User Login Experience (2024)

Percipio guides users through logging in depending on how they have their site configured.

First-time login options

Step 1: Depending on how you configured Percipio, users enter either corporate credentials or Percipio credentials to log into Percipio.

Skillsoft recommends setting up Percipio to use corporate credentials (single sign-on or SSO) so users do not have to remember a separate login name and password. If you choose manual or bulk upload to create user accounts, you have three options available that impact the user experience during this step:

Choose to have Percipio send users a welcome email with a link that automatically logs the user in the first time.
Require users to reset their password the first time they log in.
Require multi-factor authentication (MFA). In addition to login credentials, the user must also supply a 6-digit code upon login. Users receive the code in the email address associated with their Percipio account.
Identify a contact person or website at your company for user account questions.

Step 2: Skillsoft provides the option for you to set up a custom use policy if your standards require it. Selecting this option requires all users to accept the use policy before they can gain access to Percipio for the first time.

Step 3: Users are prompted to select skills they want to build. They can choose to skip the selection process or spend a couple of minutes choosing skills important to them. Selecting skills helps Percipio provide a customized learning experience for the user. If the user skips selecting skills, they can do it any time from the Skills section of their profile.

Step 4: After the learner completes steps 1 through 3, they can start learning.

Subsequent login options

If user accounts are missing emails or passwords, you have the option to allow Percipio to ask users for that information on subsequent logins. These options would not apply if you configured Percipio to use corporate credentials.

Allow Percipio to collect a user's email address if their account does not have one.
Prompt users without an email to provide security questions for unassisted password reset.

Configurations and the User Experience

Depending on your corporate policies and technology, explore the following configuration options and the resulting user experiences.

Logging in with corporate credentials

Skillsoft recommends setting up Percipio to use corporate credentials so users do not have to remember a separate username and password. This is called single sign-on (SSO). To use SSO with Percipio, you need an Identity Provider (IdP) that uses the Secure Assertion Mark-up Language (SAML) 2.0 standard. For details on setting up this configuration see Single Sign On.

Use Case: Users login using corporate credentials (recommended)

Configuration

With only SAML/SSO configured, user accounts can get created and updated when they log into Percipio. Users need the Percipio URL and then login using their network credentials. User attributes like first name, last name, and email are automatically added to the Percipio user account from your corporate IdP.

With this approach, we recommend:

Automatic account creation. If an account does not exist when the user attempts to log in, the account gets created so the user can access Percipio without having to wait.
That you choose to Automatically redirect users to corporate login screen so they don't accidentally choose to login using Percipio credentials.

First-time user login experience

With only SAML/SSO configured, the first time user experience is as follows:

User goes to their Percipio URL.
Percipio prompts the user for their network credentials.
User enters their network credentials. Percipio creates the account and logs the user in.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.

Subsequent login experience

User goes to their Percipio URL.
Depending on your technology configuration, Percipio prompts the user for their network credentials or automatically logs the user in. Peripio displays the home page.

Use Case: Users login using corporate credentials from a welcome email

Configuration

Your Percipio configuration may use both SAML/SSO and bulk import of user data. With this approach, we recommend:

Automatic account creation. If an account does not exist when the user attempts to log in, the account gets created so the user can access Percipio without having to wait.
That you choose to Automatically redirect users to corporate login screen so they don't accidentally choose to login using Percipio credentials.
You choose to send welcome emails so users know they have a Percipio account and how to access it.

First-time user login experience

With this configuration, the first time user experience is as follows:

User receives a welcome email from Percipio.
User selects Start learning in the email to launch Percipio. User is automatically logged into Percipio.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.

Subsequent login experience

User goes to their Percipio URL.
Depending on your technology configuration, Percipio prompts the user for their network credentials or automatically logs the user in. Peripio displays the home page.

Logging in with Percipio credentials

The following scenarios use manual or automatic bulk imports to create and maintain user accounts.

Use Case: All users have email addresses and you set them up with the same password. Security is tight and you require the user to reset their password.

Configure

If you cannot use SAML/SSO, we recommend creating user accounts as follows:

With an email address (password is not required).
Selecting the option to require users to reset their password on first login.
Choosing to automatically send a welcome email.

