With SimGate's Dashboard, you have full control over your team-based courses, and can customize each setup and delivery to meet your exact needs.
From configuring sessions and granting team access to helping facilitators run things smoothly, the SimGate Dashboard does it all!
Choose the Team-Based Course Configuration that is best for your Learners!
Course delivery can be set up in various formats, all supported by the admin dashboard. Based on your delivery needs, team login experience, and data tracking preferences, there are three configuration options for team-based course delivery:
Unique Project URL + Admin Sets Up Team Credentials |
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Self-Registration Project URL + Teams Self Register |
Already know the Self-Registration approach is best for you? Feel free to go to: How To: Create a Self-Registration Session and URL for Team-Based Learner Access
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Anonymous Project URL + No Credentials Required |
Already know the Anonymous Login approach is best for you? Feel free to go to: How to: Create Anonymous User Access Link for Individuals and Teams |
Follow these steps to get started:
Once you've selected the best course configuration for your needs, follow these setup steps. Each step includes specific instructions tailored to that configuration.
Step 1: Create a new Team-Based Session
Step 4: Team Login Experience
Step 1: Create a new Team-Based Session
Sessions are your go-to for course delivery. Use the Session feature in the Dashboard to:
Set up course sessions
Define delivery dates
Configure specific session requirements
Assign teams and facilitators to their sessions
Track upcoming, active, or completed sessions
💡TIP: Before Creating a Session in the Dashboard - Ensure Your Project Settings in Studio Support Your Desired Delivery Configuration!
💡TIP: Before Creating a Session in the Dashboard - Ensure Your Project Settings in Studio Support Your Desired Delivery Configuration!
NOTE: Settings must be enabled within SimGate Studio, at the project level, in order to be able to edit them at the session level.
Confirm that the "Sign-in settings" in your Project allow for your chosen setup.
These settings define your selected session types and the sign-in approaches participants will use after you publically release your project.
In the Studio Settings tab, you can choose which settings your project supports:
Session Types
Individual: Participant goes through the experience, and makes decisions on their own.
Team: Teams go through the experience and make decisions as a group, one team member signs in.
Sessionless: Users can access the project without needing a session in the dashboard. NOTE: No reports are available and user state/data cannot be managed by the dashboard at all.
Sign-in settings
Self-registration: Participants and team members access the experience without being added to the session. They still must sign in and data is still collected.
Anonymous users: Participants and team members can access the sim without signing in or providing any personal information. No personal data is collected.
Release and Publish!
Ensure you publish (or republish) the project to the Public Site to capture the changes in your settings.
What is the difference between Studio Settings and Session Settings in the Dashboard?
Studio Settings = Defines which settings this project supports
Dashboard Session settings = Defines actual settings per session.
Click the arrow to uncollapse this section for review!
Set Up a Team Session in the Dashboard
⚠️ NOTE: In order for your project to show up in the dashboard, both of the following need to be true:
The project needs to be located in the public enterprise folder in Portal, and
The project needs to have been pushed to a public release in Studio
To create a new session, go to the + NEW button in the upper right, then click on New Session in the drop-down.
A pop-up box will appear allowing you to Create a New Session. Enter the following details:
Session Name: Short description (this can be the location, name, date, etc.)
We suggest creating a "Session Name Convention" for your organization such as "#######_Month Day Year_EMEA"
Project: Select the appropriate project
⚠️ NOTE: In order for your project to show up in the dashboard, both of the following need to be true:
The project needs to be located in the public enterprise folder in Portal, and
The project needs to have been pushed to a public release in Studio
Enter Start Date + End Date: Enter the start and end dates for the program
NOTE: Session dates should bracket the delivery date(s). We recommend at least a 24-hour buffer before and after the session to address time zones, etc. You can also leave the session open-ended when appropriate.
Registration Settings:
Session Type: Teams (this is pulled from your Studio Project Settings)
Enable "Self-registration" (if you are setting up a Self-Registration session)
Enable "Participants can create new teams" (ONLY if you are setting up a Self-Registration or Anonymous session)
If wanted, Enable "Participants can rename teams"
Max number of teams is optional
NOTE: If you do not see all of these Registration options, this means you do not have them enabled in your SimGate Studio Project Settings! See Info above!
Facilitators: Add now or add later
Teams: Add now or add later - used when Admin is setting up Team Credentials (Directions below)
Tags: Optional
Accessing Your New or Existing Sessions
Admins have access to:
View active, upcoming, ended, or archived sessions
Can easily see the progress of your simulations
View counts and details for active, upcoming, and ended sessions.
To locate and open a session:
When you log in to the dashboard, click on SESSIONS.
Find your session in the list of active sessions. Click on the three-dot ellipsis and choose "Open" in the drop down.
Step 2: Set Up "Teams" and their "Faux User" Credentials
Step #2 applies only if you’ve selected the "Unique Project URL + Admin Sets Up Team Credentials" option for team-based course delivery and Single Sign-On (SSO) is not your organization’s sole login method.
For Self-Registration or Anonymous deliveries, you can skip this step and move on to Step 3!
Adding "Teams" to the Session
First, you must create the number of "Teams" that will be part of this session and define their Team name.
In your newly created session and select the + for Teams.
Enter the first team name and then select +Add New Team.
Note: Team names are chosen by the Administrator - we suggest
This will create the new team and display a message regarding new teams being created empty. Select Add.
You'll see that the new team will now be added to the session under “Teams”. Repeat the steps above to create and add additional teams. When done, select Save.
