Not sure where to begin with setting up for course delivery in SimGate? You’ve come to the right place!
Whether you're launching an asynchronous, instructor-led, individual, or team-based experience, we’ll help you align your course with the right deployment use case. Each use case includes step-by-step guidance, setup checklists, and tailored resources to support a smooth and successful delivery.
#1 - Start Here
❓ Is your course designed for individual learners or team-based participation?
For individual, asynchronous learners, follow the chart and guidance in the next section.
For team-based, synchronous learners, jump to the section below, for more guidance!
Individual Asynchronous Learners
❓ Will you deploy the course through your LMS or directly via SimGate?
➡️ If you will deploy via your LMS, then you'll want to follow this Use-Case:
➡️ If you will deploy via SimGate, we recommend following this Use-Case:
For individual, asynchronous courses delivered via SimGate, we recommend using the Self-Registration method—it offers the easiest setup, is the most flexibility for both admins and learners, and is compatible with SSO (single sign on).
Pros & Cons of Individual Self-Registration
Pros & Cons of Individual Self-Registration
Learners use a registration link to sign themselves up for a course or session.
✅ Pros
Time-Saving for Admins: Reduces manual enrollment tasks.
Flexible & Scalable: Learners can join anytime—ideal for open cohorts or last-minute roster changes.
Fast Access for Learners: No need to wait for admin approval.
Good for Optional or Elective Courses: Works well for drop-in sessions or “open enrollment” use-cases.
⚠️ Cons
Less Control Over Access: Anyone given the link could potentially register.
Risk of Incomplete or Inaccurate Data: Learners may mistype names or emails (greatly limited if using SSO).
Harder to Enforce Cohort Participation: You might not know who’s registered unless tracking closely.
Duplicate Accounts: Learners might accidentally register multiple times with different credentials.
Click the arrow to explore the Pros & Cons!
* While Admin-Managed and Anonymous delivery methods are supported, they’re less commonly used for this course format. Check the FAQ below to see when these options might be a better fit for your needs!
Team-based Synchronous Learners
Team-based courses must be delivered directly through SimGate due to the dynamic nature of team interactions and how access is managed. LMS integration is not currently supported for team-based delivery, as it does not allow for the flexible login structure required to support team-based participation (e.g., shared or role-based credentials).
❓ Do you want teams to self-register, log in anonymously, or will you manage a pre-assigned roster with named teams?
➡️ If you will manage a pre-assigned roster with named teams, we recommend following this Use-Case:
Pros & Cons of Admin-Managed Enrollment (Controlled Roster)
Pros & Cons of Admin-Managed Enrollment (Controlled Roster)
Admins set up user accounts and assign learners to sessions manually.
✅ Pros
Tightly Controlled Access: Only pre-approved learners can join. Ideal for closed cohorts or sensitive content.
Data Accuracy: Cleaner user data (e.g., correct names, emails, roles) as entered by admins.
Supports Fixed Roster Cohorts: Ensures all required participants are enrolled—great for compliance or role-specific training.
Streamlined Session Planning: Easy to plan facilitator support, track attendance, and assign pre/post work.
Higher Security & Privacy: Better fit for secure environments or IP-sensitive simulations.
⚠️ Cons
Higher Admin Load: Manual setup takes time, especially for large groups.
Less Flexible: Late additions or last-minute changes can be cumbersome.
Dependency on Admin Availability: Learners must wait for admin to register them.
Click the arrow to explore the Pros & Cons!
* If your organization has SSO authentication enabled, this use-case is not an option. Self-registration (below) will be required for team-based courses.
➡️ If you will have teams self-register and choose their team name, we recommend following this Use-Case:
Pros & Cons of Team Self-Registration
Pros & Cons of Team Self-Registration
Learners use a registration link to sign themselves up for a course or session.
✅ Pros
Time-Saving for Admins: Reduces manual enrollment tasks.
Flexible & Scalable: Learners can join anytime—ideal for open cohorts or last-minute roster changes.
Fast Access for Learners: No need to wait for admin approval.
Good for Optional or Elective Courses: Works well for drop-in sessions or “open enrollment” use-cases.
⚠️ Cons
Less Control Over Access: Anyone given the link could potentially register.
Risk of Incomplete or Inaccurate Data: Learners may mistype names or emails (greatly limited if using SSO).
Harder to Enforce Cohort Participation: You might not know who’s registered unless tracking closely.
Duplicate Accounts: Learners might accidentally register multiple times with different credentials.
Click the arrow to explore the Pros & Cons!
➡️ If you will have teams access the course anonymously, then you'll want to follow this Use-Case:
Pros & Cons of Anonymous Login
Pros & Cons of Anonymous Login
✅ What is it?
With Anonymous delivery, participants access the course via a direct link—no login, email, or password required. It's currently the only way to access SimGate without creating an account.
💡 Benefits
Frictionless Access: Learners (individuals or teams) can join instantly via a direct URL
No Personal Data Collected: Great for privacy-sensitive audiences or low-stakes content
Lightweight Tracking: Answer choices and progress status are still captured in reports (as “Anonymous User”)
Works with Team Mode: Teams can still collaborate using shared anonymous credentials
⚠️ Tradeoffs
No User-Specific Tracking: No names, emails, or personal identifiers are collected
No Bookmarking: Learners cannot resume where they left off
Session Required: You must create a session in the dashboard to use Anonymous delivery
Not Compatible with Sessionless Links: These are two distinct delivery methods—you can’t combine them
👇 Use Anonymous Delivery When:
You’re offering drop-in or optional learning sessions
You're running public-facing or awareness-building content
You want a fast and privacy-friendly access method
You don’t need to track individual learner names, emails, or progress over time
Click the arrow to explore the Pros & Cons!
