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Overview: Learner Access Session Types, Authentication and Log-in Settings
Overview: Learner Access Session Types, Authentication and Log-in Settings
Updated over 4 months ago

Authors can decide which types of sessions their project supports and how participants can log in to the published project.

In the Studio Settings tab, Authors can choose which settings their project supports.

These settings define your selected session types and the sign-in approaches participants will use after you publically release your project.
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Screenshot 2023-05-08 at 3.14.00 PM

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.

NOTE: After enabling either of these sign-in features, Admins or Facilitators can generate a unique access link using Session Actions within the session via the SimGate Dashboard.

Screenshot 2023-03-02 at 9.30.04 PM

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.

NOTE: Settings must be enabled within SimGate Studio, at the project level, in order to be able to edit them at the session level.

Settings per Participant Login Use-Case

Possible combinations….

Access course through LMS

  • Log into LMS

  • Launch course via LMS (requires SCORM package)

  • Completion status sent to LMS

    • NOTE: via SimGate Dashboard - Data collected and viewable (to Admins + Facilitators): Progress status, answer choices on Decision Report, and Author-created reports

  • Team or Individual, Virtual or Live

Access course through Sim/Project URL (direct link) / Admin Set-up

  • The session is created by Admin, and specific users added to the session via the dashboard by the administrators

  • Log in using email + password provided by an administrator (PW can be changed after login)

  • Data collected and viewable via Dashboard (to Admins + Facilitators): Progress status, answer choices on Decision Report, and Author-created reports

  • Team or Individual, Virtual or Live

Self-Registration - Access the course through Sim/Project URL (direct link)

  • The session is created by Admin, users do not need to be added to the session via the dashboard.

  • Log in using self-registration, user chooses email + password

  • Data collected and viewable via Dashboard: Progress status, answer choices on Decision Report, and Author-created reports

  • Team or Individual, Virtual or Live

Sessionless Login - Access the course through a uniquely generated Sessionless login URL for the project

  • Sessions are NOT created in the dashboard)

  • Admin generates a unique access link via the Project Settings Tab in Studio

  • Login options: Users login using self-registration (user chooses email + password) OR email + password provided by the administrator

  • Data collected and viewable via Dashboard (to Admins + Facilitators): NONE. No reports, user states or personal data is available nor can be managed by the dashboard.

  • Team or Individual, Virtual or Live

  • Note: You cannot currently do BOTH Anonymous and Sessionless at the same time. Anonymous can track how many people have logged in, but sessionless cannot.

Anonymous Login - Access the course through a uniquely generated Anonymous login URL for the project

  • The session is created by Admin and generates a unique access link using Session Actions within the session.

  • No sign-in with personal information is required.

  • Data collected and viewable via Dashboard (to Admins + Facilitators): Progress status and answer choices are still collected, however, everyone shows up as an “Anonymous User” on Decision Report and Author-created reports. No personal information is available.

  • Team or Individual, Virtual or Live

  • Note: You cannot currently do BOTH Anonymous and Sessionless at the same time. Anonymous can track how many people have logged in, but sessionless cannot.

Access the course through SimGate Dashboard

  • The session is created by Admin, and specific users added to the session via the dashboard by the administrators

  • Log in using email + password provided by an administrator (PW can be changed after login)

  • Users see all available enrolled courses

  • Choose a course to launch directly from the dashboard

  • Data collected and viewable via Dashboard (to Admins + Facilitators): Progress status, answer choices on Decision Report, and Author-created reports

  • Team or Individual, Virtual or Live

Authentication Flow: LMS vs SSO vs Direct Link

SCORM/LMS Authentication Flow:

  1. The user logs into the LMS.

  2. The user clicks a link in the LMS.

  3. The LMS sends the email, first name, and last name to our system and opens the course.

  4. The user is logged into SimGate automatically and proceeds through the course.

  5. 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:

  1. The user opens the course link at "client.regis-co.com/project" (your custom URL)

  2. The user clicks a "Sign with Google/Microsoft/etc..." button

  3. 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.

  4. 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.

  5. The user is logged into SimGate automatically and proceeds through the course.

  6. 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:

  1. 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).

  2. The user opens the course link at "client.regis-co.com/project" (your custom URL)

  3. The user signs in with their company email and password.

    1. The user's password can be set in 3 different ways:

      1. By the admin when creating the user

      2. By sending the user a welcome email and having them click the link

      3. By having them use the password reset feature

  4. The user is logged into SimGate and proceeds through the course.

  5. Data is captured in the SimGate Dashboard (Overview: Dashboard Facilitator & Admin Reports + Examples link explains the data captured automatically in the dashboard)

Related Articles
FAQ: SCORM + your LMS Questions
Overview: SimGate Platform User "Access" Levels and Permissions
Overview: User Authentication Flow for LMS vs SSO vs Direct Link (for Learners)
How to: Create a Self-Registration Session and URL for Individual Learner Access
Compilation: Deployment & Delivery Resources and Example Docs
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