Trust Account User Roles and Expectations

Document created by Erin Hallmark Administrator on Feb 17, 2018Last modified by Erin Hallmark Administrator on Jun 2, 2018
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About Trust Accounts

A trust relationship allows one Canvas account to trust another Canvas account and allows users to be enrolled in both places. Instead of creating two separate accounts and merging them together, a trust relationship allows separate Canvas accounts to share user identities, so a user can log in to one account and access courses from both accounts.

 

To establish a trust between two or more accounts, the Canvas Operations team configures a trust setting, which is stored in the Canvas code. The Canvas interface never shows that a trust relationship is present. Trusts can be established between multiple accounts.

 

The following behaviors do not apply to trust accounts:

  • Trusts do not show any information in the UI/GUI indicating you in a trust with another school or that the course you are enrolled in is at another school.
  • Trusts do not provide any data or a summation of which users are in a trust enrollment at another school.
  • The Canvas interface does not show provided trust data. The trust is simply an invisible link that exists between two or more sites.
  • User lists from one school cannot be browsed from another school. Admins from both schools will need to work out a business process to send enrollments from one school to the other.
  • Trusts do not provide any automation for trust enrollments. Users are enrolled via CSV uploads or via the API.
  • Users enrolled in courses at other schools are only able to see the name of the course they are enrolled in. They cannot view any information in the interface that shows the course is located at another school.

 

For questions about trust accounts, please contact your Customer Success Manager.

 

Definitions

UserA person with a login and user profile in at least one Canvas account. With multiple Canvas accounts, the person has a separate login and user profile for each account.

Merged User

A user with multiple Canvas accounts merged together to use one profile. For each Canvas account, the user’s login may be unified by a central authentication system or retained individually through Canvas authentication.
LoginA username and password tied to a specific Canvas account used for login credentials. A login must be unique to a user and is required to authenticate a specific Canvas account.
Trust LinkA virtual link between two Canvas accounts. The trust link goes in one direction from one canvas account to another. However, the interface does not indicate a trust is present.
Canvas AccountA Canvas configuration with a unique URL (i.e. institution.instructure.com). For the purpose of trusts, Canvas accounts do not refer to subaccounts.
Integration IDA secondary identifier useful for more complex SIS integrations. An integration ID can be used for a user without affecting the user’s SIS ID.

 

User Roles and Expectations

The tables below indicate intended behaviors regarding various activities and user roles for trust accounts.

 

checkmark icon indicates the behavior is supported

checkmark icon* indicates the behavior is supported with caveats as explained in the table
restricted icon indicates the behavior is not supported

 

Student

User with at least 1 enrollment across trustMerged user with at least 1 enrollment across trust
View Courses in Dashboard across Trustcheckmark iconcheckmark icon
View Courses in Mobile Device across Trustcheckmark iconcheckmark icon
View Files in Mobile Devices across Trustcheckmark iconcheckmark icon
View Calendar across Trustrestricted icon

checkmark icon*

Not shown in mobile, but events can be viewed within individual courses

Message Users across Trustcheckmark iconcheckmark icon
View Branding across Trust

checkmark icon*

Displays home account branding; accessing a course in the trusted account shows trust branding

checkmark icon*

Displays branding within account login URL

View User Settings across Trustcheckmark iconcheckmark icon
View ePortfolio Attachments across Trustcheckmark iconcheckmark icon
View Push Notifications across Trustrestricted iconrestricted icon

 

Notes:

  • Creating a student in both accounts with the same integration ID does not generate a prompt to merge the student.
  • When the student is merged within an individual account, neither account was made the home or deleted account.

 

Instructor

User with at least 1 enrollment across trustMerged user with at least 1 enrollment across trust
View Courses in Dashboard across Trustcheckmark iconcheckmark icon
View Courses in Mobile Device across Trustcheckmark iconcheckmark icon
View Files in Mobile Devices across Trustcheckmark iconcheckmark icon
View Calendar across Trustrestricted icon

checkmark icon*

Not shown in mobile, but events can be viewed within individual courses

Message Users across Trustcheckmark iconcheckmark icon
View Branding across Trust

checkmark icon*

Displays home account branding; accessing a course in the trusted account shows trust branding

checkmark icon*

Displays branding within account login URL

View User Settings across Trustcheckmark iconcheckmark icon
View ePortfolio Attachments across Trustcheckmark iconcheckmark icon
View Push Notifications across Trustrestricted iconrestricted icon
View Account-Level Outcomesrestricted iconcheckmark icon

 

Admin

Home AccountSecondary Account
View Provisioning Report—Enrollments CSV

checkmark icon*

View enrollments for courses located within account login URL, including users that have been merged to secondary account

checkmark icon*

View enrollments for courses located within account login URL, including users that have been merged to home account

View Provisioning Report—Users CSV

checkmark icon*

View user data for students merged to secondary account if a student still has one enrollment in the secondary account

checkmark icon*

View user data for students merged to home account if a student still has one enrollment in the home account

View Page Views

checkmark icon*

View page views for all accounts, except for submission details

checkmark icon*

View page views for all accounts, except for submission details

 

Cannot view trusted course from home account

View Courses across Trust Accountsrestricted iconrestricted icon
View User Details

checkmark icon*

Can view users merged to another account if they are still enrolled in a course in the account

checkmark icon*

Can view users merged to another account if they are still enrolled in a course in the account

View Course & Student Analytics for Merged Userscheckmark iconcheckmark icon
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