Skip to main content

Getting Started

Introduction

This guide is intended for administrators who manage Blackboard at universities and other organizations. It outlines key set up and maintenance tasks and provides links to relevant Blackboard Help Center topics. 

As an administrator, you're responsible for provisioning the platform correctly, aligning system preferences with institutional needs, and defining user roles clearly. 

The guide is organized into two main parts that reflect the academic or training cycle:

System and organization setup

Operations

Access and authentication

Setting up access and authentication is one of the first and most important steps in configuring Blackboard for your institution. This chapter walks you through logging in to the administrator panel, understanding the authentication framework, planning authentication strategies, and configuring user roles and permissions.

Log into the Administrator Panel

  1. Open a web browser and go to your institution’s Blackboard URL (e.g., https://yourinstitution.blackboard.com).

  2. Enter your administrator username and password.

  3. Select Login.

  4. Once logged in, select Admin in the side navigation panel.

  5. You are now in the Administrator Panel, where you can manage users, courses, tools, and settings.

Tip

Bookmark the login page for quick access.

Authentication framework

Blackboard supports multiple authentication methods to help institutions securely manage user access. The authentication framework outlines the available authentication types and how they integrate with your institution’s identity systems.

Go to Authentication Framework for more details.

Go to Common Questions about Authentication Planning for common questions.

Authentication planning

Effective authentication planning ensures that users can access Blackboard securely and reliably. This topic helps administrators evaluate their institution’s needs and choose the most appropriate authentication strategy.

Go to Authentication Planning for more detailed information.

Set Up User Roles and Permissions

System roles determine which sections of the administrator panel are accessible to different users. Most users have a system role of None, which means they don’t have access to the administrator panel.

System roles can be used to assign specific administrative privileges to users, allowing them to perform routine tasks. For example, an instructor can be granted access to user management pages to create users, edit profiles, or change course enrollments. Only users with full administrator privileges can assign these roles.

For details on creating and managing, go to System Roles.

Define organization structure with Institutional Hierarchy

Next, you’ll define institutional nodes to reflect your organization’s structure. The institutional hierarchy feature lets you mirror your organization’s structure—such as colleges, departments, and programs—within Blackboard. This enables targeted administration, reporting, and tool access.

To learn more, go to Institutional Hierarchy

To create and manage nodes, go to Create and Manage Nodes.

Course management

Course management is essential for delivering a smooth academic experience for instructors and students. This chapter outlines how system administrators can create academic terms and course templates, automate course creation, manage enrollment rules, and assign users to courses.

Create academic terms and course templates

Academic terms organize courses by semester, quarter, or other institutional cycles. Course templates provide a consistent structure for new courses, streamlining setup and ensuring alignment with institutional standards.

See Managing Course Terms and Access for instructions for manually creating or editing course terms. To creating courses, navigate to Create Courses.

Automate course creation via SIS integration or batch tools

Automating course creation saves time and reduces errors by syncing with your institution’s student information system (SIS) or by using batch file uploads. The following topics guide you through planning and implementing these automation methods. 

SIS integration allows Blackboard to communicate with your institution’s SIS, enabling automated course creation, enrollment, and updates. Planning this integration helps ensure a smooth setup and ongoing reliability. Go to SIS Planning

Snapshot Flat File is one method used in SIS integration. It involves uploading structured data files to create and manage courses and enrollments in bulk. For more information, go to Snapshot Flat File.

Batch file creation allows administrators to upload multiple courses at once using formatted files. This method is useful for institutions that prefer manual bulk creation over SIS integration. Go to Create Courses with Batch Files.

Set course availability and enrollment rules Controlling course availability and enrollment rules ensures that students and instructors have access to the right courses at the right time. These settings help manage visibility, access dates, and enrollment permissions. Go to Managing Course Terms and Access.

Enrolling users in courses is a key administrative task. This includes assigning instructors, students, teaching assistants, and other roles to the appropriate courses. Go to Enroll Instructors, Students, and Other Users.

