How to set up ClassLink Application
Learn how to easily set up the ClassLink Application and optimize your data integration with Navigate360.
Please Note: If you have already added the “Navigate360” Classlink application, please skip to the section titled: “Verify Correct Sharing Rules”
How to add ClassLink Navigate360 Application
- To add Navigate360 Roster Application, start by navigating to your ClassLink portal.
- Hover over the Apps tab and select All Applications, then click +ADD.
- Search for Navigate360 and click the +Add as shown below. Please be sure to add the application named Navigate360.
- Once the application is added, please follow the onscreen instructions to finish setup.
- Verify correct sharing rules (please see section below for step-by-step instructions).
- For additional resources, please refer to this ClassLink help document for adding new rostering applications. ClassLink - Add a new application
- Please contact your Customer Experience Consultant or tech@navigate360.com if you have any questions. We will be happy to assist you!
Verify Correct Sharing Rules
To ensure correct sharing rules, follow the step-by-step instructions:
-
Log in to ClassLink:
- Open your web browser and go to the ClassLink login page.
- Enter your administrator credentials to access your ClassLink dashboard.
- Open your web browser and go to the ClassLink login page.
-
Access the Applications Page:
- From the dashboard, navigate to the "Applications" section. This can usually be found on the main menu or under the "Admin" section.
- From the dashboard, navigate to the "Applications" section. This can usually be found on the main menu or under the "Admin" section.
-
Locate Compass/PBIS:
- In the Applications list, find the "Compass/PBIS” application.
- Click on "Compass/PBIS” to view its settings and sharing rules.
- In the Applications list, find the "Compass/PBIS” application.
-
View Sharing Rules for Compass/PBIS:
- In the “Compass/PBIS” settings, locate the "Sharing Rules" tab or section.
- Note down the current sharing rules applied. This may include specific user groups, permissions, or data sharing settings.
- In the “Compass/PBIS” settings, locate the "Sharing Rules" tab or section.
-
Locate Navigate360:
- Return to the Applications list and find the "Navigate360" application.
- Click on "Navigate360" to access its settings.
- Return to the Applications list and find the "Navigate360" application.
-
Apply Sharing Rules to Navigate360:
- In the Navigate360 settings, navigate to the "Sharing Rules" tab or section.
- Replicate the sharing rules you noted from “Compass/PBIS”. Ensure that all relevant user groups and permissions are correctly applied to Navigate360.
- In the Navigate360 settings, navigate to the "Sharing Rules" tab or section.
-
Save Changes:
- After applying the sharing rules, ensure you save the changes.
- Verify that the settings have been correctly updated.
- After applying the sharing rules, ensure you save the changes.
-
Tip – Sanity Check: Classlink Guide on Sanity Checking
- Click on the icon next to the edit pencil icon which is called sanity check. After sharing rules are set, clicking on this icon will show a breakdown of what data is being shared. This is a great tool to spot check if you are sharing the data you’ve intended to share with Navigate360.
- Click on the icon next to the edit pencil icon which is called sanity check. After sharing rules are set, clicking on this icon will show a breakdown of what data is being shared. This is a great tool to spot check if you are sharing the data you’ve intended to share with Navigate360.
Things to Know
- Once you have added the new rostering application, please DO NOT remove the rostering connection for the old application, we will disconnect this for you.
- Your SSO connection is NOT changing. Please continue to use your application SSO to seamlessly log into your application as you normally do.
- Our SSO icons are getting refreshed! Here is what all our products look like. Please reach out to your Customer Experience Consultant if you are interested in learning more about any of these products.