Allow Teams to self-register for their course and choose their Team name through a direct URL!
Team Self-Registration Login Details
Make team login easy through self-registration!
Access the course through a direct link (URL) that is specific to the project
Available for Teams (or Individuals), Virtual or Live Sessions
Teams choose their login email + password through the "sign in" feature
Teams choose their "Team name" through the "sign in" feature (which shows up in their course and reporting)
A session is created by an Admin, however, teams do not need to be added to the session via the dashboard ahead of tiem
Data is collected for all Teams and viewable via the Dashboard:
Progress status
Answer choices on the Decision Report
Author-created reports
🌳 Curious about other Login Options? Check this out:
DIY STEPS
Settings in Studio
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 "Team" and "Self-registration" options 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.
Release and Publish!
Ensure you publish (or republish) the project to the Public Site to capture the changes in your settings.
Dashboard Admin Set Up
Creating a Team Self-Registration Session
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: Teams (this is pulled from your Studio Project Settings)
Enable "Self-registration"
Enable "Participants can create new teams"
Enable "Participants can rename teams"
Max number of teams is optional
Facilitators: Add now or add later
Teams: Optional
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
Generate the Self-Registration Link
After creating and saving the session, the admin or facilitator can generate a unique access link for the Session.
To locate the self-registration link, in the Dashboard, find your Active session via the main Sessions screen.
Enter your session via the three dots ellipsis, and click OPEN. 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
Copy the link!
A unique self-registration link is created that will be shared with the ‘team lead’ who will login on behalf of their team during the delivery.
Team Login for Self-Registration
Non-SSO Login:
'Team Lead' goes to their unique self-registration link.
They will see a Create Account modal.
'Team Lead' 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:
Team Lead goes to their unique self-registration link.
'Team Lead' uses their SSO to log in.
Skip to next step - Team self-naming. (When using SSO, they will not see the below two screens and instead will be shown the screen to create their team name immediately after login.)
They would then see a Sign Up Successful message. Select the Continue button to go to the team selection modal.
Team Self-Naming
A Sign In modal will appear which will display the session and project name. Select the New Team button.
Enter their chosen Team Name and select Create and Register.
The Team is then automatically added to the Dashboard under their chosen name.
NOTE: Any team that has been created can be seen in the Team dropdown (after the first team has been created). Participants should NOT select any team in that dropdown as it is a Team Based Sim and only one user should be assigned to a Team.