First-time user login experience

When you create user accounts with an email address that require a password change, then send a welcome email, the first time user experience is as follows:

User receives a welcome email from Percipio.
User selects Start learning in the email to launch Percipio.
User enters a password and confirms it, then selects Change Password.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.
The user can start learning.

Subsequent login experience

User goes to their Percipio URL.
User enters login name or email address and password. Percipio displays home page.
If MFA is enabled, the user is prompted for a 6-digit code that they get in their email. If a user checked the option to Remember this device during a previous login, Percipio does not prompt for a 6-digit code.

Use Case: All users have email addresses and you set them up with a password. You allow users to reset their password on their own time.

Configure

If you create user accounts as follows:

With an email address.
With a password.
Not selecting the option to require users to reset their password on first login.
Choosing to automatically send a welcome email.

First-time user login experience

When you create user accounts with an email address and password, and do not require a password change, then send a welcome email, the first time user experience is as follows:

User receives a welcome email from Percipio.
User selects Start learning in the email to launch Percipio. User is automatically logged into Percipio.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.
The user can start learning.

Subsequent login experience

If you did not send a separate email to inform the user of their password, they need to reset their password at this time:

User goes to their Percipio URL.
User clicks Forgot Password.
User receives an email. They follow the Forgot password link.
User enters a new password and confirms it, then selects Change Password.
User re-enters their login name and new password.
If MFA is enabled, the user is prompted for a 6-digit code that they get in their email. If a user checked the option to Remember this device during a previous login, Percipio does not prompt for a 6-digit code. Percipio opens to home page.

Use Case: All users have email addresses and you set them up without a password. You allow users to reset their password on their own time.

Configure

If you create user accounts as follows:

With an email address.
Without a password.
Not selecting the option to require users to reset their password on first login.
Choosing to automatically send a welcome email.

First-time user login experience

When you create user accounts with an email address, no password, and do not require a password change, then send a welcome email, the first time user experience is as follows:

User receives a welcome email from Percipio.
User selects Start learning in the email to launch Percipio. User is automatically logged into Percipio.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.
The user can start learning.
User receives an email from Percipio requesting them to create a password.
User enters a new password and confirms it, then selects Change Password.
User re-enters their login name and new password. Percipio opens to home page.

Subsequent login experience

User goes to their Percipio URL.
User enters login name or email address and password.
If MFA is enabled, the user is prompted for a 6-digit code that they get in their email. If a user checked the option to Remember this device during a previous login, Percipio does not prompt for a 6-digit code. Percipio opens to home page.

Use Case: Users do not have an email address.

If you cannot set users up with an email address or if you choose not to send a welcome email, you will have to separately notify your users of their Percipio login name and password.

Note: If a user does not have an email address specified, and you do not prompt to collect one, and you have multi-factor authentication turned on, Percipio automatically prompts the user for their email address. Percipio then sends a 6-digit code to that email address for continued login.

Configuration

In this situation, we recommend:

Setting users up with an initial password.
Requiring users to reset their password on first login.
Prompting users to enter security questions so they can perform a password reset without help from Support.
Prompting users to enter an email address for notifications and for self-serving forgotten passwords.

First-time user sign-in experience

Notify your users of the Percipio URL and their login credentials. Once they have their credentials and know how to access Percipio, the first time user experience is as follows:

User goes to their Percipio URL.
User enters their login name and password.
User enters a new password and confirms it, then selects Change Password.
User re-enters their login name and new password.
If you opted for a custom policy, Percipio displays it. The user has to accept it to keep going.
Percipio prompts the user for email address.
- If the user adds an email address, the user continues with onboarding.
- If the user doesn't enter an email address, Percipio prompts them to enter two security questions.
- Whether or not the user enters the security questions, they continue with onboarding.
- The user is not prompted again for email address or security questions, but they can specify or change them any time from the My Profile drop down.
Percipio prompts the user to select the skill areas they want to build. The user can skip this and set it up at a later time fromthe Skills section of their profile.
The user can start learning.

