Create and invite users to a Group
Learn how to create a Group and invite users to it.
Creating a Group
Only Workspace Owners and Editors can create Groups.
Click "Create" on the top left sidebar
Click "Create a Group"
Enter a Group name and click "Create Group"
Group Permissions in Nectir AI
Before inviting users to the Group, understand the available roles:
Member
User can only interact with the Assistants in the Group.
Facilitator
User can view all Group and Assistant information including the Analytics Dashboard, but cannot modify any settings.
Owner
User can edit all Group and Assistant information and view Analytics Dashboard.
Inviting Users to Your Group
This method is recommended because you can easily see which users have “Accepted” or are “Pending” their invitation.
- Hover over the Group on the left sidebar and click the three dots to access Group Settings.
- Click View members on the drop-down menu.
- Click Invite members on the top right.
- Copy and paste users’ school-provided emails. You can copy and paste directly from your roster, emails will be automatically extracted.
- Select their role permissions.
- Click “Send Invite.”
If the user is new to Nectir AI, they will need to accept their invitation before accessing their workspace. Learn more about accessing Nectir AI.
This method is recommended because you can easily see which users have “Accepted” or are “Pending” their invitation.
- Hover over the Group on the left sidebar and click the three dots to access Group Settings.
- Click View members on the drop-down menu.
- Click Invite members on the top right.
- Copy and paste users’ school-provided emails. You can copy and paste directly from your roster, emails will be automatically extracted.
- Select their role permissions.
- Click “Send Invite.”
If the user is new to Nectir AI, they will need to accept their invitation before accessing their workspace. Learn more about accessing Nectir AI.
This approach is recommended when you don’t have users’ email addresses. Note that only users who sign in at least once will appear in the members tab when using an invitation link.
- Hover over the Group on the left sidebar and click the three dots to access Group Settings.
- Click View members on the drop-down menu.
- Click Invite members on the top right.
- Click Share link option and choose who can utilize the link for access.
- Choose access level:
- (Recommended for new users) “Anyone with the link” - Invites any user to sign in and gain access to the Group.
- (Recommended for existing users) “Restricted” - Allows any user who was previously invited into the workspace to have access.
- Select their role permissions.
- Copy and share the link provided.
If the user is new to Nectir AI, they will need to accept their invitation before accessing their workspace. Learn more about accessing Nectir AI.