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Get Started: SimGate Portal Basics
Updated over a year ago

Logging into Portal

Open a Chrome browser

  • The Dashboard is optimized for Google Chrome. If you are using another browser, errors may occur.

  • Login + Password:

    • Your enterprise URL: Ex. "yourcompanyname.regis-co.com/portal/"

    • Your Personal Login: Your work email address

    • Your PW


Projects and Folders

On your Portal HOME screen, you can create a new project or navigate to your 3 most recent projects

  1. And on the bottom right of the screen, navigate to All Projects

In the ALL PROJECTS view, use the left-hand navigation to find your projects and folders…

  1. Enterprise projects (All access for all team members)

  2. My Projects (Private personal folder)

  3. Starred projects (Your favorites)

  4. Recent projects

  5. Shared with me projects (Other's private projects directly shared with you)

  6. Archived Projects (Project no longer in use - can be un-archived)

You can also create folders by clicking on the top right “Create folder” icon


Start a New Project

Select New Project from the top navigation of the Home Screen

OR

Select + Project from the “Choose the Experience You will Create” from the Home Screen and you will be taken to SimGate Studio to begin authoring your project.

Edit an Existing Project's Name and Description, Upload a Project Image, or Archive the Project

  • Select All Projects from the Home Screen

  • Click on the name of the project

  • Select the Edit Pencil Icon in the upper right

  • Edit the Project Name, Project Description, Upload a Project Image, or Archive the Project


Move, Share, or Duplicate

  • For any project, you can click the 3 dots to view a number of options such as:

    1. Edit in studio

    2. View and edit details

    3. Duplicate

    4. Move

    5. Archive

Move your project between Folders

Click the 3 dots in the upper right of your project and choose MOVE.

A pop-up will prompt you to move it to the folder of your choice - You can choose your enterprise folder or other folders that you have set up. To set up a new folder - choose the folder icon with a + on it!

Share your private "My Projects" with a colleague

Click the 3 dots in the upper right of your project and choose SHARE.

A pop-up will prompt you to Invite another user - they must be users already set up in the SimGate platform. In the bar, search for their name or email, when it pops up, choose them.

All Collaborators that have access to a project will also be listed below.

Duplicate a Project


PROJECT QUICK LINKS

Access Quick Links to Open Projects in Studio

To access SimGate Studio to author a project, select the Project from the All Projects screen and select Studio under Quick Links.

  • NOTE: You can also open the project directly from the All-Projects screen by clicking on the project picture and that will launch the project in Studio in a new window.

Access Quick Links Preview

The Preview option provides the author visibility to the Learner Simulation Experience.

The quickly preview a simulation experience for a given project, select the Project from the All Project screen and select Preview under Quick Links.

Screen Shot 2023-01-11 at 1.33.19 PM

Access Quick Links Releases

Releases are displayed in SimGate Studio and provide the user access to a project's history, including the most current release and which release is live in Production.

To quickly access the releases for a given project, select the Project from the All Project screen and select Releases under Quick Links

Access Quick Links Users

The user display represents the number of users who have access to the simulation once it is published and live in production.

To quickly access users who have access to a given project, select the Project from the All Project screen and select Users under Quick Links. You will be granted access to SimGate Dashboard, and a list of users will be displayed.

Screen Shot 2023-01-11 at 1.35.24 PM

Access Quick Links Sessions

The Session display represents the number of Sessions lives in production for a given project.

To quickly access sessions for a given project, select the Project from the All Project screen and select Sessions under Quick Links. You will be granted access to SimGate Dashboard, and a list of Sessions will be displayed.


Archive a Project

Please note that when a project is Archived…

  • The project will not be editable in Studio and will no longer appear in Portal searches.

  • All Dashboard sessions using this project will be automatically archived, and participants and teams cannot access those sessions.

  • All Dashboard sessions and data will be restored to their current state if the project is unarchived.

Archiving a project:

  • Select All Projects from the Home Screen in the lower right-hand side

  • Select the name of the project you want to Archive

  • Select the Edit Icon

  • Select Archive Project

  • Confirm you want to Archive your Project

Access Archived Projects

  • Select All Projects from the Home Screen

  • Select Archived Projects


Getting Help

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