The information in this article applies if you have selected to use Clever Secure Sync for Single Sign-On (SSO) and rostering for your purchased Summit K12 subscription(s).
Meet with Summit K12 Support over a scheduled Onboarding and Integrations Tech Call to provide guidance and review data requirements together.
Many links in this article lead to the Clever Help Center. These articles are managed by Clever and may change without notice. Questions about the Clever Help Center articles should be directed to your Clever Representative or the Clever Help Center.
What is Clever Secure Sync?
Clever Secure Sync is a third-party application that provides rostering and access to Summit K12 through a Single Sign-on (SSO). Districts can connect their Student Information System (SIS) through an Auto Sync with Clever or push CSV files directly into Clever using Secure File Transfer Protocol (SFTP). Subsequent updates to rosters are reflected in automated, nightly syncs between Clever and Summit K12. Partners would connect with the SK12 Secure Sync App on Clever.
Rostering Options with Clever Secure Sync
It is essential to choose the Clever rostering option more suitable for your SIS data and purchased Summit K12 subscription(s). Partners approved to use Clever Secure Sync as a rostering method can choose between two options: Roster Account Provisioning or Full Roster Integration.
|
Roster Account Provisioning |
Full Roster Integration |
|
| SIS data | Students and teachers using the purchased subscription(s) are NOT clearly defined in scheduled classes | Students and teachers using the purchased subscription(s) are clearly defined in scheduled classes |
| Create student accounts? | ✅ | ✅ |
| Create teacher accounts? | Teacher and Administrator accounts and classes would need to be created using manual spreadsheet templates. | ✅ |
| Create classes? | ✅ | |
| Enroll students? | Teachers would manually enroll students using in-product tools | ✅ |
Data Requirements
The required files will depend on the selected rostering option.
| Roster Account Provisioning | Full Roster Integration | |
| Schools | ✅ | ✅ |
| Students | ✅ | ✅ |
| Staff | ✅ | ✅ |
| Teachers | ✅ | ✅ |
| Sections | ❌ | ✅ |
| Enrollments | ❌ | ✅ |
For required data fields and instructions for your selected rostering option, please view the Clever Integration Admin Guide.
Adding Summit K12 and Modifying Permissions
Clever has a For Clever Admins: Apps - Add/Request or Remove Apps Help Center article with an in-depth guide on adding vendors and setting up permissions. We will cover the main requirements below.
1. Visit your dashboard in Clever and add the SK12 Secure Sync application.
2. Set up the permissions based on the subscription(s) purchased. Please limit data to only users that need access to purchased subscription(s):
- If the subscription is purchased for a specific cohort of students, consider using For Clever Admins: Apps Filters
- If you need to share data that is not currently on your Student Information System (SIS), or need assistance with setting up permissions, we recommend contacting your Clever Representative or the Clever Link Help Center
3. Add the SK12 Secure Sync application from the Add Applications page to the portal for teachers and students to access Summit K12 through the Clever Single Sign-on (SSO). Please see Clever's Sharing Permissions: Share by Rules Help Center article for instructions.
Data Sharing Considerations
Data shared with Summit K12 on Clever Secure Sync should be limited to the students, teachers, staff, and/or sections for a purchased subscription.
All students, teachers, and staff shared will have accounts created. All students will be available for teachers to enroll in their classes. Once a student is enrolled in a class, a license will be consumed (License Usage on Summit K12). Otherwise, a Full Roster Integration or an LMS integration will automatically handle student enrollment.
If the intended students are not in scheduled classes or if you’re unable to filter by a specialized cohort (e.g. students with an LEP/ELL indicator), consider using an alternative method for rostering students if it allows for greater filtering options:
Secure File Transfer Protocol (SFTP)
Manual Rostering
Using Clever for Single Sign-On (SSO) Only
When students, teachers, or staff are rostered through alternative rostering solutions (i.e. SFTP, manual rostering), they can still use Clever for Single Sign-On (SSO) without connecting to Clever Secure Sync!
To do so, the Clever Administrator at the district will need to add the Summit K12 app found on the district’s Clever Dashboard > Applications > Add Applications page. Once added, they will need to assign the app to the appropriate teachers and students.
District-issued emails provided to Summit K12 through an alternative rostering method and the emails used to log in to Clever must be identical. If they fail to match, users will not be able to access Summit K12 through the Single Sign-on (SSO) until the necessary corrections are made.
Troubleshooting Clever Rostering
Need help with Clever rostering? If you are experiencing technical issues using Clever or there is a problem connecting to the Summit K12 or SK12 Secure Sync apps, please get in touch with the Clever Help Center or your Clever Representative. If you have any other questions, please do not hesitate to contact Summit K12 Support.
Additional information is available in the following help articles:
Onboarding Overview
iPad User Guide
Allow List for URLs and Websites
Manual Rostering Set Up Overview
Troubleshooting Student Enrollment Issues