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Invite and modify users in a workspace
Invite and modify users in a workspace
Chloe Lam avatar
Written by Chloe Lam
Updated over a month ago

To access your workspace settings, click on the on the top left. Only workspace Owners will have access to workspace settings.

Invite users via email (Recommended)

Invite members panel with fields to enter email addresses and select a role. Options to send invites or share a link.

  1. Click " Members" on the left sidebar.

  2. Click " Invite members" on the top right.

  3. Copy and paste users' school-provided emails. You can copy and paste directly from your roster, emails will be automatically extracted.

  4. Select a role for all invitees (you can change this later).

    1. Member - User can only interact with the Courses and Assistants they have access to.

    2. Editor - User can create and manage their own Courses and Assistants.

    3. Owner - User complete control over the workspace.

  5. Click "Send Invite."

  6. If the user is new to Nectir AI, they will need to accept their invitation before accessing their workspace. Click here to learn more about accessing Nectir AI.

Invite users to a course via an invitation link

  1. Click " Members" on the left sidebar.

  2. Click " Invite members" on the top right.

  3. Click "Share link" option and choose who can utilize the link for access.

    1. (Recommended for new users) "Anyone with the link" - Invites any user to sign in and gain access to the workspace.

    2. (Recommended for existing users) "Restricted" - Allows any user who was previously invited into the workspace to have access.

  4. Select their role permissions.

    1. Member - User can only interact with the Courses and Assistants they have access to.

    2. Editor - User can create and manage their own Courses and Assistants.

    3. Owner - User complete control over the workspace.

  5. Copy and share the link provided.

  6. If the user is new to Nectir AI, they will need to accept their invitation before accessing their workspace. Click here to learn more about accessing Nectir AI.


Changing user permissions

Member - User can only interact with the Courses and Assistants they have access to.

Editor - User can create and manage their own Courses and Assistants.

Owner - User complete control over the workspace.

  1. Access your Workspace Settings on the on the top left.

  2. Click " Members" on the left sidebar.

  3. Scroll or search for the user you want to change.

  4. Select the role you want to change the user to.


Deleting a user from a workspace

  1. Access your Workspace Settings on the on the top left.

  2. Click " Members" on the left sidebar.

  3. Select " Remove" next to the user that you want to remove from the workspace.

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