User management

User management is essential for maintaining accurate access and permissions across the Blackboard system. This chapter outlines how to import users, assign institutional roles, and configure delegated administration to support distributed management.

Import users using batch files or SIS integration

Blackboard allows administrators to import users in bulk using batch files or through integration with a student information system (SIS). These methods streamline user creation and reduce manual data entry.

SIS integration

SIS integration enables automated user management by syncing Blackboard with your institution’s SIS. This ensures that user data remains consistent and up to date. 

Snapshot Flat File is a format used in SIS integration to upload user data in bulk. It provides a structured way to manage users, courses, and enrollments. Go to Snapshot Flat File.

Assign institutional roles

Institutional roles (for example, instructor, student) define a user’s function within the Blackboard system. These roles determine what users can access and how they interact with courses. Go to Institution Roles to learn about the roles and to Roles and Privileges for how privileges work within roles.

Set up delegated administration

Delegated administration enables institutions to distribute administrative responsibilities without granting full system access. This is useful for assigning limited administrative tasks to specific users while maintaining overall system security. Go to System Roles.

Tool configuration

Blackboard offers a wide range of tools to support teaching, learning, and administration. This chapter guides system administrators through activating and managing tools, configuring content storage, and integrating third-party applications using Learning Tools Interoperability (LTI).

Activate or deactivate tools

Administrators can enable or disable these tools based on institutional needs and licensing agreements. 

Go to Manage Tools.

Configure content management and storage quotas

Managing content storage helps institutions maintain system performance and ensure efficient use of resources. Administrators can set quotas for individual courses and limit file upload sizes to prevent excessive storage use.

For information on limiting course size, go to Best Practice: Limit Course Size

Set quotas to restrict how much content can be stored in each course. Go to Individual Course Quotas

Control the maximum file size that users can upload to Blackboard. Go to File size upload limit. 

The Learning Object Repository allows institutions to store reusable learning materials that can be shared across courses and departments. Go to Learning Object Repository

The content collection is a central repository for storing and sharing files across courses and users. It supports version control, permissions, and institutional file management. Go to Content Collection.

Set up integrations with third-party tools via LTI

Blackboard supports Learning Tools Interoperability (LTI), which enables seamless integration with external applications such as Turnitin, Zoom, Panopto, and others. These integrations enhance the learning experience by connecting Blackboard with widely used educational tools.

To add an LTI tool, go to Learning Tools Interoperability (LTI).

To manage LTI tools, go to Managing LTIs.

To add LTI tools to courses, go to Add Content from External Sources.

Branding and navigation

Customizing the look and feel of Blackboard helps institutions create a familiar and welcoming experience for users. This chapter explains how to apply institutional branding, configure the login page, and set up base navigation to streamline access to key features.

Institution branding

Institution branding allows you to tailor Blackboard’s appearance to reflect your organization’s identity. This includes logos, color schemes, and other visual elements that reinforce institutional presence across the platform. Go to Institution Branding

Customizing the login page ensures that users are greeted with institution-specific messaging and branding when accessing Blackboard. This can include logos, background images, and helpful links. Go to Customize the Login Page.

Set up Base Navigation

Base navigation provides a modern, streamlined interface that improves usability and access to core features like courses, grades, and messages. Setting up base navigation helps users navigate Blackboard more efficiently. Go to Base Navigation.

Accessibility

Blackboard is designed and developed with WCAG 2.2 AA in mind, helping instructors to create inclusive learning materials that support all learners.

Ally helps institutions improve the accessibility of course content. It make alternative formats available to students, provides feedback to instructors, and generates reports for administrators to monitor accessibility progress.

The Ally Institution Report provides an overview of accessibility scores across courses and identifies areas for improvement.

Go to About Ally and Accessibility to learn more.

