This article contains the following:
1. Overview
2. Creating a new custom staff member or school admin
3. What permissions do custom staff members and school admins have?
Overview
Staff and school administrators can now be added to Clever manually directly in the dashboard as a custom user - no staff.csv file necessary!
Please note: Only district-level admins with the "Clever Admin" or "District Help Desk" user roles will be able to create custom staff and school admins in Clever.
Creating a new custom staff member or school administrator in Clever
From the Clever district dashboard:
- Navigate to the Custom Data page of your district by clicking “Support Tools > Custom Data.”
- Click the “Staff” tab at the top of the Custom Data page.
- Click the button labeled “Create custom staff” in the upper right corner:
- Fill out the form you’re presented with:
- Assign the staff member to their specific schools, or all schools.
- Enter basic user information.
- Choose the staff member’s Clever role. Find more information about roles here.
- Add any optional district-set username and/or password for the user.
- Enter an optional expiration date for the staff member - if entered, their user account will be automatically deleted from Clever after the selected date
- Send an optional email notification to let the custom staff member or school administrator know that their account is ready either through the creation form or via the envelope icon under the 'Actions' column:
- Click “Create staff.”
Five minutes after the custom staff member is created, a sync will automatically be triggered to fully process the custom account into our system. You will know when this is complete because their profile page will be linked to their name in blue on the Custom Data page.
After this is complete, you will be able to search for the custom staff member in the dashboard search bar, as well as add them to any sharing rules.
Please note: Non-instructional staff members and school administrators can still be uploaded to Clever in-bulk via the staff CSV file. For more information on this, please see: How do I add staff and administrators in Clever?
Once you've added your staff and school admins, your next step is to get them access to the Clever Portal and applications. Read more on how to do that in this article!
What permissions do custom staff members and school administrators have?
By default, custom staff and school administrators will be assigned a "Portal Access only" role in Clever, giving them the same Clever experience as students and teachers have.
The only other Clever role available for these staff members is that of a School Tech Lead. More information on the School Tech Lead role can be found here.
If you are looking to add district-level administrators to your account with greater Clever permissions, please see "How do I manage Clever Admins?". A review of the different admin user roles can be found in "What user roles are available for non-teaching staff?".