How do I set up Saved Passwords applications? – Help Center

This article contains the following:
1. Overview
2. Setup
3. Frequently Asked Questions

Clever Tip: For troubleshooting tips see "How do I troubleshoot Saved Passwords applications?"

Overview

The Clever Portal supports universal single sign-on (SSO) via Saved Passwords applications! When students log in to their Clever Portal, they will receive a seamless single sign-on experience for all of their applications, even those that don't yet roster with Clever or unique applications that are only used by your district.

What are Saved Passwords applications?

Saved Passwords applications are applications that don't currently integrate directly with Clever's single sign-on (SSO) but can still be accessed through the Clever Portal. Clever securely stores users' credentials for these applications through the setup process outlined below.

What do I need to get started?

User accounts must be manually created within the application in advance, and passwords need to be manually set by the district administrator or by the users themselves.

Download: Users must use the Clever Portal with Chrome, Firefox, or Edge and have the Clever browser extension installed:
Clever extension on Chrome
Clever extension on Firefox
Instructions for setting up the Edge extension

Setup

After configuring the above, there are three steps to set up any application for universal single sign-on (SSO) from your Clever Portal:

Find and add an application
Configure user access
Provide your login information

1. Find and add an application

Visit the Request Applications page in your Clever district dashboard to find the application you would like to use. Once identified, click 'Request App'.

Next, select if you would like to request that the application begin supporting rostering via Clever Secure Sync.

Finally, select 'Request Application'.

2. Configure user access

The next screen will provide you with an option to share the added application with particular schools.
You can select the schools as listed and select 'Request with sharing' or choose 'Request and share later'.

Sharing rules can always be changed from the individual application's page under 'Modify user selection'.

Clever Tip: For more information on setting up your sharing permissions, check out "How do I set my sharing permissions for applications?"

Once you have added the application and set up sharing rules, you'll need to provide information on how Clever should log in your users.

First, select 'Begin matching' on the added application's page:

Some applications require district specific information for logins to work. If this is the case, the first step will prompt you for the information Clever needs. You will need to obtain the information in these fields from the application. Please see the example below:

You can then choose whether credentials for this application will be set at a district level or if individual users will set their own credentials.

If you choose to have individuals set their own credentials, take note of the flow diagram that details the process, and click “Confirm”.

Next, you will need to provide login information:

1. Selecting an example user

To begin matching credentials, select an existing user for the specified user type (e.g. student, teacher, staff). This step is meant to provide you with an example as you configure the credentials for this resource. We suggest entering a user for whom you already have the username and password. Once you have selected a user, you will see the data that’s synced from your SIS populated in the box below.

2. Choosing a formula type

Next, you will choose a formula type for both Username and Password.

You can choose from the following:

Exact user attribute
- This setting will pull data fields from a user’s profile as it is synced from your SIS. If we are not currently pulling in the fields you need, then reach out to Clever support to investigate possible alternate mappings.
Manual input from user at first login
- This setting allows users to input their own credentials the first time they access the Saved Passwords resource via the Clever portal. These credentials will be saved for all future logins.
Custom Formula
- You can use existing fields in the user’s profile to form custom strings for the Username/Password. Please see this Help Center article: How do I manage Saved Passwords application credentials?
CSV via SFTP
- Upload a file containing each user’s credentials using SFTP. You can find the SFTP credentials on this page https://schools.clever.com/sync/settings under CREDENTIALS SFTP SETTINGS
One time CSV upload
- Upload a file containing each user’s credentials directly to the site using drag and drop.

You may choose any combination of these options for your username and password configurations. Once you have completed both fields, you will see a preview of the credentials in the card on the left. Click “Confirm” to save those changes. You can return and edit your formulas by clicking on the corresponding card on the left.

Frequently Asked Questions

What device(s) can I use with Saved Passwords applications?

Applications with Saved Passwords can be used on any devices that support browser extensions with Chrome, Firefox, or Edge. Desktop computers, laptops, Chromebooks, and Windows devices are all supported. Saved Passwords is also supported on iOS devices running on iOS 9.0 and above with the most up to date Clever app installed.

Saved Passwords functionality on iOS For more information on how to set this up, please see Clever Saved Passwords for iOS

What if I don't see an application I want?

Check out Requesting a SSO application

Get started with these helpful resources:

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