Prepare Canvas
Create a Canvas Role
Create a Canvas Role
Ask your Canvas administrator to create a Canvas Role that can be used, by
- Logging into Canvas and navigating to the root account
- Click on Permissions in the menu, then choose Account Roles.
- Click Add Role.
- Give the role a name and click save.
- The Canvas Admin account, must have direct login access (no SSO)
- Within the Root Account> Account Permissions, turn on the permissions needed for this role
- Then, go to each Sub-Account, that courses will be archived from and enable the sub-account permissions for this new role.
Required Canvas permissions depend on whether K16 reads courses, restores content, or syncs content back to Canvas. Review the workflow with your K16 contact and Canvas administrator instead of copying a broad legacy permission list.
Create a Canvas Utility Account
Create a Canvas Utility Account
- In the Root Account, go to Settings> Admin
- Scroll down and click + Account Admins
- In the Add More dropdown, choose the role you just created (e.g. Canvas Archiving)
- In the Input box enter: “Last Name, First Name” <email_alias@example.edu>
- Click Continue, then click “Ok Looks Good, Add This 1 User”
- You will receive an email from Canvas regarding the account creation. Follow the instructions to finish setting up the account and accept the Canvas user agreement.
Integrations connecting to Canvas require a Canvas Admin account with direct login access (no SSO)
Creating the integration in Scaffold
1
Select Canvas
Open Settings > Integrations > New integration. Select LMS, then Canvas.
2
Name and LMS Data Direction
Enter a Friendly name. Choose Source when K16 pulls from Canvas or Destination when K16 pushes to Canvas.
3
Enter Canvas settings
- Integration URL (e.g., https://institution.instructure.com)
- Canvas Username and Password
- Sub Account ID (the subaccount you will import courses or push courses to)
4
Validate and create
Select Validate & continue. Resolve URL, account, or scope issues, then select Create integration.
Resolve common Canvas validation failures
If Canvas requires MFA for the account, see MFA for integrations.
After creation, review Status and lifecycle.