TABLE OF CONTENTS

• Introduction
• Qualtrics LTI Roles
• Default Canvas ↔ Qualtrics LTI Role Mapping
• Example: Role Mapping
• Custom Roles

Introduction

Qualtrics LTI makes use of Qualtrics LTI roles. Whenever any user launches Qualtrics LTI through any placement, they are assigned 0 or more of these roles.

Canvas also has the concept of Roles (which you can finder under <Account> → Permissions). There are Account roles and Course roles.

There is a default set of rules that are used by Qualtrics LTI to determine which Qualtrics LTI role(s) a user should get upon launch, if any. These usually correspond with Canvas Account roles and Course roles. These rules are explained further below.

This article contains an explanation of how we map Canvas roles to Qualtrics LTI roles. These rules can be overridden or extended if desired.

Qualtrics LTI Roles

Qualtrics LTI has 4 roles, and also acknowledges that a user with no role at all is likely a student.

Manager

Managers have the ability to do everything within Qualtrics LTI, including but not limited to:

• Accessing the Institute-level app.
  • If enabled on your licence.
  • This typically corresponds to the Qualtrics LTI placement on the Canvas root account.
• Adding, configuring, and removing survey instances on the Institute level.
• Creating, editing, and deleting Bulk Surveys on the Institute level.
• Creating, editing, and deleting data fields for all levels.
• Creating, editing, and deleting Labels for the Institute level.
  • If enabled by a Manager in the Admin Settings area.
• Connecting new Qualtrics domains to Qualtrics LTI.
• Linking Qualtrics domains to the Institute-level app.
• Linking Qualtrics domains to the Department-level apps.
• Adjusting settings in the Admin Settings area.
• Opting out of an assignment created by a Manager or SAA using the Bulk Surveys feature.
• Using the Response Rate feature.
• Accessing Department levels and doing everything that a Sub-Account Admin can do.

Sub-Account Admin (SAA)

SAAs are similar to Managers but are more restricted and can primarily only operate on the Department levels. Users with this role are capable of:

• Accessing the Department-level apps.
  • If enabled on your licence.
  • These typically correspond to the Qualtrics LTI placements on Canvas sub-accounts.
• Adding, configuring, and removing survey instances on a Department level.
  • Survey view/edit permissions can be adjusted by a Manager in the Admin Settings area.
• Creating, editing, and deleting Bulk Surveys on a Department level.
  • If enabled by a Manager in the Admin Settings area.
• Viewing data fields for all levels, on a Department level.
  • Data field view for SAAs permissions can be adjusted by a Manager in the Admin Settings area.
• Creating, editing, and deleting Labels for a Department level.
  • If enabled by a Manager in the Admin Settings area.
• Linking Qualtrics domains to the Department-level apps.
• Opting out of an assignment created by a Manager or SAA using the Bulk Surveys feature.
• Using the Response Rate feature.
  • If enabled by a Manager in the Admin Settings area.

Institute Teacher

This role is used in conjunction with Personal Surveys. If you have did not request the Personal Surveys feature to be enabled during the installation of Qualtrics LTI, then this role has no bearing on your users.

Users with this role are capable of:

• Accessing the Personal Surveys app (a.k.a. “Personal Surveys area”).
• Adding, configuring, and removing survey instances in their Personal Surveys area.
• Viewing data fields for all levels, in their Personal Surveys area.
• Creating, editing, and deleting Labels in their Personal Surveys area.
• Viewing a list of ‘Linked assignments’ that a personal survey instance that they own is attached to.
• View the submission rate of ‘Linked assignments’ for personal survey instances that they own.
• View a student’s submission of a personal survey instance that they own (depending on the survey instance’s settings).

Teacher

This role is used in conjunction with creating assignments in Canvas, and other related activities. Users with this role are capable of:

• Attaching survey instances to assignments in Canvas (via the Create assignment → External Tool window, henceforth referred to as “assignment setup”).
• Viewing the ‘Instructor dashboard’ of an assignment with a survey instance attached.
• Opting out of an assignment created by a Manager or SAA using the Bulk Surveys feature.
• Viewing a student’s submission of an assignment, via Canvas.
  • Naturally, the teacher has to have permissions for that assignment in Canvas in order to reach this view.

Default Canvas ↔ Qualtrics LTI Role Mapping

When launching Qualtrics LTI from Canvas, Canvas will send us data within that launch — this leverages the power of the LTI standard and is what allows LTI tools such as Qualtrics LTI to authenticate users. We use the data contained within the launch to ascribe one or more of our roles to users.

These are the default rules that Qualtrics LTI will follow in order to assign each role to a user. 

