LMS v4 features a Hybrid Authentication Model, enabling clients to support multiple authentication methods for their Users. Administrators can now configure supported authentication methods: Single Sign-on (EntraID (Azure AD), ADFS, or OKTA), Username and Password, or Both using the Setup Authentication option.  

The Authentication method can be configured directly from the Settings page.

1.Navigate to Settings > and select Setup Authentication.

2.Select Authentication to display the Authentication Methods page.

Authentication Methods

3.Select the desired authentication method: Username and Password, Single Sign-on, or Both.

4.Click Save, and complete the configuration for the selected method.

When the Username and Password Authentication method is enabled, Users will be prompted to sign in with their Username and Password.

1.Enter Username and Password.

2.Select Sign In to sign in to the LMS.

Use the Forgot credentials? link to reset the password.

Clients who have upgraded to LMS v4 will now have the ability to configure and manage their Single Sign-On credentials directly under the SSO Provider tab (Azure, Okta, or ADFS) of the Setup Authentication tool. For clients on LMS v3,  SSO details are provided to Intellek and the configuration is handled on your behalf.

1.Navigate to Settings > and select Setup Authentication.

Setup Authentication

2.Click Authentication to expand the menu.

3.Select Single Sign-on and complete the SSO Provider details.

4.Click Save, then use the left navigation menu to return to the Home page or any other page to exit Settings.

With the Username and Password or Both Authentication method, Administrators can enable account self-creation on the Sign In page. When this option is activated, Users will see a Create Account link on the Sign In page.

Administrators can enable the Account Self Creation option under Users > Settings and decide whether account creation requires approval. Additionally, they can define which fields Users must complete during account setup through the Forms Configuration.

From the Users page:

1.Click the 3-dot Options menu and select Settings.

2.Select Setup Account Self-Creation then click Account Self-creation to expand the menu.

Setup Account Self-Creation

3.Configure the Enable account self-creation option by changing the slider position to the enabled position. When enabled, this option will display the Create Account link on the Sign In page.

Disabled / Enabled 

4.Modify the Approval Required settings to determine whether a User needs approval to create an account. Enable the Approval Required option using the slider, then configure the preferred Approval Request Email options:

a.Do not send: No email will be sent to the Administrators. Approvals will be managed through the Approvals card on the administrator's dashboard.

b.Send to the system administrator.

c.Send to a specific email address: Input an email address account approvals will be sent to.

5.Form Configuration is used to determine which fields Users must complete during account setup. Fields can be marked as Required, Optional, or Hidden from the account setup form. Adjust the defaults as needed and Save the changes.

Form Configuration

LMS Administrators can access another User's account using the Assume Identify feature, available from the My Profile page. This feature enables administrators to view the LMS as if they were another User, helping with tasks like troubleshooting or testing Course and Path assignments, dashboard configuration, and more. LMS Administrators are granted this permission by default, and other Users can be granted access through a custom Security Profile that includes the Users - Assume Identity permission.

Security Profile - Users - Assume Identity Permission

Assume Identity

1.Navigate to the My Profile Page.

2.Click the Assume Identity button to open the Select User dialog.

My Profile - Assume Identity

3.Enter search terms for the User in the Select User search field. Administrators can search by first name, last name, user identifier or email address. The LMS filters the Users displayed to match the search terms.

4.Select a User from the list.

5.The LMS changes the Identify Section to show the administrator has assumed the identity and displays the Revert identity banner.

Revert Identity

When an administrator assumes the identity of a User, the LMS displays the Revert identity banner.

Revert Identity

1.Click the Revert Identity button from the banner to close the User Session for the assumed User.

2.The LMS will hide the Revert Identity banner and reload the LMS page with the Administrator information.