The document provides guidelines for onboarding districts to use Clever, which allows for single sign-on and data sharing between student information systems (SIS) and other education applications. It outlines a four step process: 1) identifying the correct district contact to manage the Clever account, typically the SIS manager; 2) sending onboarding emails to get the district started in Clever setup; 3) troubleshooting any issues in the Clever setup; and 4) closing the loop with the district. It also includes templates for onboarding existing Clever users and new users, and screenshots of the Clever signup and account setup process.

1. University
Level 2

2. Agenda
• How to onboard your districts with Clever
• Clever Best Practices
• Supporting Materials

3. • Identify district level
contact who
manages SIS
• Send Clever
onboarding one-
pager and
signup link
• District can
leverage Clever
support during
setup process
• Check data warnings
in Clever Dashboard
• Communicate with
district to fix warnings
• Often not the same as
curriculum “buyer”
• Will have permissions
to share SIS data
• Clearly explain data
requirements for the
application
• Clever support can
help guide districts
through setup
• Help districts ensure
source data in Clever
is up to date!
How to onboard your districts with Clever
Four steps for a smooth onboarding
Connect w/SIS
Manager
Get district
started with
Clever setup
Troubleshoot
Clever setup
if needed
Close the
loop w/
district
Customer
Clever

4. Clever Best Practice
Customer
Clever
• Work with your
district contact to
identify SIS Manager
at the district level
• Owner:
Support/Implementa
tion team
• Timing: Immediately
after deal closes
• Begin Clever signup
immediately – in
parallel to other
setup tasks
• Owner:
Support/Implementa
tion team
• Timing: Immediately
after deal closes
• Escalate to Clever
as your ‘Tier 2’ SIS
integration team
• Incorporate Clever
dashboard in workflow
– proactively reach
out to districts
• Owner: :
Support/Implementati
on team
• Timing: Post-district
Clever signup
How to onboard your districts with Clever
Clever Best Practice Onboarding Flow
Connect w/SIS
Manager
Get district
started with
Clever setup
Troubleshoot
Clever setup
if needed
Close the
loop w/
district

5. • Clever is optimized for district-level administration, allowing for data feeds that can be
scoped down to schools or sections as required.
• To begin the sync with Clever it is essential to identify correct owner of Clever sync to
ensure smooth experience for your users.
Guidelines for determining who should manage Clever account:
• Examples of individuals with sufficient access to manage/set up a Clever account:
– Chief Technology Officer/Chief Information Officer
– IT Director
– SIS Manager
– Database Administrator
– Director of Applications
– Other district IT administrators
• Examples of individuals with limited SIS access who cannot manage/set up a Clever
account:
– teacher
– academic coach
– principal
Connect with SIS Manager

6. • Send customized onboarding email introducing Clever and kicking
off process
– Existing Clever users
• Customize Clever Onboarding Existing User Template
• Email existing Clever admin (if can’t identify, email
support@clever.com)
• CC product ‘buyer’/contact
– New Clever users
• Customize Clever Onboarding New User Template
• Email identified potential Clever admin
• CC product ‘buyer’/contact
• Provide district with customized Clever setup guide
View Clever Signup Process here
Get district started with Clever setup

7. • Review data warnings for the district from your Dev Dashboard
• Ensure your required fields are accurate and complete
• Direct the school to find the data warnings on their dashboard (see
below)
• The Clever Support team can assist!
Close the loop with the district
For more information
visit Clever Help Center:
Data Warnings
Review data warnings
and correct any missing
data issues
Custom Mappings
For username and
password data warnings,
reach out to Clever
Support to help resolve
and custom map values
for automatic syncs
School Actions
Browse data syncing in
Clever – review for
accuracy

8. • Onboarding Email Templates
• Clever Signup Process
Appendix

9. Clever Onboarding Template - Existing Clever User
Hi [CLEVER ADMIN],
[CUSTOMIZED WELCOME/THANK YOU TO DISTRICT]
We understand that you currently sync your SIS data with Clever. Adding [CUSTOMER APP] is simple!
• Go to [CUSTOMER SIGNUP LINK]
• Click green ‘Already Have Clever? Sign In’ button, and Sign In to Clever account
• Authorize [CUSTOMER APP] and set data sharing permissions
In addition to the data that you’re currently syncing with Clever, [CUSTOMER APP] requires the following fields:
• [REQUIRED FIELD]: [DETAILS ABOUT REQUIRED FIELD - e.g., unique across district, etc.]
• ...
More questions? Visit Clever’s Help Center or contact them, support@clever.com.
Single Sign On (Optional)
Your students and teachers will also be able to take advantage of [CUSTOMER APP] Single Sign On through Clever Instant Login. Visit the
Clever Help Center to learn more, here.
[OTHER DETAILS ABOUT PRODUCT w/ CLEVER SYNC]
(e.g. Does/Doesn’t create groups for sections, etc.)
Let us know if you have any questions about this process. We’ll be on the lookout for your data to begin coming through Clever!

