Onboarding Process

Step 1:

Request access to TypeTastic from Clever Dashboard or contact us at [e-mail] and let us know you’d like to use Clever SecureSync. 

Step 2:

Once in contact, we will either approve your request or send you an invite through Clever and assign a tech support agent to guide you through the onboarding. The assigned support agent will contact you by email.

Step 3:

If done by invite from us, to approve the invitation, an account administrator with the ‘Clever Admin’ role will need to log into Clever Dashboard to review and approve the invite. 

Step 4:

Prepare your data sharing rules in Clever (see our article about Sharing Rules & Initial Synchronization) and decide on a launch date. The launch date is the first day users can access TypeTastic through Clever. You also need to be launched to be able to test logons. 

Step 5:

You will need to let us know that you’re ready to sync through Clever. Contact your TypeTastic representative to get started! 

Step 6:

Once the initial sync is done and reviewed, TypeTastic will be set to do nightly updates from Clever.