We’re expanding the SSO portal to more non-instructional staff - beyond those who need administrative permissions to applications - so they can get the same secure, easy access to their business or HR applications and other online programs within the Clever portal. To get started, you will want to ensure that staff are shared with connected applications.
There are three ways to do this within Clever:
Sharing by District
Previously when sharing by district, staff would also be shared with the application. If you’d like to keep this behavior, you’ll now need to check a box to confirm that you’d like all staff to be shared:
If you do not check the box to share all staff, we will not share any staff with the application. If you’d like to share some but not all staff, you should set up “Sharing by School” or “Sharing by Rules”.
Sharing by School
When sharing by school, Clever will share all staff associated with selected schools. If you’d like to limit the number of staff shared, you should share by rules.
Sharing by Rules
When sharing by rules, you must create a “Custom share staff” rule in order for any staff to be shared with an application:
1. Navigate to the Applications page in the dashboard and select the application
2. Under Shared Data, select Edit Sharing
3. Select Edit Sharing Rules
4. Select Add Another Rule
5. Select Custom share staff
6. Create a new staff sharing rule. You can select staff based on their email, schools administered, staff ID, or title from the dropdown menu.
7. Select Done editing
Please note: By default, when sharing staff, Clever will not share any additional schools. The only schools shared with the application will be ones shared by the students, teachers, and sections you’ve specified in other rules.
If the district would like to share staff members’ school association for a school that is not already shared, they can do so by selecting the edit button for the associated schools dropdown. This is recommended when sharing staff at a school that is not already shared.
The district can choose to share No schools, Select schools, or All schools
Once complete, select Save and Save Sharing Rules.