Mobile and Compliance only users

Use Case: You only license compliance content

If you only license Percipio compliance content, the user has a similar login experience as outlined above, except the following situations apply:

Users are not prompted to select skills or randomly shown a video.
If you assigned compliance content to the user, they see the Percipio Compliance home page instead of the Percipio home page.
If you did not assign compliance content, the Percipio home page displays with a message indicating they do not have access to content.
If the user is a site admin, they always see the Percipio home page.

Use Case: Users want to use the Percipio app on their mobile device

If your users want to use their mobile device to access Percipio, they need to install the Percipio mobile app.

Users then need to enter their Percipio site name which they can retrieve through a Percipio welcome email. If you are choosing not to send welcome emails, you must share the site name with your users. The site name is the first part of your Percipio web address. For example, mysite is the site name in mysite.percipio.com.

After the user enters the site name, they follow the same login experience as those on a desktop device.

See the Mobile sign in experience for additional details.

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Logging in to Percipio

Percipio offers different options for users to log in, depending on how it is configured. Users can enter either corporate credentials or Percipio credentials to log in. Skillsoft recommends setting up Percipio to use corporate credentials (single sign-on or SSO) so that users do not have to remember a separate login name and password. There are three options available during the first-time login process, which can impact the user experience:

Sending a welcome email: Percipio can send users a welcome email with a link that automatically logs them in the first time.
Resetting password: Users can be required to reset their password the first time they log in.
Multi-factor authentication (MFA): Users can be required to provide a 6-digit code in addition to their login credentials. The code is sent to the email address associated with their Percipio account.

A contact person or website at your company can be identified for user account questions.

Custom Use Policy

Skillsoft provides the option to set up a custom use policy if your standards require it. Selecting this option requires all users to accept the use policy before they can gain access to Percipio for the first time.

Selecting Skills

After logging in, users are prompted to select the skills they want to build. They can choose to skip this selection process or spend a couple of minutes choosing skills that are important to them. Selecting skills helps Percipio provide a customized learning experience for the user. If the user skips selecting skills during the first-time login, they can do it later from the Skills section of their profile.

Subsequent Login Options

For subsequent logins, if user accounts are missing emails or passwords, Percipio can ask users for that information. The following options can be enabled:

Collecting user's email address: Percipio can collect a user's email address if their account does not have one.
Security questions for unassisted password reset: Users without an email address can be prompted to provide security questions for unassisted password reset.

These options do not apply if Percipio is configured to use corporate credentials.

Logging in with Corporate Credentials

Skillsoft recommends setting up Percipio to use corporate credentials (single sign-on or SSO) so that users do not have to remember a separate username and password. This is achieved through an Identity Provider (IdP) that uses the Secure Assertion Markup Language (SAML) 2.0 standard. With SAML/SSO configured, user accounts can be created and updated when they log into Percipio. User attributes like first name, last name, and email are automatically added to the Percipio user account from the corporate IdP. The first-time user login experience and subsequent login experience differ based on the configuration.

Logging in with Percipio Credentials

There are different scenarios for logging in with Percipio credentials, depending on the configuration.

Users with the same password: If all users have email addresses and are set up with the same password, they are required to reset their password on the first login. A welcome email can be automatically sent to users.
Users with individual passwords: If users have individual passwords, they can reset their password on their own time. A welcome email can be automatically sent to users.
Users without passwords: If users do not have passwords, they can be prompted to create a password on their first login. A welcome email can be automatically sent to users.

In each scenario, the first-time user login experience and subsequent login experience differ based on the configuration.

Mobile and Compliance Only Users

For users who only license compliance content, the login experience is similar to other users, but with some variations. Users are not prompted to select skills or shown random videos. Instead, they see the Percipio Compliance home page or the Percipio home page based on the assigned compliance content.

If users want to access Percipio using their mobile devices, they need to install the Percipio mobile app and enter the Percipio site name, which can be retrieved through a Percipio welcome email. The login experience on mobile devices is similar to that on desktop devices.

These are the main concepts mentioned in the article regarding logging in and user experiences in Percipio. If you have any specific questions or need further information, feel free to ask!