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How to Change a SubAccounts/IB users Homepage - Totara LMS

Now your SubAccounts/IB users are able to view your own Monitor Set as a Homepage 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 Homepage. Details may be found here.
  • Monitor Set can be set as Homepage for 1) Main Subscriber, for 2) SubAccounts/IB users.

HOW TO SET UP A MONITOR SET AS THE HOMEPAGE FOR 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 a one SubAccount/IB user find the second way.

WAY 1: THROUGH ORGANIZATIONAL ROLES

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  • 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 Homepage 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.

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  • 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 a 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 a Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB users (it will become grey)
  • Save settings

 

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

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