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Understanding User Access Levels

Nectir AI has two levels of user access, each serving different organizational purposes:

Workspace Access

Institution-wide access to your entire Nectir AI Workspace. Users can see and access content based on their Workspace role and Group memberships.

Group Access

Specific access to individual Groups (courses, projects, etc.). Users only see content within the Groups they’ve been invited to.

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Three Ways to Provide Access

Choose the method that best fits your institution’s needs:
Best for: Small institutions or selective accessWorkspace Owners manually invite users via email or invitation links. Users gain workspace-wide access and can then be added to specific Groups as needed.Workspace Roles and Permissions:
  • Owner - Complete control over the Workspace
    • Only Owners can create Groups and Assistants that are “Shared with everyone”
    • Only Owners can modify all Shared Groups and Assistants
    • Only Owners can view Private Groups and Assistants usage via Workspace Analytics, but cannnot modify
  • Editor - Can create new and manage existing Groups and Assistants that they have been invited to
  • Member - Can only interact the Groups and Assistants created for them
Best for: Course-specific access or project-based teamsGroup Owners invite users directly to specific Groups. Users only see and access content within those Groups.Group Roles and Permissions:
  • Owner - Complete control over the Group and the Assistants
  • Facilitator - View all view all the settings and analytics, but cannot modify
  • Member - Can only interact with Assistants

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Checking Your Role

Your permissions depend on your Workspace role and your role in each Group. Workspace role: If you see the in the top left, you’re a Workspace Owner, and you can view every member’s role in Workspace Settings > Members. Non-Owners can’t view their own Workspace role in the app, but you can narrow it down: Owners and Editors see the option to create Groups, while Members don’t. To confirm your exact role, ask a Workspace Owner or contact support@nectir.io. Group role: Hover over the Group on the left sidebar, click the three dots, and select Members. Group Owners and Facilitators can open this page and see each member’s role next to their name, including their own. If the three-dot menu doesn’t appear at all, you’re a Member of that Group.
Groups shared with everyone don’t have their own member list. Access to those Groups is managed at the Workspace level.

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Workspace-Level Invitations

Only Workspace Owners can invite users to the Workspace.
1

Access Workspace Settings

Click on the on the top left.
2

Navigate to Members

Click Members on the left sidebar.
3

Start Invitation Process

Click Invite members on the top right.
4

Add Email Addresses

Copy and paste users’ school-provided emails (you can paste directly from your roster - emails will be automatically extracted).
5

Select Role

Select a role for all invitees (you can change this later):
  • Owner - Complete control over the Workspace, can create Groups and Assistants shared with everyone, modify all Shared content, and view all analytics
  • Editor - Can create and manage Groups and Assistants they have been invited to
  • Member - Can only interact with Groups and Assistants created for them
6

Customize Email and Send

Customize invitation email interface
Customize the invitation email message to provide context and motivate your invitees about how Nectir AI can support their learning. You can choose to send the email to:
  • Everyone - All email addresses in your list (including previously invited users)
  • New people only - Only users who haven’t been invited before
Example invitation email with custom message

Example of invitation email with custom message

Use the custom message to explain what Nectir AI is, how it can help students succeed, and encourage them to start using it. A personalized message from you can significantly increase engagement!
Click Send Invite when ready.
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.

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Managing Workspace Users

  1. Access your Workspace Settings by clicking the on the top left
  2. Click Members on the left sidebar
  3. Scroll or search for the user(s) you want to change (multi-select to change multiple users at once)
  4. Select the role you want to change the user(s) to
  1. Access your Workspace Settings by clicking the on the top left
  2. Click Members on the left sidebar
  3. Select the user(s) you want to remove (multi-select to remove multiple users at once)
  4. Click Remove to remove the selected user(s) from the Workspace

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Group-Level Invitations

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How Groups Become Shared

When you invite users to a Group, it automatically changes from “Private” to “Shared”:

Private

Only you have access to the Group/Assistant

Shared

At least one other person has been invited to the Group (either manually or via roster sync)

Shared with Everyone

All Workspace users can view and interact with the Group/Assistant
The sharing level controls access to the Group or Assistant, not chat privacy. Each user’s individual conversations remain private no matter how the Group is shared. Owners and Facilitators see aggregate usage data in Assistant Analytics, such as total messages per user and the key topics discussed across all conversations, but they can’t read anyone’s messages, and topics aren’t linked to individual users. Workspace Owners can view the usage of every Assistant in the Workspace via Workspace Analytics, including Private Assistants, but cannot interact with or modify them.

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Inviting Users to Groups

This method is recommended because you can easily see which users have “Accepted” or are “Pending” their invitation.
1

Access Group Menu

Hover over the Group on the left sidebar and click the three dots and select Members.
2

Start Invitation Process

Click Invite members on the top right.
3

Add Email Addresses

Copy and paste users’ school-provided emails (you can paste directly from your roster - emails will be automatically extracted).
4

Select Role

Select their role permissions:
  • Owner - Complete control over the Group and the Assistants
  • Facilitator - Can view all settings and analytics, but cannot modify
  • Member - Can only interact with Assistants
5

Customize Email and Send

Customize invitation email interface
Customize the invitation email message to provide context and motivate your invitees about how Nectir AI can support their learning. You can choose to send the email to:
  • Everyone - All email addresses in your list (including previously invited users)
  • New people only - Only users who haven’t been invited before
Example invitation email with custom message

Example of invitation email with custom message

Use the custom message to explain what Nectir AI is, how it can help students succeed, and encourage them to start using it. A personalized message from you can significantly increase engagement!
Click Send Invite when ready.
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.

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Managing Group Users

  1. Hover over the Group on the left sidebar and click the three dots and select Members
  2. Scroll or search for the user(s) you want to change (multi-select to change multiple users at once)
  3. Select the role you want to change the user(s) to
  1. Hover over the Group on the left sidebar and click the three dots and select Members
  2. Select the user(s) you want to remove (multi-select to remove multiple users at once)
  3. Click Remove to remove the selected user(s) from the Group
Removing a user from a Group only removes them from that specific Group and not the entire Workspace.

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LTI Integration - Automatic Access

For institutions using LMS integration, users automatically gain access when they click through from your LMS - no manual invitations required.
Benefits of LTI Integration:
  • No manual invitations needed - Users are automatically provisioned when accessing through your LMS
  • Seamless experience - Students and educators access Nectir directly from their LMS
  • Automatic role mapping - LMS roles (Student, Instructor, TA, Admin) automatically map to appropriate Nectir permissions
  • Consistent permissions - Maintains alignment between your LMS and Nectir roles

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How LTI Integration Works

  1. Setup Integration: Your institution configures LTI integration with your LMS
  2. Configure Role Mapping: Map LMS roles to Nectir roles (one-time setup)
  3. Educators Enable Access: Instructors add Nectir to their course pages
  4. Automatic Provisioning: Users are automatically created with appropriate permissions when they access Nectir through the LMS
For detailed LTI setup instructions, find your specific LMS in the sidebar under LMS Integrations for more information.