The Clever Portal now supports universal SSO via Saved-password applications! When students and teachers 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 are specific to your district.
Read this Help Center article to learn how to add Saved-passwords applications to your Clever account.
Once an application has been added on the Add Applications page, you can upload a CSV file with usernames and passwords for each student, teacher, and/or admin who will use the application. While this does involve a CSV file for each application, the rollout of a new resource is seamless because you don't need to distribute credentials to your users.
Method 1: Web Upload
You can securely upload credentials directly in the Clever dashboard via web upload. To do so first, select Manual upload from .csv as username & password for the application.
This will enable a web upload tool at the bottom of the page. Upload the file and select Save. We have also provided a downloadable template for reference.
Method 2: SFTP Upload
You can upload user credentials via the Credentials SFTP server. Files should be in the form of
admins.csv and uploaded to the appropriate folder for the application (e.g. /career-cruising). See tips to format your files to successfully upload credentials, or download template files.
The username and password of your Credentials SFTP connection are the same as for your SIS sync SFTP connection, and can be found under the Sync Settings:
For more information on the tools that you can use to access and upload files to your credentials SFTP server, please see this Help Center article: What are some recommended tools for SFTP syncs?
Method 3: Users enter their own credentials
If you prefer, your users can enter their own credentials the first time that they log in to a Saved-passwords application. Their credentials will be stored and the user will automatically be logged in the next time they return. To skip manual credentials upload, check the box under the Upload Credentials tab:
Formatting Credentials Uploads
Saved-password applications in the Clever Portal accept three files for setup: students.csv, teachers.csv, and admins.csv. Please find specification on formatting below.
Separate setup files are required for every Saved-password application, even if the credentials used are the same for all applications.
Generic specifications for students.csv
Generic specifications for teachers.csv
Generic specifications for admins.csv
Uploading credentials: special cases
Some applications require more than just a username and password. For example, the application may require a school code or a pin number. For these applications, you will need to include an additional column in your credential upload. The required fields will be reflected on the "Upload Credentials" page and will look something like this:
You will also use an extra column when your users sign into an application from multiple URLs (i.e. URLS that are unique for each school in a district).
Troubleshooting upload issues
Once you upload credentials, you'll receive a confirmation email with a summary of your upload. If there are any issues, the email will also list the number of rows that could not be processed. Here are some of the most common issues that prevent rows from being processed and how to resolve them:
- Missing data: All of the fields listed on the Upload Credentials tab of an application are required. Double check that you're not missing any additional rows (see "Uploading Credentials: Special Cases" above) and that none of your rows have empty cells in them.
- Incorrect user IDs: Each User ID must exactly match the SIS_ID of the user you are uploading credentials for. You can check each user's SIS_ID in your data browse. Note: Leading zeros (i.e. the "000" in "000123") do matter. If your users' SIS_IDs have leading zeros, make sure the zeros aren't getting stripped in your upload file.
- Duplicate rows: Clever will only process the first set of credentials for each User ID. If a User ID is included in multiple rows, all rows past the first will be listed as errors.
- Formatting errors: Sometimes simple formatting errors such as incorrect capitalization can cause errors. Make sure your headers match exactly what is listed on the "Uploading Credentials" tab. Also, make sure you are saving the file as a CSV.