Make it easier on your administrators! Allow Participants to self-register for their course through a direct URL.
What is it?
Authors and Administrators can choose how participants (and teams) log in to a published project to access their course. One way to do that is through self-registration.
Self-Registration Login Details
Access the course through a direct link (URL) that is specific to the project
Available for Teams or Individuals, Virtual or Live Sessions
User chooses their email + password through the "sign in" feature
An Admin creates a session, however, users do not need to be added to the session via the dashboard.
Data is collected for all users and viewable via Dashboard:
Progress status
Answer choices on Decision Report
Author-created reports
🌳 Curious about other Login Options? Check this out:
DIY STEPS
First, ensure your "Sign-in settings" in your Project allow for Self-Registration.
In the Studio Settings tab, you can choose which settings your project supports - toggle the "Self registration" option to ON (highlighted orange).
These settings define your selected session types and the sign-in approaches participants will use after you publically release your project.
Next, go into the SimGate Dashboard.
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 (see picture below):
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
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: Individual (this is pulled from your Studio Project Settings)
Enable "Self-registration"
Facilitators: Add now or add later
Tags: Optional
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.
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
Locating the Self-Registration Link for Learner Access
To locate the self-registration link, in the Dashboard, find your Active session via the main Sessions screen.
Enter into your session via the three dots ellipsis, click OPEN, and this will bring you to the screen with the tools necessary to advance participants through rounds, reset them, access facilitator reports, and access the Self-registration link.
Click on Session Actions drop-down in the upper right and then choose View Self Registration Link
A pop-up box will appear with the session details, which includes the Self-Registration Link.
Copy the link! Now you can use this link for your participants to self-register and access the course.
‼️ NOTE: The Regis SimGate Dashboard is recommended to run on a regular-sized laptop or desktop monitor using an Edge or Chrome browser. This is recommended for an optimized experience and to ensure everything runs smoothly.
Participant Login for Self-Registration
Non-SSO Login:
Participant goes to their unique self-registration link.
They will see a Create Account modal.
Enters First & Last Name, Email address and a password of thier choice.
Ensure they remember/write down their password so they can access the course if they time out or log out.
Select the Sign Up button to create the account.
SSO Login:
Participant goes to their unique self-registration link.
Participant uses their SSO settings to log in.
Participant skips to next step - Team self-naming. (When using SSO, they will not see the below two screens and instead will be taken directly to the "SIGN IN" screen that displays the course name immediately after login.)
They would then see a Sign Up Successful message. Select the Continue button to go to the team selection modal.
A Sign In modal will appear which will display the session and project name. Select the Register button.
The participant is then automatically added to the Dashboard under the provided name.
