In the Clever Dashboard, the Districts Overview page displays an alert if your application has new requests from districts that would like to connect through Clever.
- Sales Lead: These districts may not already use your app, but are interested in connecting it through Clever.
- Existing Customer: These districts already use your app and have requested a connection through Clever.
- Free Trial Request: This district is interested in a free trial of your app.
By clicking on Invited Districts, you can view more details about the districts that you have invited to connect with Clever. See our article about Finding and connecting with districts for more information.
You can also click on the district name to view information about that district, as well as a district contact:
Approve a request
Once you are ready to start receiving data from a district, you can approve their request. Once approved, the district may still need to set sharing permissions for your application if they haven't already.
Reject a request
If you decide not to integrate a district via Clever, click the Reject Request button to remove the request from your dashboard. This will send an email to the district with a message explaining the reason you are rejecting the request. This message is required in the message box when you reject a request.
If you are unsure whether or not you will be using Clever to integrate with the district, we recommend that you neither approve nor reject the request until you've settled on next steps.
Monitor pending requests
You can view and filter through your Pending Requests on the District Overview page:
Districts are able to request applications for a future date—that way they can set sharing permissions in preparation for going live with the application. You can set the launch date in your application dashboard by clicking on the hyperlinked district name under Pending Requests on the District Overview page. You are able to insert a date to launch for the district or choose Launch now if you want the district to immediately go live:
On the District Overview page you can filter and order districts based on their launch dates:
Next to each district's name, you can click on the magnifying glass to search for users, or you can click on the page icon to review the district's data warnings.