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How to upload users to your institution via CSV
How to upload users to your institution via CSV
Imran Ahmed avatar
Written by Imran Ahmed
Updated over a week ago

To upload a CSV file to your institution, please follow the steps below.

Creating your CSV file

We've created a template in Google Sheets to make preparing this CSV easier.
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Open Template

To get started

  • Click "Open template" above

  • Copy the Google Sheet by going to File > Make a copy.

  • Fill the sheet in. When you're done, export it by going to File > Download > Comma Separated Values (.csv)

  • Upload the file to Spaces (instructions below).

Please use your favorite spreadsheet software (e.g, Microsoft Excel or GSheets) to create a sheet with the following information:

  • Required fields:

    • Name - The user's full name

    • Email - The user's email

    • Role - The role you would like to give to the user. You can choose between:

      • Institution Admin: Can manage users in your institution, access analytics reports, and can manage admin-level institution settings

      • Teacher: Can start and attend calls and can also access teacher-level features in the institution

      • Student: Can only attend calls and view their Schedule. Cannot create their own Spaces.
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  • Optional fields:

    • Password - The password you would like to assign to each user.

      • We require a minimum of 8 characters for each password.

      • If you do not set a password, users will be prompted to create their own password when they sign-in for the first time

Once you're done, export your sheet as a CSV file (here's how you do it in Microsoft Excel and Google Sheets)

Uploading your CSV file

  1. To upload your file, go to Profiles. If you do not see Profiles, you might be on the wrong subscription tier or have the wrong role. Please contact support, and we'd be happy to assist you.
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  2. Click Invite User. If you do not see Invite User, you'll need to contact the Institution Admin in your institution to change your role.
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  3. Click Upload CSV and select the CSV file you generated in the previous step

  4. If your file is not formatted correctly, or if any fields are missing, please fill them in. We will prompt you to fill information that is missing.
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  5. Once everything is ready click Invite and you're all set! If you'd like, you can choose whether you'd like us to send any new users an automated welcome email explaining how to get started with Pencil Spaces.
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Need support?

If you need any extra assistance, our support team is always happy to help you!

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