Clever Roles: School Tech Lead

This article contains the following:
1. Overview
2. Upgrading an existing staff user
3. Manually adding a School Tech Lead
3. Bulk uploading School Tech Leads via CSV

Overview

District Admins can assign certain users the School Tech Lead role which provides them with limited admin permissions in Clever for their associated school(s).   Here is a graph detailing the admin permissions available to users in this role compared to a Clever Admin:

Please note: To enable School Tech Leads to make updates to application sharing permissions for their school(s) only, please visit: Enabling School Site Sharing for School Tech Leads

Upgrading an existing staff user

1. School Tech Leads must first be added to Clever as staff before they can be assigned the School Tech Lead role. If the individual is a teacher in Clever, or are not yet in Clever as staff, please visit: Adding custom staff to Clever
   
2. Once the user is in Clever, navigate to their profile page using the 'Search' feature at the top of the dashboard
3. From their profile page, click the drop-down arrow on the top right of the page
4. Select 'Update Clever Role'
5. Select 'School Tech Lead'

Manually adding a School Tech Lead

1. In the district dashboard, click Support Tools > Custom Data
2. In top right corner, click 'Add Custom Data'.
3. In the drop-down menu, select 'Staff'. 
   
4. Fill out the fields for the School Tech Lead you want to create. You’ll need to select which schools they are assigned to, or select 'Assign to all schools', as well as enter some basic identifying information. 
   
   IMPORTANT: To make them into a School Tech Lead, you need to select 'School Tech Lead' in the drop-down for 'Clever Role'.
   
   
   
5. Optional: Check the box to send an email notifying the staff member that their account has been created.
   
   
6. Select 'Create Staff'

The Username and Password field only needs to be populated if: 

 A) The district login method is Clever Passwords and 'District Username' or 'District Password' is selected for staff logins

B) The district login method is Active Directory or LDAPS and the 'username' field in Clever is utilized for staff matching (claims rules) 

C) You would like to utilize the 'District Username' and 'District Password' fields for staff logging into SSO (Saved Passwords) applications

Bulk uploading School Tech Leads via CSV

To add a School Tech Lead, or multiple School Tech Leads, via an uploaded file to Clever, please:

• Navigate to the Sync > Staff page in the district dashboard
• Scroll down to the 'Manual Upload' section and select 'Download existing staff.csv'

• The staff.csv file will contain all pre-existing staff in Clever for your district.
  
  
  • Note: DO NOT REMOVE any staff users you still want to have access to Clever. Removing a user from the staff.csv before re-uploading it will cause their record to be deleted. Rather, just add the additional user information to the file before re-uploading.
    
    
• Add the desired staff members to the file, entering 'STL' or 'School Tech Lead' in the Role column. 
  
  
• Navigate to Sync > Staff > Manual Upload, and upload the updated staff.csv

• The upload changes should be reflected in Clever in approximately 10-15 minutes

Please note: Any changes made for a School Tech Lead from the Clever Team page will overwrite the data previously uploaded via a staff.csv file.

For example:  If Severus Snape is uploaded as a School Tech Lead via the staff.csv and then his role is changed to 'Portal access only' from the Team page, this will overwrite the School Tech Lead role assigned to him in the original upload.