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Complexity Level: Intermediate

The is an intermediate topic. You will need to possess some basic understanding and have some experience with Drupal content editing.

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Step-by-step guide

Purpose of this document

This process will authenticate a selected subset UGA CAS users to access a Qualtrics form. If you want to make the form available for ANY UGA CAS user, please follow the document CAS Authentication for Qualtrics Forms.

Qualtrics can require survey participants to log in/authenticate using their UGA MyID and password before they can take your survey. This document will walk you through using this function.

Duplicate Responses Needed?

By default, surveys that are authenticated through CAS only allow the respondent to take the survey once, even if you have the survey option for "Prevent Ballot Box Stuffing" unchecked. If you want to allow respondents to take the survey more than once, please see this screencast

Step 1: Create Contact List

Because you want to limit access to the form to a subset of CAS users, you have to create a list containing that subset of myID's. 

Click "Contacts" from the top blue bar

Create Contact List

Click the "Create Contact List" Button and enter a name, and then click "Next". 

Enter Contacts

By default, you are prompted to upload contacts from an excel or csv file. Please follow the specifications listed for the file. They even provide a sample file for you. If you are uncomfortable with constructing a file you can enter them manually by clicking the "Add Manually" option.  External Data Reference is the only field you MUST fill out. This is the field where you enter the myID of each individual in the subset you are wanting to provide access to. 

You will be using this contact list (or panel, as it is sometimes called) to restrict access to your form in a later step. 

Step 2: Go to Survey flow for your survey

Click the Survey Flow button at the top of the screen.

Step 3: Add New Step to Survey Flow

Click the "Add a New Element Here" text on the next screen 

Step 4: Select Authentication Protocol

Choose the Authenticator option 

Step 5: Configure Authenticator

Enter the following settings into the Authenticator options.

    • Set Authentication Type to "SSO"
    • Make sure that "Associate Respondent With Panel" is checked. This is necessary if you want to limit access to certain CAS users. 
    • Set Select Library to "My Library:...." and then choose the Contact List you created in Step 1.
    • If you want to capture (display) the user's myID on their responses, Check "Capture respondent identifying info" 
    • Click "Add embedded data" and enter "UserID" in the first field and  "uid"
    • Set SSO Type to "CAS" 
    • Set Hostname to ""
    • Set Port to  "443" 
    • Set URI to "cas"

Step 6: Move all survey blocks under Authenticator block. 

This will ensure that no parts of the survey will be accessible until the respondent logs in first. If any survey block(s) is above the authenticator, it will not require a login to access questions in those blocks. 

Use the "Move" option on each of your survey blocks to click and drag each block under the new Authenticator area. This will ensure that no parts of the survey will be accessible until the respondent logs in first.

Step 7: Save Flow

Click Save Flow in the bottom right corner to save your settings. 

Now go forth and distribute your survey link to the world, and only UGA faculty, students or staff with valid myID's in the contact list (panel) you associated the CAS authenticator with will be able to access it. 


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