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What’s Roster Sync

Roster Sync allows you to import user names from your LMS course into Nectir and send them formal invitation notifications. Roster sync doesn’t control access - once you link an LMS course to a Nectir Group, anyone in that course can access Nectir AI through the LMS button regardless of whether they’ve been roster synced.
Important: Roster sync is voluntary and doesn’t grant or restrict access. Users can access Nectir AI through the LMS as soon as the course is linked, even if roster sync hasn’t been performed. Roster sync adds user names to your Nectir Group members list and optionally sends formal invitation emails.

What Roster Sync Does

When you perform a roster sync:
  1. Adds active LMS course members to the Nectir Group members list
  2. Assigns each user a Workspace role and a Group role based on their role within that specific LMS course (according to your LMS role mapping configuration)
  3. Removes Group members who are no longer active in the LMS course, unless they’re active in another LMS course linked to the Group
  4. Optionally sends invitation emails to formally notify users that Nectir AI is available in their course
Users whose email domain isn’t in the Workspace’s allowed email domains are skipped.

Why Use Roster Sync

Since roster sync doesn’t control access, you might wonder why to use it at all:
  • Visibility - See a list of who’s in your course within Nectir
  • Communication - Send formal invitation emails to announce Nectir AI availability
  • Record keeping - Maintain a roster of users for reference and management
LMS Role Mapping: Roster sync uses your Workspace’s LMS role mapping configuration to determine which Workspace and Group roles users receive in Nectir. This configuration is managed by Workspace Owners in Workspace Settings. Your role is determined by your position within the specific LMS course.

How to Roster Sync

During Initial Course Linking

Linking an LMS course to a Group doesn’t sync the roster. After you link the course, Nectir opens the Group’s settings, and you can roster sync from LMS Integration whenever you’re ready, for example after you’ve finished setting up Assistants.

After Course Linking

You can roster sync at any time after the course is linked:
1

Navigate to Group Settings

Go to the Group that’s linked to your LMS course
2

Open LMS Integration

In the left sidebar, select LMS Integration
3

Access Roster Sync

Click the three dots menu next to the linked course and select Sync LMS Roster
4

Choose Whether to Send an Invitation Email

A dialog asks whether to email an invitation to the users being synced. Under Send To, choose who gets the email, and optionally add a custom message:
  • Everyone - Send to all users in the sync
  • New Members - Send only to users joining the Workspace for the first time
Then start the sync:
  • Send Email - Sync the roster and send the invitation email
  • Skip Email - Sync the roster without emailing users (they can still access Nectir AI through the LMS)
When to send:
  • You’re ready to launch and want to announce Nectir AI availability
  • You want to provide specific instructions or guidelines about using the Assistants
When to skip:
  • You want to test Assistants before making them widely available
  • You prefer to announce Nectir AI through other communication channels
  • Users are already familiar with Nectir AI from previous courses

When to Roster Sync Again

You may want to perform roster sync again throughout the term to keep your records up to date:
  • New student enrollments - Import names of students who added the course after the initial sync
  • Late adds or drops - Update your Nectir Group members list to reflect LMS enrollment changes
  • Send announcements - Use the email feature to communicate updates about Nectir AI
Remember: New users can already access Nectir AI through the LMS even before roster sync. Syncing again updates your member list and lets you send invitation emails to new enrollees.

Best Practices

Since roster sync doesn’t affect access, you can perform it whenever convenient. Many instructors sync when ready to launch, then periodically throughout the term to keep their member list current and send announcements to new enrollees.
Consider skipping the notification email during initial roster sync until you’ve verified your Assistants are working as expected. You can always send invitation emails later.
When sending invitation emails, explain what Nectir AI is, how to access it through the LMS, and what students can expect. Include links to any relevant documentation or guidelines.
Remember that roster sync is entirely optional - users can access Nectir AI whether or not they’ve been synced. Use roster sync primarily for visibility into who’s in your course and for sending formal communications.

Troubleshooting

  • Verify the course is properly linked in Group Settings > LMS Integration
  • Check that users are actually enrolled in the LMS course
  • Check that their email domain is in the Workspace’s allowed email domains
  • Try performing the roster sync again
  • Remember: Users can still access Nectir AI through the LMS even if they don’t appear in the member list
  • Check the user’s role within the specific LMS course (not their overall institution role)
  • Review the LMS role mapping configuration in Workspace Settings (managed by Workspace Owners)
  • Roster sync sets each user’s Workspace and Group role from the LMS role mapping and updates it on later syncs. To keep a role you set manually, select Unlink Role From LMS in the user’s role menu on the Members page
  • Verify you selected the option to send emails during roster sync
  • Check that users have valid email addresses in the LMS
  • Contact support@nectir.io if emails continue not to send

See Also

Canvas Workspace Setup

Complete guide to setting up your Workspace through Canvas

LMS Role Mapping

Configure how LMS roles map to Nectir permissions

Group Settings

Manage Group settings and access LMS integration options