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Agenda

• What does Clever do?

• What is the Clever Dashboard?

• How does Clever protect student information?

• How does Clever support schools and partners?

What does Clever do?Clever standardizes data from SISs and facilitates secure sharing with applications.

Data moves through a consistent process:1 Data extracted from SIS

2 Data processed and stored in Clever

3 Data pulled by application partners

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[data] [data]

For more information visit Clever Help Center:About Clever

Student Information

Systems

For more information visit Clever Help Center:Clever SIS syncs

Store demographic, schedule, attendance, and assessment data

Managed at the district level

Student Information Systems (SIS) BasicsClever is compatible with all SIS

What does Clever do?Two SIS sync methods

For more information visit Clever Help Center:About Clever

Auto (“Pull”) SFTP (“Push”)

• Automatic exports data from SIS using read-only admin account

• Districts don’t transfer data files; Clever “pulls” authorized data

• Requires district-level admin access and minimal IT support

• Limited customization possible in exported fields

• Secure data transfers

• District performs CSV export and uploads “pushes” files to Clever

• Not necessary to provide Clever access to the SIS

• Requires district-level IT admin with decent technical fluency

• Greater potential to customize exported fields

• Secure data transfers

What is the Clever Dashboard?Partners can view and manage their data in the Dashboard

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District overview

Data Browser

https://account.clever.com

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District details are accessible from the dashboard

Click district name to view:

• Sync status• Contact Info• “OAuth” Token

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Partners can browse data and data warnings for each district

Browse this district’s data

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View this district’s data warnings

Browse this district’s data

FULLY OPERATIONAL PENDING ERROR

Partners can browse all data they have access to in Clever

Can filter and browse by:• school• teacher• section• student

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How does Clever protect student information?

For more information visit the security page of our website.

• Clever is fully committed to student data privacy– Districts have full control over their data, what they send to Clever and

how to share their data – Clever only syncs standard rostering data (no grades, attendance, health

records, etc.)– Clever will never use or sell student information for marketing or other

purposes– Clever is 100% FERPA compliant

• Student data privacy best practices – Don’t send passwords or Personally Identifiable Information (PII) over

email– Discourage district use of Social Security Numbers

Clever’s School Experience Team is committed to district and partner success

*Business hours. For escalation CC Clever Account Manager.

Carrie AbendCristin Quealy

Ticket Priority

Description 1st Response*

Urgent • Clever system outage; API not functioning - users unable to log in, partners unable to pull data from API

Acknowledged immediately

High • Individual school sync not functioning or not visible to partner app

• SFTP file upload issues, errors

4 hours

Normal • Missing or incorrect data preventing use of partner app

• Custom field mappings

4 hours

Low • Non-blocking issue 24 hours

Hours: 7am – 5pm Pacific, Mon-Fri

Maya Sussman Amelie Zeng Megan Keir

Help Center: support.clever.comEmail: support@clever.comPhone: (800) 521-6516

For real-time Clever performance, subscribe to Clever Status Page

Best Practices for a Great Support Experience

• Leverage the Dashboard– There’s a lot you can learn from your Clever Dashboard! – Explore the data being shared with you, as well as district sync status

• Collaborate Early and Often– Bring us in early, and let’s work together! – We often see issues and ask questions related to Clever that partners

might not. We’re here to help, so please don’t hesitate to ask.

• Visit the Help Center!– 24/7 access to the most common FAQs!– support.clever.com

University

Questions?

https://support.clever.comsupport@clever.com(800) 521-6516