For School Tech Leads: Clever Portal - Editing and customizing

This article contains the following:
1. What is the Clever Portal?
2. Editing Categories
3. Editing Links
4. What does "Category Locked" mean?

What is the Clever Portal?

The Clever Portal puts learning at teachers’ and students’ fingertips. Each student and teacher can access a personalized portal with single sign-on to every learning application they use.

As a School Tech Lead, you can customize the Clever Portal for the schools that you are associated with. Customizations include:

• Add new categories
• Add custom links
• Arrange links & categories

Editing Categories

To add or edit a category for your school, begin by navigating to the Clever Portal and select View as {school}

If you are connected to multiple schools, select View as a specific school, and select the desired school. Please note: you will need to edit each school's portal individually.

Adding a category

1. Click Customize Portal in the top right 
2. Click + Add a new category
3. Enter the name of the category and add at least one link. 
4. Repeat as necessary
5. Click Publish Changes in the top right

Moving a category

1. Click Customize Portal in the top right 
2.  In the left hand menu, select the category using the    and drag the category to the desired position
3. Click Publish Changes in the top right
   
   
   

Removing a category

1. Click Customize Portal in the top right 
2. Locate the category you wish to remove and click Remove Category
3. Select Ok 
4. Click Publish Changes in the top right
   
   

Editing Links

Adding a link

1. Click Customize Portal in the top right 
2. Click Add Link next to the category under which you want the new link to appear.
3. If it is a Clever-supported application, search by the name and click on the app to add.
4. If the resource is not listed, click Create a custom link
5. Enter the required information and select which users can view the link
6. Click Add Link
7. Click Publish Changes in the top right

Removing a link

1. Click Customize Portal in the top right 
2. Locate the link you wish to remove and select Edit
3. Click Remove Link
4. Click Publish Changes in the top right

Editing a link

1. Click Customize Portal in the top right 
2. Locate the link you wish to remove and select Edit
3. Adjust the desired information
4. Click Save Link
5. Click Publish Changes in the top right

Moving a link

1. Click Customize Portal in the top right 
2. Drag and drop icons to the preferred category. You can drop icons into the preferred category in the sidebar or on the same page.
3. Click Publish Changes in the top right

What is visibility?

Visibility allows you to hide an icon from a subset of users for a specific period of time. Visibility settings can be set per user type. To hide an icon, follow these steps:

1. Click Customize Portal in the top right 
2. Locate the link you wish to remove and select Visibility
3. Click Hide
4. Enter the desired visibility preferences. To set visibility settings for multiple user types select Hide for another user type 
5. Click Hide application
6. Click Publish Changes in the top right

What does "Category Locked" mean?

District-level categories cannot be modified by School Tech Leads. These categories will appear with the label "Category Locked". If you wish to edit a district-level category, please contact your district admin.