> ## Documentation Index
> Fetch the complete documentation index at: https://support.nectir.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create & Manage Groups

> Learn how to create, duplicate, and manage Groups in your workspace.

Ready to get started? The [Faculty Quick Start Guide](https://www.canva.com/design/DAG3v7_ymbw/HZ9tQYbkLgC1aJ-9pDx4_A/view?utm_content=DAG3v7_ymbw\&utm_campaign=designshare\&utm_medium=link2\&utm_source=uniquelinks\&utlId=h717aaf08de) walks you through setup, student introductions, and ways to encourage use throughout the term.

## Create a Group

<Note>
  Only Workspace Owners and Editors can create Groups.
</Note>

<Frame>
  <img src="https://mintcdn.com/nectir/XcxxEj6IZoS32gfJ/images/create-group.png?fit=max&auto=format&n=XcxxEj6IZoS32gfJ&q=85&s=6cf9273f438e4b0b53e49ef6ab01e3e9" alt="Group creation process" width="1640" height="1336" data-path="images/create-group.png" />
</Frame>

<Steps>
  <Step title="Click 'Create' Button">
    Click the **Create** button in the top left of the sidebar
  </Step>

  <Step title="Select 'Create a Group'">
    Choose the option to create a new Group
  </Step>

  <Step title="Name Your Group">
    Enter a name for your Group
  </Step>

  <Step title="Select Where to Place Your Group">
    Use the dropdown menu to select where you want to create your Group:

    * **Shared with everyone** - Creates a Group shared with everyone in the workspace
    * **Inside any existing Group** - Creates a nested Group that inherits the parent's sharing settings
    * **Private** - Creates a private Group visible only to you (for Workspace Owners and Editors only)
  </Step>

  <Step title="Create the Group">
    Click **Create Group** to finalize your Group creation
  </Step>
</Steps>

## Duplicate a Group

You can duplicate an existing Group to create a new Group with the same structure and Assistants.

### What Happens When You Duplicate a Group

<CardGroup cols="2">
  <Card title="Group Copy" icon="copy">
    A new Group with the same name plus "Copy" will be created
  </Card>

  <Card title="Assistants" icon="robot">
    All Assistants from the original Group will be duplicated
  </Card>

  <Card title="Settings" icon="gear">
    Group and Assistant settings will be preserved, but members will not be duplicated
  </Card>

  <Card title="Ownership" icon="crown">
    You will be the Owner of the new Group
  </Card>
</CardGroup>

### When to Use Group Duplication

* Create a template for different course sections
* Save a backup before making major changes
* Set up a new version for a new semester
* Create a testing environment for new configurations

### How to Duplicate a Group

<Note>
  Only Group Owners and Workspace Owners/Editors can duplicate Groups.
</Note>

<Frame>
  <img src="https://mintcdn.com/nectir/XcxxEj6IZoS32gfJ/images/duplicate-group.png?fit=max&auto=format&n=XcxxEj6IZoS32gfJ&q=85&s=7abdd324abf8b9f4847a87474c66be3f" alt="Duplicate a Group" width="732" height="626" data-path="images/duplicate-group.png" />
</Frame>

<Steps>
  <Step title="Access Group Menu">
    Hover over the Group you want to duplicate and click the three dots menu
  </Step>

  <Step title="Select Duplicate Group">
    Choose **Duplicate Group** from the menu options
  </Step>

  <Step title="Group is Duplicated">
    A duplicate Group with the same name ending in "Copy" will appear on the sidebar with all Assistants duplicated
  </Step>
</Steps>

## Manage a Group

Once you've created or duplicated a Group, you can manage its settings, members, and content.

<AccordionGroup>
  <Accordion title="General Settings">
    Access and modify basic Group information and structure.

    1. Hover over the Group on the left sidebar and click the three dots menu
    2. Select **Settings**
    3. In General Settings, you can:
       * **Change the Group name**: Update the display name
       * **Move to nested structure**: Add this Group as a nested Group under any existing Group you have access to
    4. Click **Save changes** to apply your updates
  </Accordion>

  <Accordion title="Manage Group Members">
    Control who has access to your Group and their permission levels.

