Learn how to create a Group and invite users to it.
Nectir AI offers three distinct ways to organize your Assistants through Groups:
Groups and Assistants shared with the entire workspace
Groups and Assistants shared with specific people you invite manually or via roster sync
Groups and Assistants in your private space, visible only to you
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:
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
Create a main department Group with nested Groups for specific courses, research teams, or administrative units
Set up a primary course Group with nested Groups for different sections, lab groups, or project teams
Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
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.
Workspace Owners and Editors have access to a dedicated private development space where they can:
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.
Before inviting users, understand the available roles:
User can only interact with the Assistants in the Group.
User can view all Group and Assistant information including the Analytics Dashboard, but cannot modify any settings.
User can edit all Group and Assistant information and view Analytics Dashboard.
When you invite users to a Group, it automatically changes from “Private” to “Shared”:
This method is recommended because you can easily see which users have “Accepted” or are “Pending” their invitation.
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.
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:
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.
Create a main department Group with nested Groups for specific courses, research teams, or administrative units
Set up a primary course Group with nested Groups for different sections, lab groups, or project teams
Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams
The management of nested Groups follows the same principles as regular Groups:
Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.
Workspace Owners and Editors now have access to a dedicated private development section where they can:
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.
Changing User Permissions
Removing Users from a Group
Removing a user from a Group only removes them from that specific Group and not the entire workspace.
Watch how to create your first Group and manage user permissions