Quickly add users and assign roles in the SimGate Dashboard -

Ensure your Admins, Facilitators, and Participants have the right access!

Role Overview

The Dashboard provides varying permission levels based on assigned roles. These role assignments are managed by the Super Admin on the client side and can be changed at any time.

Super Admin

Super Admin access is granted by Regis or other Super Admins. A Super Admin can view all projects and all-region information. Once assigned, a Super Admin can:

Assign Admin, Facilitator, Team, and Participant Access
Create or modify a Region and/or session
Directly change user passwords (cannot view existing passwords)
Only Super Admins can use the toggle to set a Random Password.
All other actions that can be performed by Admins, Facilitators, and Participants

Project or Regional Admin

Admin access is granted by the Super Admin. An Admin can view all projects and all region information. Once assigned an Admin can:

If assigned to a Region, the Admin can create and manage sessions for that Region.
If assigned to a Project, the Admin can create and manage sessions for that Project.
Assign Facilitator, Team, and Participant Access
Create or modify a session
All other actions that can be performed by Facilitators, and Participants

Facilitator

Facilitator access can be assigned by adding the facilitator to a Region, Project, or Session.

Facilitators can only manage sessions they are granted access to
Send out invites and password reset emails to users
View session reports
Advance and rest Teams and Participants
Assign Team and Participant access to the session
All other actions that can be performed by Participants

Participants

Participants are individuals participating in a simulation with a unique User ID and Password. Admins and Super Admins can update login credentials.

Teams are a group of participants participating in a simulation with one User ID and Password. Admins and Super Admins can update login credentials.

Participants and Teams will ONLY have access to their own courses/sessions
Participants and Teams will NOT have access to features that facilitators or admins have.

NOTE: Access levels vary per application!

More info here: Overview: SimGate Platform User "Access" Levels and Permissions

Accessing the User List

When you log in to the dashboard, click on USERS.

USERS = Super Admins, Admins, Facilitators, Teams & Participants

Adding New Users

NOTE: All new users will be initially added as a Participant unless they are granted as a Super Admin. In order to assign someone as a Facilitator, Project Admin, or Region Admin - follow the instructions in the GREEN CALL OUT BOXES below called: Assigning Permissions

VIDEO: SEE IT IN ACTION!

DIY STEPS

To create a new user, go to the + New button in the upper right, then click on New User in the dropdown.

Fill in your new user details in the entry boxes. Click save when finished.

Adding Team "Users"

Teams are a group of participants participating in a course with one User ID and Password. Admins and Super Admins can add/update login credentials.

To create a new “Team” user, you will essentially create a fake/anonymous user so teams can access and navigate the course as a group (vs. individual participants.)

Follow the same steps as when you create a new participant

To create a new Team user, go to the + New button in the upper right, then click on New User in the dropdown.
Fill in your team “user” details in the entry boxes (see suggestions below). You will do this for all teams in your session.
Click Save when finished.

Suggested team “user” details

We suggest creating a consistent naming convention for your faux team user names, emails, and passwords to keep the login experience easier for both facilitators and teams.

First Name: "Team" / “Village” / "Group" etc.
Last Name: “#” (1,2,3,4,5) or (B,C,D,E..) etc.
Email address: Create a consistent, FAKE convention (ex.” [email protected] )
Enter Password: Create a consistent convention (ex. Elp2022!)
Also....
- Turn Random Password off
- Turn Welcome Email off
- Skip "sessions and permissions" - you will assign these later in the process.
- Repeat for each team!

NOTE: Since the email is fake, there is no way to retrieve a random password!
- If a fake email address is used and the user/participant forgets their password, an administrator must manually reset the participants password from the admin dashboard. The Team/Participant cannot request an email to reset.

Adding Users via Bulk Upload

Need to add lots of users at once?

To bulk upload new users go to the + New button in the upper right, then click on Bulk Upload in the drop-down.

Detailed instructions are outlined in the pop-up box. You must use the provided Excel file to bulk upload your users successfully!

How to use Bulk Upload

Drag and drop an Excel file into the space below, or click to use the file selector
Context is critical! When uploading teams and participants, be sure to open the session you want to add them to
Download a sample file below that best matches your need
You can also use any exported file as a base, updating it as needed before uploading
Files can also be uploaded by dragging them into the main dashboard view
Files must be less than 20 MB in size

Sample Bulk Upload Files (.xlsx)

Assigning Permissions

IMPORTANT! Permissions must be set for Admins and Facilitators!

Assigning a Super Admin Role

When completing the new user details in the entry boxes, under "Permissions", enable the Toggle for Super Admin access shown below!
Click save when finished.

Assigning Facilitator, Project Admin, or Region Admin Roles

All new users will be initially added as a Participant unless they are granted Super Admin access.

⚠️ To assign a user as a Facilitator, Project Admin, or Region Admin, you need to first set up the session, project, or region in the dashboard. Once the session, project, or region is established, you can then assign the appropriate user role to it!

To assign these roles, you will need to do the following:

When completing the new user details in the entry boxes, under "Permissions", select Session Facilitator, Project Admin, or Region Admin.
Select Click + to add, and search for a session(s) to assign the user
Once you've made your selection, click Save
This action will update the user's permissions from Participant to either Session Facilitator, Project Admin, or Region Admin.

FAQ

Can I add Facilitators via my LMS?

No, an LMS can only add individual participants to the dashboard via auto-created SCORM sessions.
We do not support facilitators logging in through an LMS.