    1. Hover over the Group on the left sidebar and click the three dots menu
    2. Select **Invite members**
    3. From here you can:
       * **Invite new members**: Click **Invite members** to add users via email or invitation link
       * **Change roles**: Modify member permissions (Owner, Facilitator, Member)
       * **Remove members**: Click **Remove** next to any user's name

    For detailed instructions on Group-level invitations, see the [Group-Level Invitations section](/user-management/inviting-users#group-level-invitations).

    **For nested Groups**: If your Group is nested under a parent Group, you'll see a **Parent Group Members** tab where you can enable or disable syncing of members from the parent Group. See [Parent Member Sync](/user-management/sync-parent-group-members) for details.
  </Accordion>

  <Accordion title="LMS Integration">
    If your institution has LMS integration set up for this Group, you can sync your course roster to import user names and send invitation emails.

    **To access roster sync:**

    1. Access **Settings** from the three dots menu
    2. Navigate to the **LMS Integration** section
    3. If a course is listed, hover over the three dots next to the course name and click **Roster Sync**

    <Info>
      **Note**: Roster sync does not control access. Once your LMS course is linked to a Group, users can access Nectir AI through the LMS regardless of whether they've been roster synced. For complete information, see [Roster Sync](/user-management/roster-sync).
    </Info>
  </Accordion>
</AccordionGroup>

## Nested Groups

Nested Groups allow you to create hierarchical structures, organizing your content like folders within folders.

### Purpose of Nested Groups

<CardGroup cols="2">
  <Card title="Departmental Organization" icon="building">
    Create a main department Group with nested Groups for specific courses, research teams, or administrative units
  </Card>

  <Card title="Course Management" icon="graduation-cap">
    Set up a primary course Group with nested Groups for different sections, lab groups, or project teams
  </Card>

  <Card title="Multi-level Institutions" icon="sitemap">
    Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
  </Card>

  <Card title="Special Projects" icon="diagram-project">
    Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams
  </Card>
</CardGroup>

### How to Create Nested Groups

<Frame>
  <img src="https://mintcdn.com/nectir/olYLYcCU1yKTFZm8/images/nested-group-create.png?fit=max&auto=format&n=olYLYcCU1yKTFZm8&q=85&s=06e55b0c84387a7191b2983451f46df6" alt="Creating a nested group" width="672" height="752" data-path="images/nested-group-create.png" />
</Frame>

<Steps>
  <Step title="Start Group Creation">
    Click the **Create** button and select **Create a Group**
  </Step>

  <Step title="Select Parent Group">
    In the dropdown menu, choose the existing Group where you want to create the nested Group
  </Step>

  <Step title="Name and Create">
    Enter a name for your nested Group and click **Create Group**
  </Step>
</Steps>

<Info>
  **Permission Inheritance**: 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.
</Info>

<Card title="Managing Parent Group Members" icon="users" href="/user-management/sync-parent-group-members">
  Learn how to view, sync, and manage members inherited from parent Groups in your nested Groups.
</Card>

<Tip>
  Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.
</Tip>

## Private Space for Development

<Frame>
  <img src="https://mintcdn.com/nectir/olYLYcCU1yKTFZm8/images/private-group.png?fit=max&auto=format&n=olYLYcCU1yKTFZm8&q=85&s=4700fe8b0eeb41630a9ced296b5b4c2b" alt="Private space for workspace owners and editors" width="4320" height="3072" data-path="images/private-group.png" />
</Frame>

Workspace Owners and Editors have access to a dedicated private development space where they can:

* 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

This private space eliminates the need for creating separate "sandbox" Groups, as it provides a built-in space for development and testing that's entirely hidden from regular users.

***

## Next Steps

<CardGroup cols="3">
  <Card title="Create an Assistant" icon="robot" href="/creating/create-an-assistant">
    Create your first AI Assistant within your new Group
  </Card>

  <Card title="Invite Users" icon="users" href="/user-management/inviting-users">
    Add members to your Group with appropriate permissions
  </Card>

  <Card title="Add Nectir to a Canvas Course" icon="graduation-cap" href="/getting-started/canvas-embed-assistants">
    Share your Group's Assistants with students through the Canvas sidebar, pages, assignments, or modules
  </Card>
</CardGroup>

### Video Tutorial

<Card title="See Group Creation in Action" icon="play" href="/tutorials/creating-your-first-assistant-series">
  Watch how to create your first Group and manage user permissions
</Card>
