The People section allows Institution Admins to manage the profiles in their Pencil Spaces institution. From here, you can invite new users, update existing profiles, adjust user permissions, and remove users from your institution.
You can also use the People section to review the information associated with individual users and manage their access to your institution.
Note: The People section is only available to Pencil Spaces accounts that are part of an institution, such as accounts on a paid plan or trial. Profiles can only be accessed by users with Institution Admin permissions.
Accessing profiles
To access the people in your institution:
Log in to Pencil Spaces.
Click People on the left-hand side of the home screen.
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If you donât see the People option, you may not have the necessary permissions to access and manage users. In this case, contact your Institution Admin for assistance.
How to invite people to your institution
You can invite individual users directly from the People section.
Click the Invite button in the upper-right corner of the screen.
A window will open where you can enter the new userâs information. Complete all required fields, including:
Name
Email address
Password
User role
Note: Should the user want to change the password youâve selected for them, they can select Reset password when they login. If the user plans to sign in using a third-party provider, such as Google, Microsoft, Clever, or another supported sign-in option, they may not need to use their Pencil Spaces password when signing in.
Once you have entered the required information, click Invite in the bottom-right corner of the window.
Before sending the invitation, you can optionally select Send welcome email to send the new user a welcome email teaching them the basics of Pencil Spaces.
Important: Different user roles have different permissions in Pencil Spaces. For instance, Institution Admins can manage institution settings, while students can only access the Spaces and features available to them. Make sure you select the appropriate role before inviting a new user.
Inviting multiple users
To invite another user while creating invitations, click Add Another User and repeat the process above.
If you need to add a large number of users at once, you can also import users using a spreadsheet.
For more details, see our guide: How can I add people to my institution in bulk?
How to manage existing users
You can update a userâs profile information, adjust their permissions, or remove them from your institution.
Edit a userâs profile
Click the profile you want to manage.
Click the three-dot menu (...) in the upper-right corner of the screen, and select Edit Profile.
Update the userâs information as needed, including their name, email address, and role.
When youâre finished, click Save changes in the bottom-right corner of the screen to confirm your edits.
Remove a user
Open the userâs profile.
Click the three-dot menu (...) in the upper-right corner of the screen, and select Remove user.
Youâll then be prompted to add an optional note to the user, and then to confirm the removal. Select Yes, Iâm sure, and the user will be removed from the institution.
Adjust user permissions
From your Pencil Spaces home page, navigate to the Settings panel.
Once inside your Settings, navigate to the Permissions panel.
From here, you can control institution membersâ access to Spaces, profiles, recordings, and more.
Need more help?
If you need help managing the people in your institution, please contact our Pencil Spaces Support team. Weâre available 24/7 and will be happy to help.
For more details on how to access our live support team, see our guide: How to access 24/7 live support.