How to Add Students to Your Educational Account

Adding students to your educational account is simple and flexible. In this guide, we’ll walk you through the process and share some pro tips to help you keep things organized—especially when managing multiple classes or semesters.

Step-by-Step: Add Students via Projects

  1. Create a Project
    Projects are the core unit where collaboration happens. To add students, you will need to create a project first.

  2. Invite Students to the Project
    Once your project is set up:

    • Create a Team with the appropriate role.

    • Click Add Member and enter the students’ email addresses.

    • You can invite one or multiple students at once.

  3. Assign Roles and Permissions to Students
    When inviting students, you can set their access level:

    • Manager - Full access, including inviting others and managing settings.

    • Editor - Can edit project content but cannot manage users.

    • Viewer - Can view content only.

    • Custom Roles - Create a role with specific permissions if you need more control.

Pro Tips for Organizing Your Account

  • Use Workspaces to Structure Each Semester
    Create a new workspace for each semester or course section. This keeps projects organized and clearly separated.

  • Delegate Workspace Management
    If you are working with large groups, consider assigning Workspace Administrator permissions to a trusted student or teaching assistant.

    • They can manage project creation and student invitations, which saves time during the semester.

Common Use Cases

  • Group Projects - Create a dedicated project for each group and assign group leads as Editor or Manager. Students can take on specific roles such as Owner or Appointing Party, Architect, Contractor or Lead Appointed Party, or Trade Designer or Appointed Party. This simulates real-world collaboration and agreement workflows between stakeholders.

  • Course-Wide Repositories - Use Viewer roles for shared resources and materials across the class.