This guide explains how to set up ClassLink rostering with rule-based permissions for ClassSwift.

Step 1. Log in to ClassSwift Hub

For New Users (no existing ViewSonic/myViewBoard account):

  1. Check your email for an invitation from no-reply@service.viewsonic.cloud.

    • Subject: “A ViewSonic entity has invited you.”

    • Click Confirm to activate your account.

  2. Check your email again for a password setup request.

    • Subject: “Action required to set your password.”

    • Follow the link to set a password.

  3. Fill in your organization details.

  4. Access ClassSwift Hub and confirm you see both:

    • An entity account (e.g., District XX)

    • An individual account (e.g., your name)

For Existing Users (already have a ViewSonic/myViewBoard account):

  1. Log in to ClassSwift Hub with your ViewSonic/myViewBoard credentials.

  2. Confirm you have access to both:

    • An entity account

    • An individual account

Reminder: Always log in with your ViewSonic email and password, not ClassLink SSO.

If you want to bind your ViewSonic account to ClassLink:

  • Go to ViewSonic Account → Select ClassLink → Click Connect

  • Sign in with your ClassLink credentials

  • ClassLink will then appear under Current Login Methods

Step 2. Create Rule-Based Access Permissions

  1. Log in to ClassLink LaunchPad.

  2. Go to Roster Server > Apps > All Applications, search for ClassSwift, and choose Rule-Based Permissions.

  3. Click + New Rule and name it:

    • ClassSwift Rule

  4. In the Permissions tab, select by Teacher / Class / Course and choose the data you want to roster.

    • Click Save.

  5. In the Advanced tab, make sure the following are selected:

    Users

    Orgs

    Enrollment Records

    Deleted Records

    Academic Sessions

    • Include Course Academic Session

    • Include Class Academic Session

    • Include Deleted Records (must be checked)

    • Include Active, Expired, and Future Enrollments

    • 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 by checking Show Rule Results. Minimum criteria:

    • At least 1 Org, 1 Class, 1 Teacher, 1 Student

Step 3. Assign ClassSwift to Users’ LaunchPad

  1. Go to Management Console → Application → Add & Assign Apps.

  2. Search for ClassSwift and assign it to:

    • Tenant Administrators

    • Teachers

    • Students

  3. The ClassSwift Hub icon will appear on LaunchPad homepages.

Step 4. Log in to ClassSwift Hub

  • Click the ClassSwift icon on LaunchPad.

  • Use ClassLink SSO to sign in.

Step 5. Authorize ClassLink API

  1. In ClassSwift Hub, go to Settings → Click Connect under ClassLink.

  2. Click Sign in with ClassLink.

  3. The Tenant ID will be filled in automatically.

Step 6. Review ClassLink Roster Data

  1. Click Sync All.

  2. Review the roster data from ClassLink on the Manage Roster Data page.

Step 7. 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.

Step 8. Teacher Impersonation (Optional)

  • To test rostering, admins may impersonate a teacher in ClassLink.

  • Make sure to log out of ClassSwift Hub first to avoid using admin credentials.

  • Teachers will see ClassSwift on their LaunchPad but will not receive an automatic email. Admins must notify teachers directly.

✨ That’s it! Your ClassLink rostering with rule-based permissions is now set up for ClassSwift.