Creating "Faux Team Users" to Add to your Newly Created "Teams"
Once the session has been created and you have defined the names of the Teams that are part of this session - Next, you will add your “faux team users” to their respective teams.
Team users are created as “Fake/Faux users”*
A “faux user” is a participant entered into the system with a fake first name, last name, and email address.
The Dashboard supports fake/faux users and it will be up to the administrator to set these up.
Defining “Faux Team User” Credentials
When setting up a set of “Faux Team User” Credentials for your team-based courses, we suggest you create a consistent, FAKE convention to make it easier to manage for users and easier for facilitators to disseminate the log in credentials during course delivery. For example:
Team Names: First Name = Team, Group, Last Name = #, Color etc.
ex. “Team 1” "Group A" "Team Red"
Email: Create a consistent, FAKE email convention
Default Password: Keep it simple!
ex. XXX2024! or Learning101!
*Faux team credentials are not an option IF Single Sign-On (SSO) is your organization’s sole login method.
Start by opening up the Session you just created! Find your session in the list of active sessions. Click on the three-dot ellipsis and choose "Open" in the drop down.
Select + New and select New User
In the New User modal, you will set up your “Faux Team Users”. Remember - We suggest you create a consistent, FAKE convention for these credentials!
Enter a faux First Name and Last Name and the faux email address
Toggle off Set Random Password
Toggle off Send Welcome Email
Enter a Password and Confirm the Password
Select the + for Sessions
Start typing the name of your session and select it to open another small modal
Place the cursor in the Team box highlighted in red to produce a drop-down of all the teams
Select the Team you want to add this participant to
Select +Add
Select Save
Repeat steps to create a new faux user and add to each team you created (e.g. for 5 teams you will need 5 “Faux Team Users” added to each of the 5 teams)
NOTE: Only one user per Team!
Optional: Re-Using a “Set of Team Faux Users”
If desired, Admins can create one set of faux team users and reuse them for all sessions.
Understand the Benefits and Drawbacks of reusing the same set of Team Credentials!
Understand the Benefits and Drawbacks of reusing the same set of Team Credentials!
Benefits:
Create one set of “Faux Team Users” for a course and re-use them over and over
The same “Faux Team User” can be added to multiple sessions.
Reduce administrative setup
Limit the number of "faux" users added to the dashboard
Drawback:
When team leaders log in, they will be presented with a "Session Select" modal with a dropdown listing all sessions the faux user has been added to. This could cause confusion if they are unclear which session t ochoose and accidentally enter the wrong session (which would impact data)
If running multiple concurrent/simultaneous sessions that will have similar naming conventions, we suggest not re-using the same set of credentials over and over.
Click the arrow to uncollapse this section for review!
To add a “Faux Team User” to multiple sessions:
Search for the user
Edit the user by selecting the three-dots elipses by the name and select Edit
By Sessions, select the + to open a small modal
Type in the session name you want the user to be added to
Select the session name for it to be added in the Sessions section
Re-enter the password or enter a new one
Select Save
NOTE: 2,100 sessions is the max number of sessions a user can be added to. When you open the edit box for the “Faux Team User”, you will see all the sessions they have been added to.
Step 3: Generate Your Course's Unique URL
Each Team-Based Course Configuration option requires a uniquely generated course URL to support your specific delivery needs, team login experience, and data tracking preferences.
Unique Project URL + Admin Sets Up Team Credentials |
Locate your Unique Course URL:
Important:
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Self-Registration Project URL + Teams Self Register |
Generate your Unique Course URL:
After creating the session and enabling "Self-Registration" login, the admin or facilitator can generate a unique access link.
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Anonymous Project URL + No Credentials Required |
Generate your Unique Course URL:
After creating the session and enabling "Anonymous" login the admin or facilitator can generate a unique access link.
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Step 4: Team Login Experience
Each Team-Based Course Configuration option provides a slightly different login experience during delivery, so be sure to reflect this accurately in course materials and facilitator guides.
Unique Project URL + Admin Sets Up Team Credentials |
Team Log In Experience:The facilitator will copy the published Public link and provide the URL along with the teams' faux credentials to the 'Team Lead' who will sign in on behalf of their team.
Non-SSO Login:
SSO Login: (Faux Team Credentials cannot be used)
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Self-Registration Project URL + Teams Self Register |
Team Log In Experience:The facilitator will copy the previously generated Self-Registration link and provide the URL to the 'Team Lead' who will sign in on behalf of their team. Only ONE person per team will log in.
Non-SSO Login:
SSO Login:
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Anonymous Project URL + No Credentials Required |
Team Log In Experience:
Non-SSO Login:
SSO Login:
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Team Self-Naming Modal
If enabled during session creation, teams will have the option to create their own Team Name.
After login, a Sign In modal will appear which will display the session and project name. Select the New Team button.
Enter their chosen Team Name and select Create and Register.
The Team is then automatically added to the Dashboard under their chosen name.
NOTE: Any team that has been created can be seen in the Team dropdown (after the first team has been created). Only one user should be logging in on behalf of the Team.
Session Selection Modal
If a user is enrolled in multiple sessions, upon successful login, the team leader will be presented with a few additional modal boxes.
A Session Select modal with appear
Click on the dropdown listing all sessions the faux user has been added to.
Click the name of the CORRECT session, then select the Join Session button to enter the sim.
MAX # of Teams
If a maximum number of teams is set in Settings and that maximum has been met, when a participant tries to create a new team, they will see the message ‘This session has reached the maximum number of teams’.
To remedy this, you can adjust the settings by editing the session details.
