Workshops

A workshop is an event that your users join to participate in a group activity, such as a simulation or a game.

Workshops are identified to users by the name of the organization running the workshop and the event name. You must add users to a workshop to allow them to participate in a simulation.

Important

Workshops are only available in team projects.

Learn more

Workshops are implemented in the JS libraries as groups.

Let's talk about how you create and manage workshops.

Access your workshops

1. Open a project.
2. On the left, click Workshops.

Create workshops

To create a workshop:

1. Go to the Workshops page.
2. Click Create Workshop.
   
3. Enter the name of the organization running the workshop and the workshop's event name.
   
4. Expand More options to set optional parameters if needed.
5. Click Create Workshop.

note

The workshop name is generated automatically. If necessary, you can edit the Workshop Name field. This is an internal identifier and should be unique.

It's a good idea to make the event name descriptive to give users a sense of what the event is about.

Optional parameters

Under More options, you can set these additional parameters for the workshop:

• A limit to the number of participants
• A limit to the number of runs a user can participate in during the workshop.
• The day when the workshop results should be permanently deleted.

Update workshops

To update a workshop:

1. Open the Workshops page.
2. Find the workshop in the table.
3. Click the organization name, the event name, or the workshop ID.

User types

There are two types of users in a workshop:

• Participant: a regular user who can play the game and see their own results.
• Facilitator: helps run the game. Can view results for the entire workshop, assign scenarios, open and close the game for play.

Add users

Important

Before you add users, check or update the password complexity rules for your organization.

tip

If you need to add your Epicenter admins to workshops as users, you must enable username duplication in organization settings.

To add users, create a new workshop, or open an existing one from the Workshops page. The User Details page opens.

Here you have the following options for adding users.

One at a time

1. Click Add User.
2. Enter a user name.
3. Click Continue.
4. Enter the user details.
5. Be sure to select the user type: Participant or Facilitator.
6. Click Add User.

Import a spreadsheet

1. On the User Details page, click Import From Spreadsheet.
2. If you don't have a user spreadsheet, click Download Template above the dashed-line box.
3. Click Click to browse or drag and drop a spreadsheet file in the box.
4. Be sure to select the user type for each user: Participant or Facilitator.
5. Click Add Users to Workshop.

Existing users

If your spreadsheet contains an existing username, the record is treated as an existing user. You can update their details or keep the original.

For example, if your spreadsheet contains an existing username with a new password and last name:

• Choose Use New: The user is added to the workshop, and the password and last name are updated.
• Choose Keep Previous: The user is added to the workshop, but the old password and last name remain.

Errors in spreadsheet

If the user details contain errors, you are prompted to fix them.

1. Edit the field(s) that require correction.
2. Click Try Again.
3. If all looks good, click Add Users to Workshop.

Invite by email

To send an invitation to participate in a workshop:

1. Click Invite by Email.
2. Enter the email address and the user's first and last names.
3. Click Invite User by Email.

Accepting an invitation

The invited user receives an email with a link to confirm the email address and complete the registration.

1. Click the confirmation link in the email.
2. Create a password.
3. Click Complete Registration.
4. On the confirmation page, click the project link to get started.

Allow self-registration

To allow users to register themselves by following a link:

1. Click Configure Self-Registration.
2. Under Self-Registration is Enabled, select Yes. The form expands.
3. Select a pre-approval requirement option.
4. To invite users to self-register, send them the link displayed under Self-Registration URL.
5. Click Save.

tip

You can always access the self-registration URL again by clicking Configure Self-Registration on the workshop's User Details page.

Registering for a workshop

When you follow the self-registration link:

1. Enter your email address.
2. Click Send Email Message.
3. Follow the confirmation link in the email.
4. Fill out the registration form.
5. Click Complete Registration.
6. Click the project link to access the workshop you have been invited to.

Remove users

To remove users:

1. Select users in the list.
2. Click Remove Selected User(s) from Workshop.

Important

This removes the user from the workshop, but does not delete the user from your organization.

Workshop settings

To edit workshop settings:

1. From the Workshops page, open a workshop for editing.
2. At the top, click Workshop Settings button.

Delete workshops

To delete a workshop:

1. Open the Workshops page of your project in Epicenter.
2. Select the workshop.
3. Click Delete Selected Workshop(s) under the search box.
   
4. Click OK.
   

Important

Any users who were part of the deleted workshop remain in the organization. To learn how to delete users, read Delete users.