Adding a Customer

Being an Enterprise Admin, you can add a customer or multiple customers whom you want to get onboard to the Kitaboo portal. It is to be noted here that the institutions or the employees associated with you are actually your customers or partners.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Next, select any of the Onboarding types from the SSO Source dropdown menu.

NOTE: We use the SSO (Single Sign-on) authentication method that enables you to

securely authenticate with our multiple applications by using just one set of credentials.

Presently, Kitaboo Studio supports the following onboarding types.

● Kitaboo

● Google Classroom

● LTI 1.1

● LTI 1.3

● Clever

● Classlink

● Azure, and

● SAML

5. Select the Rostering Type from the dropdown menu. We have selected Kitaboo as the Onboarding type as well as the Rostering type in this example.

NOTE: Several Rostering type options are available corresponding to each Onboarding type. This information has been summarized in the table given below.

6. Check the Privacy Policy and Terms of Service box. > Click on Add.

This is how you can add a customer.

Let’s now explore how to add a customer with another Rostering type option, that is

OneRoster.

7. If you select OneRoster as the Rostering type, new fields like Sync Type, Match with, Sync Frequency, Suffix, Authorization, Client Partner ID, Consumer Key, Secret Key, and URL will appear.

8. Select one of the options from the Sync Type dropdown menu. We have selected Sync With API as the Sync Type in this example.

9. Select any of the options from the Match with dropdown menu. We have selected Identifier from the Match with list in this example.

10. Enter the other details in the respective fields. We have continued with the default Sync Frequency option, that is Manual, in this example.

11. Check the Privacy Policy and Terms of Service box. > Click on Add.