Permit > Organizational Roles OR SubAccounts (depending on the place where you assigned the Home page)
- Choose existing Organizational Role OR SubAccount or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Unclick a Star button near the Monitor Set that you want to make a Home page for SubAccounts (it will become grey)
- Save settings
For additional assistance, please email Support@IntelliBoard.net or click HERE.