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How do I add School Tech Leads?

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Alex Armstead
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This article contains the following:
1. What is a School Tech Lead?
 2. How do I add a School Tech Lead?
 3. How do I add School Tech Leads using the optional 'Role' field in the admins.csv file

What is the School Tech Lead role?

School Tech Lead is a special user role that will have the ability to:

  • View usage metrics for their district & school
  • Modify sharing rules for an application for their school
    • This capability must be enabled on a per app basis by the district administrator.
    • District Admin must select: "School Site Sharing" in sharing permissions for the application.
  • Manage and print Clever badges for their school (please note that School Tech Leads are only able to print badges in bulk)
  • Manage and customize the Clever portal on a per school basis

This role cannot:

  • Request or add new applications
  • View troubleshooting logs
  • View or edit any settings
  • Browse SIS data synced with Clever 

This role is useful for:

  • Big districts, decentralized districts, and charter schools who can not micro-manage their schools locally

How do I add a School Tech Lead ?

To make a user a School Tech Lead:

  1. First, the user should be added as a school admin on the Team Page of the Clever Dashboard. Directions can be found here. 
  2. In the Team Page, under filters, select "Admin Type" and then choose "School". This will show you a list of all of your school admins in Clever. If you don't see any school admins in the table below, you'll first need to upload them (step #1).

    tech_lead.png

  3. Select the pencil icon to edit a user to assign them the School Tech Lead role - this will allow them to log into the dashboard.

  4. The School Tech Lead can now log into the dashboard to view usage metrics, manage Clever badges and modify sharing rules (if enabled by the district administrator) 

How do I add School Tech Leads using the optional 'Role' field in the admins.csv file?

In the instructions above, we showed you how to add School Tech Leads using the Team page on the Clever Dashboard. It is also possible to upload School Admins as School Tech Leads by adding an optional field to the admins.csv file called "Role".

"Role" is an optional field that only accepts the values School Tech Lead or STL (case-insensitive):

0.jpg

Changes that you make on the Team page will overwrite the settings for School Tech Leads who have been uploaded in the admins.csv.

For example, let's say that you upload Sally May as a School Tech Lead using the "Role" field in the admins.csv . If you then go to the Team page and change Sally May's role to Portal Access Only, Portal Access Only will become Sally May's new role moving forward.

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4 comments

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    Chuck Lusin

    Hi Alex,

    In the sentence above the last table, the value of Role is School Tech Lead, not School Teach Lead.

    Thanks

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    Alex Armstead

    Corrected! Thanks for bringing that to my attention, Chuck!

    _____

    Alex
    Clever Support

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    Danielle McGee

    Are STL able to reset teacher/student passwords?

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    Bryan Yates

    @Danielle McGee, https://support.clever.com/hc/en-us/articles/115001733726 shows these roles and their permissions.

    @Alex

    1) On the Application details page, Settings tab, some details about each program include info like

    SSO Supported User Types
    District Admins, School Admins, Students, Teachers
     
    I believe this means that both types of School Admins, and all 3 of the District Admins types are all shared with the application.  Does moving a School Admin from Portal User to STL result in any possible loss of access to the programs?
     
    2) a) If I needed to update a STL back to a Portal User, do I just build a new admins.csv with all my users, and the Role field blank for that user?  b) School Admin changes made through the Team page are overwritten with each new admins.csv upload, correct?
     
    3) I'm looking at the admins.csv template file available at the bottom of https://support.clever.com/hc/en-us/articles/229253547-How-do-I-add-School-Admins- .  a) The Role column is after Username and Password columns; can Username and/or Password columns be left out of the CSV if they are not desired (but Role is desired)?  b) Does uploading a new admins.csv overwrite passwords if they are set/changed by the user? c) Do Username and Password columns work if you're tied to Google or LDAP for authentication?
     
    Thanks,
    -Bryan
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