Trust Account User Roles and Expectations

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• Definitions
• User Roles and Expectations
• Student
• Instructor
• Admin
• Logins CSV

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. 

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

	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 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

	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

	Home Account	Secondary Account
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.