Integrating with ClipTraining

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. In addition, you can load in your Compliance Policies and assign them for online attestations for your customers.

Review the instructions below to learn how to get started with ClipTraining in your CloudRadial portal.

• How the ClipTraining Integration Works
• Step 1: Generating the ClipTraining Package
• Step 2: Enabling ClipTraining Access to Companies 

How the ClipTraining Integration Works

ClipTraining works in a two-step method in CloudRadial:

1. Generate the content package
2. Push the package of ClipTraining courses to eligible companies

ClipTraining verifies 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 will be able to access their courses directly without the need for authentication.

If a ClipTraining course is pushed to a company that has not been matched, they will receive an error message when accessing a ClipTraining course and will not be able to see the content. 

To ensure a good user experience, be sure to closely follow the instructions below as you set the integration up for your tenant. 

Step 1: Generating the ClipTraining Package

Before you can integrate ClipTraining with CloudRadial, ensure that CloudRadial is enabled in your ClipTraining portal. Contact support@cliptraining.com to make sure that step is completed.

Once completed, we'll need to generate a ClipTraining content package. 

1. Navigate to Partner > Settings
2. Select Integrations from the right-hand menu
   
   
   
   
3. Select the ClipTraining integration
4. Click the link that says Click here to generate ClipTraining course content package
   • This runs a background publishing job which can take up to 15 minutes to complete. You'll see over 150 courses in the final content package, listed under the Partner > Content area as ClipTraining M/DD/YYYY. This can be treated like any other piece of CloudRadial content. 
     
     

Step 2: Enabling ClipTraining Access to Companies 

Once your content is created, you can distribute it to companies as you see fit. However, only companies and their users that already exist within the ClipTraining administrative dashboard will be able to access the course content. 

To set up that access:

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
   
   
   
   
5. Select Submit at the bottom to finalize your settings

Once the ClipTraining courses from the content package have been published to companies verified with this step, they will be able to access the training.