Trust Account User Roles and Expectations
Definitions
A trust relationship allows one Canvas account to trust another Canvas account and allows users to be enrolled in both places. Learn more about trust accounts.
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User |
A 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. However, the login and profile may contain identical information, such as the same email address used as login credentials. |
| 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. |
| Login | A 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. However, a user may have the same username (such as an email address) or password as login credentials for multiple accounts. |
| Trust Link | A 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 Account | A Canvas configuration with a unique URL (i.e. institution.instructure.com). For the purpose of trusts, Canvas accounts do not refer to subaccounts. |
| Integration ID | A 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.
✔️ indicates the behavior is supported
✔️* indicates the behavior is supported with caveats as explained in the table
✖️ indicates the behavior is not supported
Student
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User with at least 1 enrollment across trust |
Merged user with at least 1 enrollment across trust |
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| View Courses in Dashboard across Trust | ✔️ | ✔️ |
| View Courses in Mobile Device across Trust | ✔️ | ✔️ |
| View Course To Do List items across Trust | ✖️ | ✖️ |
| View Files in Mobile Devices across Trust | ✔️ | ✔️ |
| View Calendar across Trust | ✖️ |
✔️* Not shown in mobile, but events can be viewed within individual courses |
| View Conversations across Trust | ✔️ | ✔️ |
| Message Users across Trust | ✔️ | ✔️ |
| View Branding across Trust |
✔️* Displays home account branding; accessing a course in the trusted account shows trust branding |
✔️* Displays branding within account login URL |
| View User Settings across Trust | ✔️ | ✔️ |
| View ePortfolio Attachments across Trust | ✔️ | ✔️ |
| View Push Notifications across Trust | ✖️ | ✖️ |
| Supports Secondary Login (Pseudonym) | ✖️ | ✔️ |
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
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User with at least 1 enrollment across trust |
Merged user with at least 1 enrollment across trust | |
| View Courses in Dashboard across Trust | ✔️ | ✔️ |
| View Courses in Mobile Device across Trust | ✔️ | ✔️ |
| View Files in Mobile Devices across Trust | ✔️ | ✔️ |
| View Calendar across Trust | ✖️ |
✔️* Not shown in mobile, but events can be viewed within individual courses |
| View Conversations across Trust | ✔️ | ✔️ |
| Message Users across Trust | ✔️ | ✔️ |
| View Branding across Trust |
✔️* Displays home account branding; accessing a course in the trusted account shows trust branding |
✔️* Displays branding within account login URL |
| View User Settings across Trust | ✔️ | ✔️ |
| View ePortfolio Attachments across Trust | ✔️ | ✔️ |
| View Push Notifications across Trust | ✖️ | ✖️ |
| View Account-Level Outcomes | ✖️ | ✔️ |
| View Rubrics across Trust | ✔️ | ✔️ |
| Supports Secondary Login (Pseudonym) | ✖️ | ✔️ |
Admin
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Home Account |
Secondary Account |
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View Provisioning Report—Enrollments CSV |
✔️* View enrollments for courses located within account login URL, including users that have been merged to secondary account |
✔️* View enrollments for courses located within account login URL, including users that have been merged to home account |
| View Provisioning Report—Users CSV |
✔️* View user data for students merged to secondary account if a student still has one enrollment in the secondary account |
✔️* View user data for students merged to home account if a student still has one enrollment in the home account |
| View Page Views |
✔️* View page views for all accounts, except for submission details |
✔️* View page views for all accounts, except for submission details
Cannot view trusted course from home account |
| View Courses across Trust Accounts | ✖️ | ✖️ |
| View User Details |
✔️* Can view users merged to another account if they are still enrolled in a course in the account |
✔️* Can view users merged to another account if they are still enrolled in a course in the account |
| View Course & Student Analytics for Merged Users | ✔️ | ✔️ |
| Supports Secondary Login (Pseudonym) | ✖️ | ✔️ |
| Act As User | ✔️ | ✖️ |
Logins CSV
The logins.csv can often be used in trust accounts, especially when cross-listing or merging users. This section includes notes for successful usage for the logins.csv within trust accounts.
- The root_account field is required when cross-listing users across accounts within a trust account.
- The integration_id should be left blank when merging users that have matching integration IDs.
