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.
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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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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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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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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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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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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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.
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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.
What's next?
- · OneRoster API reference — for downstream apps that want to read your roster.
- · Security posture — what to send your IT security review.
- · Open the admin console
- · Source on GitHub