System Admin Checklist

Welcome to Wayfinder! Use the checklist below to complete the technical setup and onboarding process for your school/district.

• If you are a school leader, see our Tech Set-Up for School Leaders guide.

• For info on privacy and data, see our Data + Privacy Overview.

• Need a breakdown of account roles? See our Account Types Overview.

This article contains the following sections: 

1. Getting Started

2. Technical Setup

3. Rostering Setup

4. Final Checks

Scroll down to the bottom of this page to download a PDF of this checklist.

1. Getting Started

 Designate a technical contact to manage rostering. If you’re reading this, that's likely you!

If you have not already connected with Wayfinder Support, email us at [e-mail] to start the rostering process. 

 Accept your email invitation to access Wayfinder as a System Admin. 

 Log in to the Wayfinder Web App

 Roster non-teaching staff, such as administrators or counselors who need access to Wayfinder, using one of the three options:

• Manually invite them via the User Administration Portal 
• Fill out this sheet and send it to [e-mail] with editing permissions 
• If you use Clever or ClassLink, see the "Role Mappings" sections in our Clever or ClassLink guides to automate staff rostering

2. Technical Setup

 ⚠️ Allowlist Wayfinder at these web addresses, or provide a network contact ⚠️

 Decide on a login method, or provide afor your users (manual username + password, Google SSO, Clever SSO, ClassLink SSO, or Microsoft Azure)

 (If using Google SSO) Approve Wayfinder in your Google Admin Console 

 (Optional) To enforce SSO-only logins, email [e-mail] to disable username/password access

3. Rostering Setup

 Confirm student rostering plans with Wayfinder. How will you be rostering?  Which courses need to be rostered in Wayfinder? 

 Review our Rostering Methods and choose the best fit for your school:

Manual Rostering

See our Manual + Class Code Rostering guide (includes QR codes and Google Classroom)

Flat Files + SFTP Rostering

See our Flat File Rostering guide and/or our SFTP guidelines

Clever Rostering

Be a District Administrator in Clever, or put us in touch with one

Review our Clever Rostering guide

Request our "Wayfinder Rostering" and "Wayfinder SSO" applications in Clever (Step 2)

Wait for Wayfinder to approve your connection request (12-24 hrs) 

Set up your sharing rules for both applications (Step 4) 

Push your sync through to Wayfinder (Step 5)

ClassLink Rostering

Review our ClassLink API guide

Add the Wayfinder app in your Roster Server and toggle it on (Step 2)

Set up your sharing rules (Step 3)

Wait for Wayfinder to confirm the connection (12-24 hrs) (Step 4)

Push your sync through to Wayfinder (Step 5)

Set up ClassLink SSO

 ⚠️  Don't forget to invite your administrator users  ⚠️

• Administrator users are often left out of the rostering methods above. If you do not include administrator users when rostering teachers and students, please make sure to roster them manually.

 

4. Final Checks

 Connect with Wayfinder Support ([e-mail] ) to confirm that onboarding is complete and set a "Go Live" date.

 Send your teachers and/or students the appropriate login instructions.

• System Admin Checklist_Printable.pdf90 KB