10. Log in to Clever Account
1
For more information
visit Clever Help Center:
Getting Started
1
Option for districts that
already have an active
Clever account – prompts
them to login and
authorize app
School Actions

11. Logging in to Clever
1
2 Login with e-mail and
password, or with district
identity provider
School Actions
1
Select District
Administrator Login
2

12. Sign up for Clever Account: Authorize App
1
2
Sync Data
Data sharing permissions
not set until district has
synced data with Clever
School Actions
1
2
For more information
visit Clever Help Center:
Managing Apps
Authorize Clever to
share data with app

13. Hi [identified potential Clever admin],
[CUSTOMIZED WELCOME/THANK YOU TO DISTRICT]
To begin provisioning teacher and student accounts in [CUSTOMER APP], you’ll start by setting up an account with our partner Clever.
Clever makes the data import process easy and secure for schools -- you can learn more by visiting the Clever Help Center.
Getting started is simple!
1. Go to [CUSTOMER SIGNUP LINK]
2. Fill in district and contact information
3. Decide how students and teachers will log into their apps
4. Choose how to sync your data and complete your signup
• Clever offers two ways to sync your data: Automatic Syncs or SFTP
5. Authorize [CUSTOMER APP] and set data sharing permissions
In addition to the data that you’re currently syncing with Clever, [CUSTOMER APP] requires the following fields:
• [REQUIRED FIELD]: [DETAILS ABOUT REQUIRED FIELD - e.g., unique across district, etc.]
• ...
More questions? Visit Clever’s Help Center or contact them, support@clever.com.
Single Sign On (Optional) Your students and teachers will also be able to take advantage of [CUSTOMER APP] Single Sign On through
Clever Instant Login. Visit the Clever Help Center to learn more, here.
[OTHER DETAILS ABOUT PRODUCT w/ CLEVER SYNC]
(e.g. Does/Doesn’t create groups for sections, etc.)
Let us know if you have any questions about this process. We’ll be on the lookout for your data to begin coming through Clever!
Clever Onboarding Template – New Clever User

14. Sign up for Clever Account: Account Details
School Actions
1
2
For more information
visit Clever Help Center:
Getting Started
1
2
District and contact info
Clever Account info
Create username (email)
and password for Clever
account administrator
School Actions

15. Sign up for Clever Account: Welcome to Clever
For more information
visit Clever Help Center:
About Clever
1
2
Short welcome video and
overview of Clever
Continue to 3-step setup
School Actions
1
2

16. Sign up for Clever Account: Set Up Accounts (1 of 3)
1
2
Login method
Select identity provider or
use usernames and
passwords
Active Directory
Requires the district’s
metadata URL
School Actions
2
1
4
4 Username and Password
Choose usernames and
passwords from SIS data
3
3
Google
Requires Google Apps
emails in district’s SIS sync
For more information
visit Clever Help Center:
Instant Login

17. Sign up for Clever Account: Connect SIS (2 of 3)
1
2 SIS and Sync method
Select SIS and then
choose sync type: Auto or
SFTP
SIS info
Provide SIS access info (if
auto)
School Actions
1
2
4
4
Authorize and continue to
app setup
3
3
Auto sync field opt-out
For more information
visit Clever Help Center:
Sync Options
App-specific content
5
5

18. Sign up for Clever Account: Authorize App (3 of 3)
1
2
Sync Data
Data sharing permissions
not set until district has
synced data with Clever
School Actions
1
2
For more information
visit Clever Help Center:
Managing Apps
Authorize Clever to
share data with app

19. Sign up for Clever Account: Support
1
2 Live Support
Live chat with Clever’s
School Experience Team!
School Actions
1
2
Help Center
Links to relevant
articles on every page

20. University
Questions?
https://support.clever.com
support@clever.com
(800) 521-6516