How do I Create School Specialist Accounts and Grant Access to Campus Data?

This article will explain how to create School Specialist accounts and grant access to campus data


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School must be active in CLI Engage
Get approval from a district administrator with the community/district
Must have user’s required information (name, school, and email address)
Ensure user doesn’t already have an account - using the email analyzer under user management


The following steps will go over how to create one School Specialist account at at time:

  1. Choose ‘Class and Student Management’ from your dashboard under ‘Administrative Tools

  2. Choose ‘User Management

  3. Choose ‘School Specialist

  4. Choose ‘Add School Specialist’

  5. Input all required fields:

    1. Community Name

    2. School Name

    3. School Specialist’s Name

    4. School Specialist’s Email Address

    5. Comments ‘Created xx/xx/xx’ - Optional

  6. Click the box next to ‘SS Full Access

  7. Choose ‘Submit & Invite

Once the page refreshes, find the user’s account under School Specialist to grant access to campus data

  1. Choose the ‘Assign Classes’ action button

  2. On the left side, choose all the classes that need to be shared with the user

  3. Click the red arrow button, ‘Assign User to Selected Classes’

  4. Click ‘Back’

The user will automatically have access to all classes that were assigned.

If you need further assistance, please submit a help ticket.