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 sign in using the credentials created directly in the LMS. These accounts are authenticated by the LMS itself, not through your organization's network or SSO. Users will be prompted to sign in with their LMS Username and Password. This authentication method is commonly used for external Users who do not have a network account but still require access to LMS content.

Username and Password Sign In 

Users can click the Forgot credentials? link to reset the password. See Password_Requirements

Account Self-Creation Setup

With the Username and Password Authentication method, Administrators can allow Users to create their own account through self-registration. When this option is enabled, Users will see a Create Account link on the Sign In page. Administrators enable Account Self-creation in the Setup Authentication settings and choose whether approval is required to create an account.  new self-created accounts require approval. They can also use Forms Configuration to define which fields Users must complete during account setup.   Enable Account Self-Creation 1.From the left main menu, select Settings > Setup Authentication. 2.Select Account Self-creation then toggle the slider button to the ON position . Approval Requirements Modify the Approval Required settings to determine whether self-created accounts must be approved. 1.Enable the Approval Required slider, then configure the preferred Approval Request Email option: •Do not send - No email will be sent to Administrators; approvals will be managed through the Approvals card on the Administrator dashboard. •Send to the system administrator - Sends approval notifications to the system administrator. •Send to a specific email address - Enter an email address to receive approval notifications. Form Configuration Use Form Configuration to specify which fields Users must complete during account setup. Fields can be set as Required, Optional, or Hidden. Adjust the defaults as needed, then Save your changes. 1.Check the desired default, (Required, Optional, or Hidden) for each of the listed fields to appear on the account creation form. 2.Scroll down to Save the changes. Form Configuration Custom Learner Data Fields The six new custom data fields are available for those using Account Self-Creation and can be displayed on the Account Self-Creation page to allow for the collection of additional information. Administrations can determine if the fields are display as optional or required. In addition, User Address fields and User Profile is available to the Account Self-Creation page. Adding Custom fields to Account Self-creation Administrators determine which of the custom data fields are included on the Account Self-creation page and if the fields display as optional or required. 1.Navigate to Settings > Setup Authentication 2.Select Account Self-creation a.If required, enable account self-creation. 3.In the Form Configuration section, scroll to the new custom learner data fields and adjust the options to determine if each field is Required, Optional, or Hidden.   Administrators also have the option of including the User Address fields and the Profile field on the Account Self-creation page to collect this information from Users during the account creation process.

Clients who have upgraded to LMS v4 can now configure and manage their Single Sign-On credentials directly within the SSO Provider tab (Azure, Okta, or ADFS) of the Setup Authentication tool. For clients still 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.

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.