Open navigation

What is a Sign-On Rule?

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.

How do I enable/disable the Sign-On Rule for one Class/Group?
  1. Sign in

  2. From the Classes/Groups tab, identify the Class/Group you would like to edit

  3. Click the Ruler icon in the Class/Group Card

  4. To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.

  5. To disable the Roster ID Rule, toggle the button from ✓ to X.

  6. Click Save Changes to 1 Class/Group

How do I enable/disable the Sign-On Rule for Several Classes/Groups?
  1. Sign in

  2. 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

  3. Click Edit # Classes/Groups 

  4. Click Edit Sign-On Rule

  5. To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.

  6. To disable the Roster ID Rule, toggle the button from ✓ to X.

  7. Click Save Changes to # Classes/Groups

How do I set a Default Sign-On Rule for new Classes/Groups in a Community?
  1. From the Classes/Groups tab, click Default Settings

  2. Scroll to Sign-On Rule

  3. To enable the Sign-On Rule, toggle the button from X to ✓. You will then be prompted to add the rule.

  4. To disable the Roster ID Rule, toggle the button from ✓ to X.

  5. Click Save Settings for New Classes

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.