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How to manage profiles

Imran Ahmed avatar
Written by Imran Ahmed
Updated this week

The following applies to all Pencil Spaces accounts which are part of an institution (e.g., on a paid plan or trial).

Locating Profiles

Profiles can be found by clicking the "Profiles" button found on the left-hand side of the home screen when you first log into Spaces.

Creating Profiles

1. Click the blue "Invite User" button in the upper right-hand corner of your screen.

2. A pop-up will open to enter user information. All fields are required, including first name, last name, email address, password and user role.

While creating a password is required, users can reset their password when they login by clicking "Reset password" when they login. This will send a link to the email address entered for them.

Note #1: When adding a user with an email that is compatible with Pencil Spaces' Single-Sign On (SSO) options (Google, Microsoft, Clever, etc.) users will not need the entered password.

Note #2: Different roles have different permissions in Pencil Spaces. For example, Institution Admins are able to change settings for your Institution, while students can only join the Spaces for which they have access.

3. Once you have filled out the required categories, click the blue "Invite" button in the bottom right-hand corner of the pop-up.

To add multiple users at once, click the grey "Add Another User" button and repeat the process detailed above (or import users via spreadsheet)

4. You can optionally choose to send users a welcome email once they are invited by checking the "Send welcome email" box before hitting send.

Managing Profiles

1. To manually edit a profile, click on the profile, then click the "Edit Profile" button in the upper right-hand corner of your screen.

2. This will allow you to update their name, email, and more. Click the "Done" button in the bottom right corner of your screen when finished.

3. To adjust user permissions or to remove them from your institution, look for the '...' menu on the top right hand side of the screen.

4. Need More Help?

If you require further help, please reach out to our team as soon as possible for additional assistance. Either:

  1. Click on the "Messenger" icon at the bottom right corner of this page, and follow the onscreen instructions.

  2. Click the "?" Button at the top right corner of your screen in an active Pencil Space on a computer to start a conversation with our team.

If it's easier, you can also email us directly at [email protected].

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