A Sign-On Rule reduces the likelihood of roster and sign-on errors and helps to protect data integrity. It does this by limiting survey access and providing a detailed sign-on prompt to participants. A Sign-On Rule is especially recommended when a Roster is unlocked.
When a sign-on rule is enabled, the Lead dictates the format of acceptable participant identifiers, the rule is conveyed to participants at sign-on, and participants can only access the survey if the identifier that they’ve entered matches the rule. For example, suppose a school uses the email domain, perts.net. The Sign-On Rule could indicate that all identifiers must end with @perts.net and the sign-on prompt would read, “Enter your email address ending with @perts.net.” If a participant entered, “abc@perts,” they would not be able to access the survey. A Sign-On Rule can be applied to an individual Class/Group or in bulk for an entire Community.
Note: The Ruler icon in the Class/Group Card will appear with a dark background when enabled and white background when disabled.
From the Classes/Groups tab, identify the Class/Group you would like to edit
Click the Ruler icon in the Class/Group Card
To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.
To disable the Roster ID Rule, toggle the button from ✓ to X.
Click Save Changes to 1 Class/Group
From the Classes/Groups tab, select the Classes/Groups you would like to edit by clicking the box next to each name or select all by clicking the box above the list
Click Edit # Classes/Groups
Click Edit Sign-On Rule
To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.
To disable the Roster ID Rule, toggle the button from ✓ to X.
Click Save Changes to # Classes/Groups
From the Classes/Groups tab, click Default Settings
Scroll to Sign-On Rule
To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.
To disable the Roster ID Rule, toggle the button from ✓ to X.
Click Save Settings for New Classes
