Integrating with ClipTraining via SSO

ClipTraining offers a very modular approach to training featuring courses made up of "clips", or short video tutorials. ClipTraining works well for users who need to learn something from scratch or need help with a single feature.

ClipTraining includes training for all of the Microsoft 365 products plus end-user training for Cybersecurity Awareness.

Review the instructions below to get started with integrating ClipTraining into your CloudRadial portal.

• How the ClipTraining Integration Works
• Step #1: Set Up ClipTraining Portals for Clients
  
  • For Partners with Existing ClipTraining Accounts
  • For Partners That Purchase ClipTraining Through CloudRadial
• Step #2: Creating Access to ClipTraining Courses
• Step #3: Matching Specific Companies to ClipTraining Courses
• Advanced ClipTraining Configuration Options
• Frequently Asked Questions (FAQs)

How the ClipTraining Integration Works

To show users their respective ClipTraining courses, we first verify those with access to courses by matching the CloudRadial companies with their respective ClipTraining companies.

• Once that match has been confirmed, the users within matched companies can access their courses directly without needing authentication.
• If the match is not confirmed, the user will receive an error.

Step #1: Set Up ClipTraining Portals for Clients

To ensure a seamless connection to ClipTraining courses, you will need to first set up your client companies in ClipTraining. 

For Partners with Existing ClipTraining Accounts:

• If you already use ClipTraining and are now enabling it within CloudRadial, please reach out to partners@cliptraining.com.

They will assist you in setting up your companies before enabling the CloudRadial integration. 

For Partners That Purchase ClipTraining Through CloudRadial:

• If you purchased ClipTraining through CloudRadial, your account manager will assist you in setting up your courses. 

Your CloudRadial account manager should reach out to you within a business day. If you have any questions or concerns, you can reach out to success@cloudradial.com, and they will reach out to you ASAP. 

Step #2: Matching Specific Companies to ClipTraining Courses

Once you've created access to ClipTraining courses, the next and final step is to ensure the appropriate companies in CloudRadial see the appropriate courses in their ClipTraining portal. 

To do so:

1. Navigate to Partner > Clients in CloudRadial
2. Use the 3 blue-dot menu to Edit the company you've set up in the ClipTraining portal
   
   
   
   
3. Select the Integrations tab
4. Enter their ClipTraining portal name assigned in the ClipTraining administration dashboard
   • Be sure to only enter the portal Name/subdomain assigned in the ClipTraining administration dashboard (no URL details).
   • Ex: For https://acme.cliptraining.com, enter only acme
     
     
     
     
5. Select Submit at the bottom to finalize your settings

Finally, we'll build an SSO button to give users access to their training courses. 

Step #3: Creating Access to ClipTraining Courses

To create access to ClipTraining courses for a seamless user experience, we recommend enabling the Company > Applications area of the Feature Set. Adding an icon to go directly to training is the fastest and most user-friendly way to get to the courses. 

If you are so inclined, you can also take the extra step to add the menu item to your home page to make it even easier to access for your end users, like so:

To add the ClipTraining link for all users:

1. Navigate to Partner > Content
2. Select + Add to add a new content package
3. Create a content package with the following settings:
   • Content Type: Menus 
   • Name: This is Your choice, but we recommend ClipTraining
   • User Groups: Everyone
   • Description: Optional, your choice. None needed.
   • Company Groups: All
     
     • Select Submit to finalize the content package creation
4. Once created, use the + Add button to build a menu item to the package
   • Category: This is Your choice, but if you want it to be in the same grouping as other menu items you have, you'll need to name it the same thing. 
   • Name: Your choice. We recommend something generic, like Microsoft 365 Training, but it's up to you to package and serve the training in a manner that fits your clients. 
   • URL: @ClipTraining
     • The URL must be exactly @ClipTraining, as this is the trigger to SSO users to the ClipTraining portal.
   • All of the rest of the choices, like the iconography and display order, are to your preference.
     • Select Submit to finalize your selection
5. Once your link has been created, select the Publish button at the top to push out the link.

The link to access ClipTraining courses will now appear within the Company > Applications area for companies.

If you want to take the extra step to add it to your home page, watch this video to create a modified home page that makes it even more prominent. 

Advanced ClipTraining Configuration Options

If you want to go over more in-depth ClipTraining options, including:

• • Pre-loading your users from Azure
  • Creating assigned learning paths
  • Creating custom content
  • And more!

Reach out to partners@cliptraining.com after you have purchased ClipTraining. They will assist you in setting up your preferred configuration. 

Frequently Asked Questions (FAQs)

How is user authentication handled in both systems?

• When a user accesses their ClipTraining courses in CloudRadial, the user is authenticated against their company domain. As they use ClipTraining via CloudRadial, they are automatically created in the ClipTraining portal. 
  
  If you wish to bulk manage users in ClipTraining, you must work with ClipTraining to pre-load your users first. This is useful if you intend to create custom content for companies and wish for them to have access to it from the very start. 
  
  Contact partners@cliptraining.com to have them help you establish this custom strategy. 

Is course-completion training tracked from ClipTraining courses?

• Not at this time from within CloudRadial. For now, ClipTraining course completion is best tracked within the administrative portion of ClipTraining. 

Do I need to set up a company in ClipTraining before I set them up in CloudRadial?

• Yes, you must ensure that you've set up a company within ClipTraining before setting them up in CloudRadial. This is what ensures that the appropriate users are accessing the appropriate courses. See this step to learn how to do this. 

I've used ClipTraining before in CloudRadial, and I could have SWORN there was a different way to do it. Is that true?

• It's true - in fact, we're transitioning to the methods described in this article from a legacy method that used content packages. We recommend using this method as it's easier for users, and it will evolve to be even more simple for Partners and users alike.