Manage data privacy and FERPA compliance

Blackboard supports compliance with FERPA and other data privacy regulations through role-based access controls, secure authentication, and data handling policies. Administrators play a key role in ensuring that user data is protected and managed appropriately. Go to Privacy.

Monitoring and maintenance

Ongoing monitoring and maintenance are essential to ensure the stability, performance, and reliability of your Blackboard environment. This chapter outlines how to review system logs, access health dashboards, generate reports, and stay informed about system updates.

Review system logs and health dashboards

System logs and health dashboards provide visibility into the operational status of your Blackboard environment. These tools help administrators identify issues, monitor performance, and ensure system uptime. Go to Logs.

Review release notes

Blackboard regularly updates its SaaS environment, typically on a monthly basis. These updates include new features, enhancements, and bug fixes. Staying informed about release notes helps administrators prepare for changes and communicate updates to stakeholders. Go to Release Notes for Blackboard.

Support and troubleshooting

Providing timely support and resolving technical issues are key responsibilities for system administrators. This chapter outlines how to address common login problems, manage help desk tickets, reset passwords, and assist instructors with course tools and settings.

Resolve login issues

Users may encounter login issues due to incorrect credentials, browser settings, or system configuration. Go to Log in to Blackboard.

Blackboard provides multiple channels for feedback and support. Administrators can report issues, request assistance, and access help resources to ensure smooth operation of the Blackboard environment. Go to Feedback and Support for Blackboard.

Manage help desk tickets and user issues

System administrators often serve as the first line of support for instructors and students. This includes managing help desk tickets, troubleshooting issues, and escalating problems when necessary. Go to Anthology Global Support - Teaching and Learning.

Reporting and analytics

Reporting and analytics help institutions understand how Blackboard is being used, track engagement, and make data-informed decisions. This chapter outlines how to access Anthology Illuminate, generate course reports, and stay informed about system updates.  

Anthology Illuminate is a powerful analytics platform that integrates with Blackboard to provide insights into student success, course performance, and institutional trends. It supports data visualization and reporting for administrators and educators.

Anthology Illuminate

Anthology Illuminate is a powerful analytics platform that integrates with Blackboard to provide insights into student success, course performance, and institutional trends. It supports data visualization and reporting for administrators and educators.

Anthology Adopt

Anthology Adopt is a premium tool that allows institutions to gain insights into Blackboard usage and take action through in-app messages, digital walkthrough guides, and tooltips. Users with privileges can create messages, guides, and tutorials for Blackboard features used by instructors and students. You can choose from a library of pre-created and regularly updated guides or create and customize your own.   

A license for Anthology Adopt helps highlight new Blackboard features, streamline workflows, and deliver customizable in-app communications for richer engagement. It also includes access to expert support. Go to Anthology Adopt 

On Anthology Adopt’s Community Hub, you can retrieve guides created by Anthology, as well as share your own guides with other customers.

End-of-term tasks

At the close of each academic cycle, system administrators should complete a series of tasks to ensure data integrity, policy compliance, and readiness for the next term. This chapter outlines how to archive courses, review institutional settings, and prepare Blackboard for the upcoming academic year. For related tasks, go to Course management and User management.

Archive or export courses and user data

Archiving and exporting courses preserve instructional content and user data for future reference, audits, or reuse. These tasks help institutions maintain records and comply with data retention policies. Go to Archive Courses.

Export and Import Courses Exporting courses allows administrators to save course packages for reuse or transfer. Importing enables the restoration of course content into new or existing shells. To export or import courses, go to Export and Import Courses.

Review and update institutional policies and settings

Reviewing system settings and institutional policies ensures that Blackboard remains aligned with academic goals, compliance requirements, and operational standards.

Prepare for the next academic cycle

Preparing for the next term involves creating new academic structures, refreshing course content, and communicating updates to faculty and staff. Tip: Provide training sessions or quick start guides for instructors returning for the new term.

Tip

Provide training sessions or quick start guides for instructors returning for the new term.