FAQ
When should I use Anonymous course delivery in SimGate for Asynchronous Individual courses?
When should I use Anonymous course delivery in SimGate for Asynchronous Individual courses?
✅ What is it?
With Anonymous delivery, participants access the course via a direct link—no login, email, or password required. It's currently the only way to access SimGate without creating an account.
💡 Benefits
Frictionless Access: Learners (individuals or teams) can join instantly via a direct URL
No Personal Data Collected: Great for privacy-sensitive audiences or low-stakes content
Lightweight Tracking: Answer choices and progress status are still captured in reports (as “Anonymous User”)
Works with Team Mode: Teams can still collaborate using shared anonymous credentials
⚠️ Tradeoffs
No User-Specific Tracking: No names, emails, or personal identifiers are collected
No Bookmarking: Learners cannot resume where they left off
Session Required: You must create a session in the dashboard to use Anonymous delivery
Not Compatible with Sessionless Links: These are two distinct delivery methods—you can’t combine them
👇 Use Anonymous Delivery When:
You’re offering drop-in or optional learning sessions
You're running public-facing or awareness-building content
You want a fast and privacy-friendly access method
You don’t need to track individual learner names, emails, or progress over time
🔧 How to Set It Up
Admins or facilitators can generate an anonymous access link directly in the Session Actions menu of any created session. Learn how to set up a session →
When might I use Admin-Managed course delivery in SimGate for Asynchronous Individual courses?
When might I use Admin-Managed course delivery in SimGate for Asynchronous Individual courses?
In this setup, admins manually create user accounts and assign learners to sessions. While it requires more setup effort, this method can be the best fit in situations where control and precision are key or you don't have access to an LMS system to help manage the course.
Review the pros and cons below to help determine if this approach is right for your course:
✅ Pros
Tightly Controlled Access: Only pre-approved learners can join. Ideal for closed cohorts or sensitive content.
Data Accuracy: Cleaner user data (e.g., correct names, emails, roles) as entered by admins.
Supports Fixed Roster Cohorts: Ensures all required participants are enrolled—great for compliance or role-specific training.
Streamlined Session Planning: Easy to plan facilitator support, track attendance, and assign pre/post work.
Higher Security & Privacy: Better fit for secure environments or IP-sensitive simulations.
⚠️ Cons
Higher Admin Load: Manual setup takes time, especially for large groups.
Less Flexible: Late additions or last-minute changes can be cumbersome.
Dependency on Admin Availability: Learners must wait for admin to register them.
What are the different Learner Access Types and Authentication options for a SimGate Delivery?
What are the different Learner Access Types and Authentication options for a SimGate Delivery?
Possible combinations…. |
Access course through LMS
|
Access course through Sim/Project URL (direct link) / Admin Set-up
|
Self-Registration - Access the course through Sim/Project URL (direct link)
|
Sessionless Login - Access the course through a uniquely generated Sessionless login URL for the project
|
Anonymous Login - Access the course through a uniquely generated Anonymous login URL for the project
|
Access the course through SimGate Dashboard
|
Authentication Flow: LMS vs SSO vs Direct Link
SCORM/LMS Authentication Flow:
The user logs into the LMS.
The user clicks a link in the LMS.
The LMS sends the email, first name, and last name to our system and opens the course.
The user is logged into SimGate automatically and proceeds through the course.
Data is captured in both the LMS and SimGate Dashboard (Overview: Dashboard Facilitator & Admin Reports + Examples link explains the data captured automatically in the dashboard)
SSO Authentication Flow:
The user opens the course link at "client.regis-co.com/project" (your custom URL)
The user clicks a "Sign with Google/Microsoft/etc..." button
The user is redirected to the sign-in page for your selected provider and signs in with their company account. This step is entirely in your control, and Regis has no control or knowledge of the user's account yet.
Your provider (Google, Microsoft, etc...) sends the user's email, first name, and last name to our system and redirects the user back to the course.
The user is logged into SimGate automatically and proceeds through the course.
Data is captured in the SimGate Dashboard (Overview: Dashboard Facilitator & Admin Reports + Examples link explains the data captured automatically in the dashboard)
Direct Link Authentication Flow:
The user’s email, first name, and last name are added to our system by an administrator as a “User” in the dashboard (manual or bulk upload) and they are assigned to a specific course session (session must be created first).
The user opens the course link at "client.regis-co.com/project" (your custom URL)
The user signs in with their company email and password.
The user's password can be set in 3 different ways:
By the admin when creating the user
By sending the user a welcome email and having them click the link
By having them use the password reset feature
The user is logged into SimGate and proceeds through the course.
Data is captured in the SimGate Dashboard (Overview: Dashboard Facilitator & Admin Reports + Examples link explains the data captured automatically in the dashboard)
Our organization has SSO authentication enabled, how does this impact our delivery set up in SimGate?
Our organization has SSO authentication enabled, how does this impact our delivery set up in SimGate?
If your organization has SSO authentication enabled, self-registration is required for team-based courses and recommended for individual, non-LMS asynchronous courses. Here is additional information about SimGate and SSO:
