Sharing by Rules Overview
By setting up sharing permissions with applications, you determine which of your data you'd like to make available to that application. It also sets which of your users will see the application when they log into the Clever Portal.
Custom sharing rules allow you to share only data that meets certain criteria. It is different from Sharing by Sections in two ways:
- Rules are dynamically updating - this means that if you sync new data and more sections meet the criteria you set, those sections will be automatically shared.
- You can more easily share large numbers of sections through rules instead of by checking individual boxes.
Ensuring IEP and ELL status is synced
To shared IEP and/or ELL students with an application, this status must be synced to Clever. You can view this status in the Data Browser for students by adding a filter. When you add a filter, select "iep_status" or "ell_status" from the property drop-down menu. Then, select the value drop-down menu. If the drop-down menu has the option "N" and/or "Y," the status is synced to Clever. If the drop-down menu is blank, this means that this status is not synced to Clever.
Sharing students by IEP or ELL status
To shared students by IEP or ELL status, you will need to Share by Rules. There is an option to "Share students by ELL or IEP status.
This sharing rule defaults to ELL status and can be changed to IEP status using the field drop-down menu.
Sharing IEP or ELL status with an application
You can find the Field Access information by navigating to a specific application on your dashboard and choosing the "Setting" tab. Currently, Field Access gives you an overview of the data that your applications have indicated they are using. Each field is set up by each learning application, if you have any questions about this you will need to contact their support team. If ell_status or iep_status is not automatically being received, you can elect to share this status with the application.
Click on "Advanced settings" and then "Customize fields shared with". You can then customize the student data that is available to the application from "Edit Student Fields" screen:
- The list on the left-hand side are all the fields in Clever that you can choose to share with the application.
- The list on the right-hand side is the list of fields that are currently being shared with the application.
You can select ell_status or iep_status on the left-hand side to move the field to the right so that the application will now receive this status for students.