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How to Invite People to your Session
How to Invite People to your Session

How to invite people to your Pencil Spaces session where you can collaborate on the whiteboard and meet in a video call.

Marissa Agno avatar
Written by Marissa Agno
Updated over a week ago

Keep in mind that inviting participants to a Space, and inviting profiles to your institution involves a separate process. If you want to add profiles to your institution in Pencil, see this article: Adding and Managing Profiles

On the top right side of your screen, you will see a blue button that says “Invite” Click that button to begin the process.

Once you’ve clicked the Invite button, a pop-up will appear, as shown below. From that point, there are four different ways to invite someone to a Space.

In order to join your Pencil Spaces session, your invitees need to create an account with Pencil Spaces. To learn how to sign up for Pencil Spaces, take a look at the article below:

1. Inviting by Sharing the Link

To invite someone using a link, first change your link settings from “Private” to “Public.” This allows invitees to access the Space using the link without having been previously invited to the Space via email.

Setting a Space to "Public" means that anyone with the link will be able to join.

Following that change, simply click the “Copy Link” button, and send it to the people you wish to invite to your Space!

2. Inviting someone by Name or Email

a. Inviting by Email

To invite someone by email, type their email into the search bar.

From there, you can decide if you want to invite them as a participant or a host.

Participants have access to all the Spaces tools apart from the management tools, which means this role is better suited for students. The "host" role gives the user access to all of the Spaces tools, making this role better suited for Presenters.

After you’ve decided on the role you want to give the invitee, you can also select the "Notify people" box to have your participants that they have been invited to join your Space.

Click the blue “Send” button at the top right of the pop-up, and your email invitation will be sent out instantly!

b. Pencil Spaces Premium - Inviting by Name

If you have access to the Premium version of Pencil, you can invite anyone to your Space by typing their name if they have an account in your institution. To learn how to invite users to your institution, take a look at the following article:

To invite someone in your institution using their name, simply follow the same process as above, but type the user's name instead of their email and select the correct person as the autofill options appear.

3. Adding Pencil Spaces Links to an External Calendar

Scheduling a call is a great way to invite someone to join you on Pencil Spaces. Google Calander is an excellent tool for doing this.

The first thing you need to do is copy the Space link.

Using Google Calander, select when you wish to have your meeting. There will then be boxes for you to fill out the remaining information about your meeting. Start by creating a title for your meeting.

Once you have titled your meeting, you can select the 'add guests' box. This will allow you to type in the emails of your designated participants so that once your event is scheduled, they will be notified.

Under location, you can take the link that you have copied, and paste it into the location box for the meeting.

You can then save your meeting and all guest will be notified.

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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