Set Up ClassLink Rostering with Rule-Based Permissions

Set up ClassLink rostering with rule-based permissions for ClassSwift. Rule-based rostering automates and scales student-staff assignments by applying consistent rules across classes, grades, or roles. This eliminates the need for manual updates. 

Log in to ClassSwift Hub

Login to ClassSwift Hub. This step verifies that you have an active ViewSonic account that can use ClassSwift.

For New Users

If you have no existing ViewSonic Account

1. Check your email for an invitation with the following details: 
   • Sender: no-reply@service.viewsonic.cloud
   • Subject: “A ViewSonic entity has invited you.”
2. Click Confirm to activate your account.
3. Check your email again for a password setup request.
   • Subject: “Action required to set your password.”
4. Follow the link to set a password.
5. Fill in your organization details.

For Existing Users

If you already have a ViewSonic account, log in to ClassSwift Hub using your ViewSonic credentials.
 

To bind your ViewSonic account to ClassLink:

1. Go to ViewSonic Account.
2. Select ClassLink and click Connect.
3. Sign in with your ClassLink credentials.
4. ClassLink will appear under Current Login Methods.

Create Rule-Based Access Permissions

Next, head over to your ClassLink LaunchPad portal to configure rule-based permissions.

1. Log in to ClassLink LaunchPad.
   1. Navigate to the following location: 
      Roster Server > Apps > All Applications 
   2. Search for ClassSwift 
   3. Select Rule-Based Permissions
       
2. Click + New Rule and provide a name, like ClassSwift Rule or another preferred name.
3. In the Permissions tab, select data by Teacher / Class / Course.
4. Click Save.
    
5. In the Advanced tab, ensure the following options are selected:
   1. Users
   2. Orgs
   3. Enrollment Records
   4. Deleted Records
   5. Academic Sessions
      • Include Course Academic Session
      • Include Class Academic Session
      • Include Deleted Records
      • Include Active, Expired, and Future Enrollment
      • Include Student Orgs
      • Include Teacher Orgs
      • Include Other User Orgs
      • Include Parent Orgs
      • Include Class Orgs
      • Include Course Orgs
      • Include Enrollment Orgs
      • Include Primary Teachers
      • Include Non-Primary Teachers
      • Include Students
         
6. Save and apply the rule to ClassSwift.
7. Verify the rule by checking Show Rule Results. Ensure the following minimum criteria are met: 
   • At least 1 Org, 1 Class, 1 Teacher, and 1 Student.

Assign ClassSwift to Users’ LaunchPad

1. Go to Management Console → Application → Add & Assign Apps.
2. Search for ClassSwift and assign it to the following groups:
   1. Tenant Administrators
   2. Teachers
   3. Students
3. The ClassSwift Hub icon will appear on users’ LaunchPad homepages.

Log in to ClassSwift Hub

1. Click the ClassSwift icon on LaunchPad.
2. Use ClassLink SSO to sign in.

Authorize ClassLink API

1. In ClassSwift Hub, go to Settings.
2. Click Connect under ClassLink.
3. Click Sign in with ClassLink. The Tenant ID will be filled in automatically.

Review ClassLink Roster Data

1. Click Sync All.
2. Review the roster data on the Manage Roster Data page.

Sync Roster Data to ClassSwift

1. Click Sync All or select specific data to sync.
2. Click Confirm. The status will show IMPORTING.
3. Click Refresh until the status changes to IMPORTED.

Note: Each time ClassLink data is updated, the admin must repeat this step in ClassSwift Hub.

Teacher Impersonation (Optional)

Admins can impersonate a teacher in ClassLink to test rostering.

1. Log out of ClassSwift Hub to avoid using admin credentials.
2. Teachers will see ClassSwift on their LaunchPad but will not receive an automatic email. Admins must notify teachers directly.

For more details, refer to the following articles:

• ClassLink Roster Server Documentation
• ClassSwift Hub User Guide