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

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

Creating nested Groups

Nectir AI allows you to create hierarchical Group structures by nesting Groups within other Groups, much like folders in Google Drive.

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

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