Setup

Setup

User Types

Clipwise has three types of users: internal users, external users, and external collaborators.

1. Internal users consist of those who are members of your Zoom account and are automatically added when your Zoom admin completes an account-level authorization via Zoom. 2. External users consist of those who are not members of your Zoom account but your Clipwise admin grants access to collaborate with your team members. 3. External collaborators consist of those who are granted access to specific recordings and do not need to setup an account to view a recording nor do they have access to any other recordings in your account.

Signup or Signin

Clipwise offers two authentication methods for you to start collaborating with your teams and customers; LinkedIn & Zoom.

LinkedIn

The LinkedIn API uses OAuth 2.0 for application authorization. Your account is protected by LinkedIn Oauth 2 authentication protocol for privacy and security. LinkedIn verifies that you are an authenticated user of its service by providing the name & email address associated with your LinkedIn account.

Zoom

You need a Zoom account to access your recordings within Clipwise. If you are not a Zoom admin you will need to request pre-approval for installation.

Clipwise has two applications in the Zoom App Marketplace and uses the Zoom API to import meetings, recordings, and corresponding user information.

Here's the information that Clipwise can display for a Zoom User or Zoom Admin once they've authorized Clipwise to access Zoom:

  • First Name
  • Last Name
  • Email
  • Type (e.g. Basic, Licensed)
  • Role name
  • Timezone
  • Dept
  • Created_at (when the user was created in Zoom)
  • Job title
  • Company
  • Location

Integrations

Clipwise currently offers the following integrations to enhance your recording search, consumption, and collaboration experience:

Google Calendar

Know which recordings are internal (your team) vs. external (with your customers or with other non-internal attendees) and who attended. This allows you to identify attendees that are not currently listed in your CRM.

Slack

Send recording/clip notifications to multiple channels (e.g. by department) to speed up team collaboration.

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Salesforce

Gain context for recordings by enriching with account, contact, and opportunity data.

Zoom recordings offer limited context re: your team's meetings but if you add Google Calendar plus Salesforce data, you gain a clearer understanding for the companies, people, and revenue opportunities associated with your recordings.

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