Import students as team members

Add students to a selected workspace using their Clever IDs.

Before you start

Use an account with School Management enabled and permission to manage the workspace team. Student Management is unavailable in Demo Workspace. Confirm the destination workspace and the students’ intended access before uploading their details.

Open the feature

Choose Settings > Team Management > Student Management. The page heading is School Management.

Steps

1. Choose Select Workspace.
2. Choose Download Template.
3. Prepare a CSV with the template’s Name, Id, Role and Grade columns. Id is the student’s Clever ID.
4. Select the CSV under Student CSV File.
5. Check Preview (First 5 rows) and review the complete file separately.
6. Choose Add Team Members.
7. Check the resulting team roster in the selected workspace.

Expected result

Accepted students are added as team members for the selected workspace and use Clever to sign in.

Example

An instructor prepares a class CSV, checks the workspace and preview, then verifies the roster after importing.

Limits and permissions

• Upload CSV, not an Excel workbook renamed with a CSV extension.
• The preview shows only the first five rows.
• This action grants team access; verify each intended student and workspace.

Troubleshooting

• The page returns to Team Management: check that School Management is enabled for the selected account.
• School Management is not included for this account: ask your account owner to confirm feature access before retrying.
• No workspaces found: check workspace access.
• We couldn’t find any valid students in that file. Make sure it matches our template and try again. Use the template and include valid names and Clever IDs.
• Validation errors: correct the listed rows before submitting again.
• An upload fails: inspect the roster before retrying to avoid assuming nothing changed.