This guide will help you navigate the setup of any SimGate Program.
The dashboard is the entry point that allows you to manage and facilitate the sessions.
Landing Page: Includes Sessions, Users, Enrolled Sessions, and Support
Roles and Permissions: Roles include administrators, facilitators, and participants
Administrators and Super Administrators own the overall setup and management of the course
Administrators have a view of all sections you see on the landing page.
Only super admins can create other admins, facilitators, or sessions.
Facilitators craft and deliver the courses. Facilitators will have access to Sessions they belong to, the Users who are part of their sessions, and their own enrolled sessions.
Participants will only see the Enrolled Sessions that they have been assigned to
Profile: You can set up your profile from this page.
How to Quickly Get Back to the Landing Page: Selecting the Mastercard icon will bring users back to the landing page.
Search feature available
Logging into the Dashboard
Open a Chrome browser
The Dashboard is optimized for Google Chrome. If you are using another browser, errors may occur.
Login + Password:
Your URL: yourcompanyname.regis-co.com Your work email address
Default PW: Simulation123! (You can change this at any time)
Start Here! 3-minute Video Tutorial: Meet Your Admin Dashboard
GDPR Privacy Notice
After the user logs in, they get a privacy notice that discloses the type of data collected and its use. Click Accept to agree.
Dashboard View
Setting Up Your Profile
To create your profile, click on your name in the upper right, and choose Profile from the drop-down. Complete the pop-up form and click Save.
Accessing Users
When you log in to the dashboard, click on USERS.
USERS = Admins, Super Admins, Facilitators, Teams & Participant
Start Here for a User Overview! 10-minute Video Tutorial:
Permissions
Super Admin access is granted by Regis. 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
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 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
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 are individuals participating in a simulation with a unique User ID and Password. Admins and Super Admins can update login credentials.
Adding and Managing Users
To create a new user, go to the + 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.
Need help?
Start the Video Tutorial at 1:14: Users (View, Create, Edit, & Set Permissions)
Teams
To create a new “Team” user, you will essentially create a fake/anonymous user so teams can access and go through the sim as a group (vs. individual participants.)
Start by going to the + button in the upper right, then click on New User in the dropdown.
Fill in your team “user” details in the entry boxes (see details below in notes). You will do this for all teams in your session. Click Save when finished.
Admins
To add an administrator, choose the User option on the dashboard. Select the + icon in the upper right and select New User. Complete administrator information (details below in notes).
Click save when finished.
IMPORTANT! Permissions must be set for Admins! Select the name of the program.
Adding Users via Bulk Upload
To bulk upload new users go to the + 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!
Need to add lots of users at once?
Start Video Tutorial at 7:05!
Users (View, Create, Edit, & Set Permissions)
Search for Users and their Details
To sort users, click on the appropriate filter category at the top of the list.
To search for a specific user, click on Search and enter their name. Select the user from the provided list. Click on the three-dot menu to the right to see the user’s details.
Searching for Users or need to see or edit their details?
Start the Video Tutorial at 4:30!
Users (View, Create, Edit, & Set Permissions)
Assist Users in Resetting Passwords
Search for and find a specific user using the method in the previous slide. Click on the three-dot menu to the right to see the user’s details. Select “Send password reset email” from the drop-down menu.
Need to help a user reset their password?
Start the Video Tutorial at 10:15!
Users (View, Create, Edit, & Set Permissions)
Note: This does NOT work for fake/anonymous users as those emails are fake.
Sessions
You will use the session feature in the dashboard to set up your Simulation (and pre- and post-assessments when applicable) and manage course delivery.
Accessing Sessions
When you log in to the dashboard, click on SESSIONS.
Sessions are used for course delivery.
You will use the Session feature to set up your Simulation sessions.
Admins have access to view upcoming, active, or completed sessions.
Course delivery can come in many formats, and the admin dashboard will support them all (asynchronous, on-demand, or facilitator-led)
Admins have access to:
View active, upcoming, or ended sessions
Can easily see the progress of your simulations
View counts and details for active, upcoming, and ended sessions.
Video: Session Overview!
5-minute Video Tutorial: Sessions (View, Create, & Edit)
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
Creating a new session
To create a new session, go to the + button in the upper right, then click on New Session in the drop-down.
Fill in your new session details in the entry boxes. (See registration settings below)
IF your project is NOT showing up in the dropdown under "SIMULATION", please make sure both items noted above in the yellow call-out box are "true".
Click Save when finished.
Creating a new session? Start the Video Tutorial at 2:08! Sessions (View, Create, & Edit)
Session Registration Settings
These settings determine how users will access their sessions. You will turn these settings on or off for each specific session created.
NOTE: These settings must be enabled within SimGate Studio, at the project level, in order to be able to edit them at the session level.
Session Type:
Individual: Participant goes through the experience, and makes decisions on their own.
Team: The team goes through the experience and makes decisions as a group, one team member signs in.
Sign-in settings:
Self-registration: Participants and team members access the experience without being added in advance 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 (which also means no tracking or bookmarking for the session).
NOTE: After enabling either of these sign-in features, Admins or facilitators can generate a unique access link using Session Actions within the session.
Creating your Anonymous Users Access Link
Currently, the only way to access our system without any kind of login (email + PW) is to create an anonymous link through the dashboard.
First, in your project in Studio...
The “Settings” in Studio are used to indicate which type of log-in the project supports/allows.
To enable anonymous access, you must first enable it through the sim settings in Studio under “Sign in settings”
NOTE: Your project will need to be published to the public link in order to move on to the next step and set up a session in the Dashboard.
Next, in Dashboard...
Create a session in the dashboard for that project and make that session an anonymous session by toggling “Enable Anonymous Access” to ON (orange toggle).
To access the link:
After creating the session, open the session and the anonymous link can be viewed under the Session Actions.
Choose “View Anonymous Access Link” and a pop-up box will appear with a link to copy and share.
Paste the link in a new Chrome Browser window.
Click “Sign In” and it takes you directly to the simulation for your user to begin - no email login or password required!
You can now share this link with stakeholders or learners to take your course!
Creating Teams Within A Session
Follow these five easy steps to create a new team within a session!
STEP 1
Select the + icon above the TEAMS header.
STEP 2
Select Add Team.
STEP 3
Enter the Team Name
NOTE: The team name should correspond to the “Team User” you set up previously. It’s helpful to use a group/table number system e.g., Village 1, Team 1, Team A, Team Blue, etc.
STEP 4
Select + Add New Team
STEP 5
Select Add
Repeat for all teams in the session.
Adding Team “Users” to the Teams within your Session
Search for and find a specific session.
Click on the three-dot menu to the right to see session details. Select “Open” from the drop-down menu.
Select the three-dot menu next to your first team. Select “Edit” from the drop-down menu.
Select + add Team members
and search for the team you created when adding users. Select the team and repeat this process for each team included in your session.
Confirm Session Setup
Congratulations! You now have your session and teams set up.
You can confirm your setup is complete by selecting sessions, searching for your session, and selecting the drop-down arrow to see additional details.
Enrolled Sessions for Participants
When you log in to the dashboard, click on ENROLLED SESSIONS.
Think of this as the learning hub for participants where they can see any courses they are scheduled to take or have taken.
Start Here for an overview of what participants can access!
2-minute Video Tutorial: Enrolled Sessions (for participants)
