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Permit: People (Part 2) - Canvas LMS

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 you Home page and then click "Creating SubAccounts [SETTINGS]". 

Before you get started... 

  • Permit functionality begins with a Level 4 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) People (Credentialed Access and Data Set Permissions).  
  • You must create an Organizational Role BEFORE creating a Person Account. 
  • Details on Organizational Roles (Part 1 of Permit) may be found here. 

What is a Person Account?

First things first, have you created an Organizational Role? If not, see information on and create Organizational Roles.

As the second component of Permit and designed by the IntelliBoard Admin, a Person account is a credentialed account for an individual person to access IntelliBoard.net.  An email address serves as the unique identifier for credentialing purposes. A Person account must first be assigned an Organizational Role (a template of reports and monitors).  

For example, Sarah Frances is a District Manager; she need reports and monitors related to course enrollments, revenue and completion. Her Organizational Role is District Manager, this is assigned to her Person account, sfrances@exampleeemail.com.  Harold Jones is the Dean of the Arts Program; he needs reports and monitors related to learner progress and instructor performance.  His Organizational Role is Educational Dean, this is assigned to his Person account, hjones@exampleemail.edu.  sfrances@exampleemail.com and hjones@exampleemail.edu are the People accounts.

Important Notes:

  • People accounts are credentialed using an email address; the email address is the unique identifier.  You may only use an email once for IntelliBoard.
  • People accounts may access IntelliBoard data by logging on IntelliBoard.net. Canvas users may set up an LTI interface in Canvas for People accounts.
  • The same Organizational Role can be assigned to different People accounts.
  • The Organizational Role template can be further edited for a specific People accounts. 
  • While an Organizational Role may be the same as a Canvas Role, the two are not connected.  People with a Canvas role are not automatically created as a People accounts.

What is the difference between an Organizational Role and People accounts? 

The Organizational Role is a type of role; the People accounts are an actual person.  The Organizational Role is a template of reports; the Person account is the specific credentialed account for IntelliBoard. The Organizational Role is assigned to a specific Person account. 

For example, Dean Jane Smith is a specific Person account, who has the Organizational Role of Educational Dean. Dean Harold Jones is a specific Person accountwho has also has the Organizational Role of Educational Dean. 

Step 1: Creating People Accounts

An automated, step-by-step guide can be found inside IntelliBoard.net. Click "Self Help" (orange button) from you Home page and then click "Creating SubAccounts [SETTINGS]".

  • After logging on to IntelliBoard with the main subscription email, click Permit
  • From Permit, click People
  • From People, you can either create an individual People or import multiple Person Account.  See directions for each type below.

CREATE AN INDIVIDUAL PERSON ACCOUNT

  • From People, click Create a New Person
  • You must create an Organizational Role before creating a Person Account
  • NOTE: Existing SubAccounts can be edited and/or deleted after clicking the gear icon.

1: Organizational Role Select the Organizational Role
2: First Name First Name of Person
3: Last Name Last Name of the Person
4: Email Email serves as the login credential for the Person; the email must be unique.  In order for Canvas users to use the LTI function to see his/her Person account, the Canvas user email and the Person email must match.
5: Password Create a temporary password; the Person account may change his/her password after she/he logs in in the Account Profile (top right corner).
6: Job Title

Job Title of Person account

Note: This is not the Organizational Role, this is the person's actual title for additional clarity.

7: Assigned Connection

Click on the down arrow on the right side to expand the menu.

The connection assigned to the selected Organizational Role will automatically populate.  If you need to edit this specifically for the Person account you may do so here.

8: Reports

Click on the down arrow on the right side to expand the menu.

The Report Categor(ies) and individual reports assigned to the selected Organizational Role will automatically populate. If you need to edit this specifically for the Person accountyou may do so here.

To review Reports, please click here. 

9: Monitors

Click on the down arrow on the right side to expand the menu.

The Monitor Set(s) and/or Monitor(s) assigned to the selected Organizational Role will automatically populate. If you need to edit this specifically for the Person account you may do so here.  

Do not disable the monitors that make up the Monitor Set (this will block data from populating into the disabled Monitor). 

To make a Monitor Set the "Home" page, click the yellow star by the Monitor name. See the image below. 

To review monitors, please click here.

 

Additional Details on Monitors for People Accounts: 

  • 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 Person Account's "Home" page by utilizing the yellow Star next to the Monitor Set.

 

IMPORT MULTIPLE PEOPLE ACCOUNTS

  • From People, click Import People
  • You must create an Organizational Role before creating a People
  • NOTE: Existing People Account can be edited and/or deleted after clicking the gear icon.

  • From Import People Accounts (s), download Sample CSV File 
  • DO NOT DELETE OR CHANGE ROW 1. (This has been marked red in the example below.)
  • At the minimum, enter mandatory details: Firstname, Lastname, Email. (This has been marked in yellow in the example below.) 
  • At the maximum, enter information for all columns: Firstname, Lastname, Email, Password, Title, Role (This has been demonstrated in the example below.) To find the specific role number, please go to the Organizational Role (Settings > Organizational Role) and edit the Organizational Role.  The Role ID can be found at the end of the URL: https://app.intelliboard.net/settings/role/236, where 236 is the role ID. (Figure 1) 
    To find Connection ID, go to Import People > Import People > Assigned Servers. Right next to the Server in brackets will be ID number. Enter the ID number before semicolon in the Excel document under assigned_courses/assigned_terms. (Figure 2) 
  • Save the document as a CSV file.
  • Click Choose File (This is show in the yellow box in the image above).

Figure 1

 

Figure 2

 

  • IF YOU ENTERED THE MINIMUM AMOUNT OF DATA...
    • Set the Default Values (see orange box values below). Default Values will override the cells that have been left blank in the CSV document.  Default Values will be the same for all SubAccounts.  For example, everyone will have the same Organizational Role, Password, Job Title, and Assigned Server.   To futhur personalize, you'll need to enter the specific data in the CSV document.  
    • Click Submit

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  • IF YOU ENTERED THE MAXIMUM AMOUNT OF DATA, simply click Submit.

IMPORT SUBACCOUNTS FROM LMS 

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1) Go to Permit > Import SubAccount form LMS. 

2) Choose the connection for your SubAccount.

3) Under Default Values: Select the organizational Role for your SubAccount, Create Password that will be used by your SubAccount to login it to the IntelliBoard; Job Tittle of your SubAccount. 

4) Select the User from Total LMS Users. You can choose one or multiple users and they all will assigned with the same Organisational Role, Password and Job Title (as was chosen in the Default Values). All users selected will be using their Blackboard User email to sign in to the IntelliBoard with the Password that was provided in the .

5) Click Import

Step 2: Editting SubAccounts Permissions 

After creating or importing SubAccounts, you can 1) Edit a SubAccount's Account Details; 2) Edit a SubAccount's Blackboard Connection, Reports, and Monitors; or 3) Narrow a SubAccount's view of data by Course(s).

1) Edit a SubAccount's Account Details

Edit any personal information and/or reset the password. Make any adjustments and click save.

2) Edit a SubAccount's  Connection, Reports, and Monitors

Blackboard Connections, Reports, and Monitors will be automatically populated by the assigned Organizational Role.  You may further personalize what the SubAccount can see here.  Use the down arrows on the right hand side to expand the window.  Make any adjustments and click save.

For additional assistance, please email Support@IntelliBoard.net or click HERE

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