Chalk

Docs · Onboarding

Getting started

A short walkthrough for the first administrator on a freshly provisioned Chalk tenant. If you're evaluating Chalk before signup, the features page is a better starting point.

1

You just clicked the verification email — now what?

Clicking the verification link finalizes your tenant. You land on the admin console at your tenant subdomain (e.g. yourdistrict.chalk.school). The link is single-use; if it expires, request a new one from the sign-in page.

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2

Set your admin password

The first thing the console asks for is a password for your administrator account. We use Argon2id with sensible defaults — pick something memorable but strong. You can enable SAML SSO later (step 7) and stop using a local password entirely.

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3

Tour the admin dashboard

The dashboard shows tenant health at a glance: last sync, user counts, recent audit events. The left nav is grouped by job: Sync, Users, Identity, Marketplace, Settings.

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4

Configure your first SIS sync

From Sync → Connectors, choose your SIS. Chalk ships with first-class connectors for PowerSchool, Skyward, Infinite Campus, and any OneRoster CSV source. Each connector asks for the credentials specific to that SIS (OAuth client/secret, base URL, plugin keys).

  • PowerSchool: client ID + secret from the PowerSchool plugin admin.
  • Skyward: OneRoster credentials issued by your Skyward representative.
  • Infinite Campus: OAuth credentials configured in Campus System Administration.
  • OneRoster CSV: upload a ZIP of the standard OneRoster files (or point at an SFTP path).

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5

Trigger your first sync

After saving credentials, hit Run sync. The console streams progress in real time and writes a full report to the audit log. Most first syncs take 1–10 minutes depending on district size. Subsequent syncs are scheduled per the cadence you configure under Sync → Schedule.

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6

Generate an API token

Settings → API tokens lets you mint bearer tokens for downstream apps that want to read the OneRoster API. Tokens are shown once and stored hashed — copy the value into your secret manager immediately.

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7

Set up SAML SSO (optional)

Under Identity → SAML, Chalk can be either an IdP (issuing SAML assertions to your downstream apps) or a service provider (federating admin login to your district IdP). The SP-side setup steps — metadata URL, entity ID, attribute mapping — live in the repo README.

<!-- TODO screenshot: SAML configuration screen -->

8

When to contact support

If a sync fails with an opaque error, a downstream app rejects a credential, or you hit a security concern, reach out. Include the tenant slug and the audit-log timestamp so we can find your trace quickly.

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