Rostering with Clever
Clever rostering allows administrators to sync schools, teachers, classes, and students from Clever into the Merge 3D Platform. Once connected, roster information can be kept up to date automatically, reducing manual account management throughout the school year.
Before You Begin
To roster with Clever, you will need:
- An active Merge 3D Platform subscription that supports rostering.
- Administrator access to your Clever Dashboard.
- The ability to configure sharing rules for the schools using Merge 3D Platform.
Step 1. Set Up Sharing Rules in Clever
Sign in to your Clever account, add the Merge EDU app and the Merge EDU SSO app, and then configure your sharing rules.
Be sure to share only the schools that should have access to your Merge 3D Platform subscription. For example, if only one campus is using Merge, only share data for that campus. If multiple campuses are included in your subscription, share the appropriate data for each participating campus.
If you need assistance setting up your Clever sharing rules, contact support@merge3d.ai .
How User Roles Are Matched in Merge 3D Platform
When roster information is imported from Clever, Merge 3D Platform uses the role information provided by Clever to determine each user's permission level. The following table explains how Clever user roles are matched to Merge 3D Platform permissions.
| Clever Role | Merge 3D Platform Permission |
|---|---|
| student | user |
| teacher | staff |
| Any other supported staff role | staff |
| administrator | district_admin or school_admin, depending on the organization associated with the administrator |
| Any other role | user |
Administrator permissions: Administrators may receive district-level or school-level permissions based on the organization information included in the roster. Administrators associated with the district receive district administrator access, while administrators associated with an individual school receive school administrator access.
Note: The permissions assigned to users depend on the role and organization information available in Clever.
Step 2. Contact Merge to Complete Your Roster Setup
The self-service Clever rostering setup is currently being updated for the new Merge 3D Platform. While this feature is being re-added to the Dashboard, the Merge team can assist with connecting and configuring your Clever roster.
After your Clever sharing rules have been configured, contact support@merge3d.ai and provide your district or school name. Our team will help complete the connection and initial roster import.
Step 3. Verify Your Roster
Once your roster has been imported, sign in to the Merge 3D Platform as an administrator and verify that your schools, teachers, students, classes, and enrollments appear correctly.
You can review your roster using the Schools, Users, and other available management areas within the Merge 3D Platform.
Automatic Synchronization
After Clever rostering has been configured, roster updates can be synchronized automatically. This may include:
- New teachers and students
- New classes
- Student enrollment changes
- Removed users or archived classes
Note: The exact synchronization schedule and available rostering options may vary while the new self-service rostering feature is being completed.
Have Teachers and Students Sign In
Once rostering is complete, teachers and students can sign in to the Merge 3D Platform or the Merge apps using Clever. Signing in with Clever will help ensure they access the appropriate account and available content.
Troubleshooting
If your roster does not appear as expected:
- Verify that the correct schools and users are being shared with Merge in Clever.
- Confirm that users and classes exist within Clever.
- Allow time for the initial import or synchronization to complete.
- Contact Merge Support if changes are needed to your roster configuration.
If you continue experiencing issues, contact support@merge3d.ai with your district or school name and a description of the problem.