> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.spacesedu.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Creating and Managing Portfolio Templates This article explains how district administrators can create, configure, publish, and manage Portfolio Templates in SpacesEDU Pro. ###### Before You Start * Portfolios are an optional add-on for **SpacesEDU Pro**. * Only **District Administrator accounts with Full Permissions** can create and publish Portfolio Templates. * Independent schools licensing SpacesEDU Pro are configured as their own district. * If you believe you should have access but don't see these options, contact SpacesEDU Support using the messaging option in the corner of your screen. ${frame}[](https://www.youtube.com/embed/z_eVX9R-scU) --- ###### Creating a Portfolio Template 1. Log in to a District Administrator account with Full Permissions 2. Click **Portfolio Templates** in the left-hand navigation menu 3. Click **Add Template** | 💡 Tip: If the Add Template button is disabled, you have reached the maximum number of templates for your license. Contact your SpacesEDU Customer Success Specialist or email hello@spacesedu.com to add more. **Required Fields** | Field | Details | | ---- | | **Name** | Displayed to students and teachers as the portfolio title | | **School(s) or District** | Select the district name (applies to all schools) or one or more individual schools. Selecting the district disables individual school selection. Click the "X" to remove a selection. | | **Teacher Access** | Choose whether teachers can view portfolios for ALL students at the school, or only students in their own classes. See the Teacher Access section below for details. | | **Competency Framework, Measurement & Assessment** | Enables proficiency-based assessments within the portfolio. See [Competency Framework Guide](https://help.spacesedu.com/en-ca/article/competency-framework-guide-8tskoe/) for setup details. | **Optional Fields** | Field | Details | Limits | | ---- | | **Description** | Explain the portfolio's purpose and what content should be added | Max 5,000 characters | | **Media** | Files and/or URL links displayed at the top of each portfolio | Up to 10 | | **Grade(s)** | Restrict access to specific grade levels. Leave empty for all grades at the selected school(s). | Students without a grade set cannot view grade-specific portfolios | | **Sections** | Organize the portfolio into named sections. Add, remove, and reorder. | Min 1, max 20 sections. Max 100 characters per title. | | **Course Code(s)** | Restrict access to students enrolled in classes with specific course codes imported from your SIS/LMS data | Students only see the portfolio while enrolled in a matching class | | 💡 Tip: If your district has the Portfolio Tasks feature enabled, you can also create tasks to embed within the portfolio. ![Screenshot of Portfolio Templates](https://storage.crisp.chat/users/helpdesk/website/1063aab5ed98db00/8d046761-c747-483c-8b7e-d441d2_1o44tex.png) --- ###### Publishing a Template After filling in all fields: 1. Click **Create Template** (top right) 2. The template is saved in an **Unpublished** state (not visible to students or teachers) 3. When ready to go live, click the toggle button next to "Unpublished" 4. Confirm **Yes, Publish** 5. The portfolio is visible in teacher and student accounts immediately ###### Editing Portfolio Templates The Portfolio Templates screen always displays all templates for the district, regardless of which school is selected at the top left. Hover over the **i** icon to see which schools have a template enabled. Click the **⋯** menu (three dots) on any template to access: | Option | What it does | | ---- | | **Publish / Unpublish** | Toggle visibility for students and teachers (also available via the toggle switch) | | **Duplicate** | Create a copy of the template for variations (e.g., different grades) | | **Edit** | Modify any field on an existing template | | **Delete** | Permanently remove the template | ||| ⚠️ __Caution: Deleting templates and sections__ : Deleted templates cannot be restored. Posts from deleted templates remain in students' Archived tab.When editing a template, deleting an existing section removes all content from that section. Content cannot be restored into the portfolio (but remains saved in students' accounts). You will be prompted to confirm before any deletion takes effect. --- ###### Portfolio Access **Student Access** ![Screenshot of the Portfolios tab in student account](https://storage.crisp.chat/users/helpdesk/website/8a8328d26758d000/6ddb4fab-8251-4fa6-8db7-09c946_1job8nw.png) Students access Portfolios from the tab at the top of their home screen. If not visible, click the Home button (top left) until the home screen appears. | Scenario | What the student sees | | ---- | | Portfolio is published and student matches visibility settings (school/grade) | Appears in the **Active** tab | | Portfolio is unpublished, deleted, or grade doesn't match AND student never added content | Not visible at all | | Student previously added content, then portfolio is unpublished/deleted/grade removed | Appears in the **Archived** tab (read-only) | **Teacher Access** Teachers access Portfolios from their home screen, same as students. | Teacher Access setting | What teachers can see | | ---- | | "Teachers can view ALL students" | All student portfolios at the school. Toggle **Only show my students** on/off to filter. | | "Teachers can view ONLY their students" | Only portfolios for students in their classes (via rostering or class code join) | Important notes: * If a student is removed from all of a teacher's classes, the teacher loses access to that student's portfolio * Student access to portfolios does not depend on class enrollment * Students are associated with teachers via class rostering or by joining a class with a code **Admin and Family Access** | Role | Access | | ---- | | **District Admins** | Click the portfolio name in Portfolio Templates to view all students. Inside a student's portfolio, admins can: add/copy posts, draft posts, switch sections, view content, comment, and react. | | **District Admins (CSV export)** | Download a CSV of all portfolio share URLs including template name, student name, share URL, and linked family member names/emails | | **Family members (School-Family-Student Association)** | Automatically access the shared version of linked students' portfolios. Requires: feature enabled at district level AND URL sharing enabled on the portfolio template. | | **Family members (manual sharing)** | Teachers or students can share a view-only URL if portfolio sharing is enabled for the school | **Access Troubleshooting** | Problem | Solution | | ---- | | Student doesn't see a grade-specific portfolio | Check their grade in the Students page of your admin account. Click ⋯ → Edit Account → set grade → Save Changes. | | Student has no grade assigned | They can only see portfolios with no grade restriction set | | Teacher's student account can't see grade-specific portfolios | Locate the teacher's student account (check the "Missing student IDs" button near the top right of the Students page) and assign a grade from the Admin account | | Portfolio without grade restrictions not appearing | Confirm it is Published and the school matches the student's school | --- ###### Good to Know * Portfolios without specific grades set are visible to all students and teachers at the selected school(s). * Students and teachers cannot add new posts to Archived portfolios. * For details on how students and teachers add content, see [Getting Started with Portfolios for Teachers and Students](https://help.spacesedu.com/en-ca/article/getting-started-with-portfolios-for-teachers-and-students-sa9frq/). * For Portfolio Tasks, see [Portfolio Tasks](https://help.spacesedu.com/en-ca/article/how-do-students-access-and-complete-portfolio-tasks-1rery8c/).