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.
Click 'Create' Button
Click the Create button in the top left of the sidebar
Select 'Create a Group'
Choose the option to create a new Group
Name Your Group
Enter a name for your Group
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.
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
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.
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.”
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.
Creating Nested Groups
Nectir AI allows you to create hierarchical Group structures by nesting Groups within other Groups, much like folders in Google Drive.
Click 'Create' Button
Click the Create button in the top left of the sidebar
Select 'Create a Group'
Choose the option to create a new Group
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)
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
Workspace Owners and Editors now have access to a dedicated private development section where they can:
- Create Groups and Assistants visible only to them
- Test and refine Assistants before making them available to users
This private section eliminates the need for creating separate “sandbox” Groups, as it provides a built-in space for development and testing that’s hidden from regular 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
Video Tutorial
See Group Creation in Action
Watch how to create your first Group and manage user permissions