Set Up Your Nectir AI Workspace
Create and Invite Users to a Group
Learn how to create a Group and invite users to it.
Understanding Group Types
Nectir AI offers three distinct ways to organize your Assistants through Groups:Shared with Everyone
Groups and Assistants shared with the entire workspace
Shared
Groups and Assistants shared with specific people you invite manually or via roster sync
Private
Groups and Assistants in your private space, visible only to you
Creating a Group
Only Workspace Owners and Editors can create Groups.
1
Click 'Create' Button
Click the Create button in the top left of the sidebar
2
Select 'Create a Group'
Choose the option to create a new Group
3
Name Your Group
Enter a name for your Group
4
Select Where to Place Your Group
Use the dropdown menu to select where you want to create your Group:
- At the workspace level - Creates a “Shared with everyone” Group
- Inside any existing Group - Creates a nested Group that inherits the parent’s sharing settings
- In your private space - Creates a “Private” Group (for Workspace Owners and Editors only)
Inheritance of permissions: Users with access to a parent Group automatically have access to all nested Groups within it. Their role permissions remain consistent throughout the hierarchy unless specifically modified for a nested Group.
5
Create the Group
Click Create Group to finalize your Group creation
Use Cases for Nested Groups
Departmental Organization
Create a main department Group with nested Groups for specific courses, research teams, or administrative units
Course Management
Set up a primary course Group with nested Groups for different sections, lab groups, or project teams
Multi-level Institutions
Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
Special Projects
Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams
Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.
Private Space
- Create Groups and Assistants visible only to them
- Test and refine Assistants before making them available to users
- Develop content without interrupting regular Workspace activities
Only Workspace Owners and Editors can see and access the private space. Any content created within this space is automatically restricted to users with these permissions.
Inviting Users to Your Group
Understanding Group Permissions
Before inviting users, 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.
How Groups Become Shared
When you invite users to a Group, it automatically changes from “Private” to “Shared”:- Shared with everyone: Create Groups at the Workspace level or choose to make any Group shared with everyone in the Workspace
- Shared: Invite at least one person to any Group (either manually or via roster sync)
- Private: Groups remain private until you invite someone or move them out of your private space
Invitation Methods
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.”
Creating Nested Groups
1
Click 'Create' Button
Click the Create button in the top left of the sidebar
2
Select 'Create a Group'
Choose the option to create a new Group
3
Select Where to Place Your Group
Use the dropdown menu to select where you want to create your Group:
- At the workspace level (top level)
- Inside any existing Group (as a nested Group)
- In your private section (for Workspace Owners and Editors only)
4
Name Your Group
Enter a name for your Group and click Create Group
Inheritance of permissions: Users with access to a parent Group automatically have access to all nested Groups within it. Their role permissions remain consistent throughout the hierarchy unless specifically modified for a nested Group.
Use Cases for Nested Groups
Departmental Organization
Create a main department Group with nested Groups for specific courses, research teams, or administrative units
Course Management
Set up a primary course Group with nested Groups for different sections, lab groups, or project teams
Multi-level Institutions
Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
Special Projects
Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams
Managing Nested Groups
The management of nested Groups follows the same principles as regular Groups:- Group Owners can create, update, and delete nested Groups
- You can assign specific roles to users for each nested Group
- You can create Assistants at any level of the hierarchy
- Content access follows the hierarchical structure (parent Group users can access content in nested Groups)
Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.
Private Section
- Create Groups and Assistants visible only to them
- Test and refine Assistants before making them available to users
Only Workspace Owners and Editors can see and access the private section. Any content created within this section is automatically restricted to users with these permissions.
Managing Group Users
Changing User Permissions
Changing User Permissions
- 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.
- Scroll or search for the user you want to change.
- Select the role you want to change the user to.
Removing Users from a Group
Removing Users from a Group
- 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.
- Select Remove next to the user that you want to remove from the Group.
Removing a user from a Group only removes them from that specific Group and not the entire workspace.
Video Tutorial
See Group Creation in Action
Watch how to create your first Group and manage user permissions