✏️ Note: As mentioned previously, users can be assigned multiple roles. If a rule is satisfied by multiple roles, then that user will be assigned multiple roles for that launch.

Manager

If all of these conditions are true, the role will be assigned:

• Has a Canvas institution role that corresponds to an IMS role that matches any of:
  • http://purl.imsglobal.org/vocab/lis/v2/institution/person#Administrator
    • Note: Generally, if a person is an admin of a Canvas account, then they will have this role when launching an LTI tool within that account.
• Has the LTI custom parameter $Canvas.membership.roles, and one of those roles is "Account Admin".
  • Note: This includes all of the Canvas Account roles that the user has on a given account, which is specified in <Account> → Settings → Admins.
• Has the LTI custom parameter $Canvas.user.isRootAccountAdmin, and the value is "true".
  • Note: This corresponds to whether a user is a Canvas root account admin on the Canvas instance.

Sub-Account Admin (SAA)

If all of these conditions are true, the role will be assigned:

• Has a Canvas institution role that corresponds to an IMS role that matches any of:
  • http://purl.imsglobal.org/vocab/lis/v2/institution/person#Administrator
    • Note: Generally, if a person is an admin of a Canvas account, then they will have this role when launching an LTI tool within that account.
• Has the LTI custom parameter $Canvas.membership.roles, and one of those roles is "Account Admin".
  • Note: This includes all of the Canvas Account roles that the user has on a given account, which is specified in <Account> → Settings → Admins.

Institute Teacher

If all of these conditions are true, the role will be assigned:

• Has a Canvas institution role that corresponds to an IMS role that matches any of:
  • http://purl.imsglobal.org/vocab/lis/v2/institution/person#Administrator
    • Note: Generally, if a person is an admin of a Canvas account, then they will have this role when launching an LTI tool within that account.
  • http://purl.imsglobal.org/vocab/lis/v2/institution/person#Instructor
    • Note: Generally, if a person is a teacher of a Course then they will have this role when launching an LTI tool within that Course.

Teacher

If this condition is true, the role will be assigned:

• Has a Canvas institution role that corresponds to an IMS role that matches any of:
  • urn:lti:instrole:ims/lis/Administrator
  • urn:lti:role:ims/lis/Instructor
  • urn:lti:role:ims/lis/ContentDeveloper
  • http://purl.imsglobal.org/vocab/lis/v2/institution/person#Administrator
  • http://purl.imsglobal.org/vocab/lis/v2/membership#ContentDeveloper
  • http://purl.imsglobal.org/vocab/lis/v2/membership#Instructor

Example: Role Mapping

Imagine a user, Joe Bloggs, is a root account admin of your Canvas instance. Whenever Joe launches Qualtrics LTI in any location, his launch will contain:

• The Canvas institution role http://purl.imsglobal.org/vocab/lis/v2/institution/person#Administrator:
• The LTI custom parameter $Canvas.membership.roles of "Account Admin".
• The LTI custom parameter $Canvas.user.isRootAccountAdmin with the value "true".

Because of this, he satisfies one of the conditions for all roles, and therefore can do everything within the app.

Meanwhile, another user, Jane Bloggs, is an Instructor on one of the Courses in the institution. When Jane Bloggs launches Qualtrics LTI, her launch will contain:

• The Canvas institution role http://purl.imsglobal.org/vocab/lis/v2/membership#Instructor:
• The LTI custom parameter $Canvas.membership.roles of "TeacherEnrollment".

Because of this, she satisfies the conditions of the Institute Teacher and Teacher roles, meaning that she can access the Personal Surveys area and also create assignments.

Custom Roles

While the default roles fit most of our customers, it may be that you want to allow a user with a custom-defined Canvas Account role or Course role (i.e. not “Account Admin” or “Teacher”) to have a different level of access within the app than usual.

For example, you may want someone who is not a root account admin to be able to act as a Manager and have all of of the capabilities of a Manager. Or you may want your root account admin to act as a Manager but not be automatically considered as a Teacher.

In any case, we can override or extend the default roles described above for you. To do this, you need to create a new role in Canvas to give to the users . You can do this in <Account> → Permissions. Once you have done this, you can e-mail us (support@drieam.com) with the exact name of the role (capitalisation is important!) and the names of the Qualtrics LTI roles you would like us to ascribe to that Canvas role.

✏️ Note: Certain operations in Qualtrics LTI require certain permissions in Canvas. For example, you cannot use the Bulk Surveys feature unless you have permission to create assignments. For a list of the minimum permissions your new role requires, see Canvas Roles: List of Minimum Permissions.