Teamspace

Teamspaces are an easy way for you to organize and manage your teams, projects, and global organization. Each team has its own dedicated space, collection of projects, members, and branding, enabling smooth collaboration, even in large organizations.

With Teamspaces, you can easily share your Zappi subscription with colleagues by creating separate Teamspaces for each team.

Key Features of Teamspaces

Membership

• You can assign users to a Teamspace to give them access to the projects within that space.

Privacy Settings

• Teamspaces are public by default but can be made private to restrict visibility and access. Private Teamspaces ensure project confidentiality within the organization.

Custom Branding

• Each Teamspace can feature a custom logo and color scheme for easy identification and branding.

Default Properties

• Category and country properties can be configured for each Teamspace to simplify project configuration by predefining some settings.

Using Teamspaces

Roles and permissions

• Every user in an organization needs to be a member of at least one Teamspace.
• User permissions are determined by role and a user can only hold one role in the organization at a time. A user role determines their permissions across all the Teamspaces they have access to.

Navigating Between Teamspaces

Access the Teamspace picker on the top-right corner of the homepage. You can only see the Teamspaces you are a member of.

Up to 5 Teamspaces appear in the dropdown. Click ‘View All’ for the full list and select the desired Teamspace.

Viewing All Projects

Users can easily view their projects per teamspaces by clicking the book icon on the top left hand side corner of their primary navigation.

Projects

Projects are organized into the teamspace they are created in, but can be moved and shared easily, but they can only be in one Teamspace at a time.

Users who have access to a project can move it between other teamspaces they have access to. 

Sharing Projects

Projects can be shared with individual users or all members of a Teamspace.

• If shared with non-members, they will be invited to join the Teamspace.

Note: For private Teamspaces, projects cannot be shared with non-members unless an admin adds them to the Teamspace.

Moving Projects Between Teamspaces

• To move a project:
  • Open the project page, click the three-dot menu, and select Move Teamspace.
  • Choose the new Teamspace and confirm.
• Important Considerations:
  • Projects shared with all members will remain accessible to everyone in the new Teamspace.
  • Individual users with access will lose it post-move.
  • The user performing the move retains access.

Admin Capabilities

Create a new Teamspace

1. On the homepage, click the Teamspace picker and select Manage or Create Teamspaces.

2. On the management page, click Add Teamspace in the top-right corner.
3. Provide a name for the new Teamspace and click Add.
   • You can choose to make the Teamspace private. Private Teamspaces are hidden from non-members, and access requires an admin invitation.

4. Add details to your new teamspace. 
   • Add members by clicking Add User. To invite new users to Zappi, navigate to Users and Groups in the main menu, click Invite User, enter their email address, and select the desired Teamspace(s).
   • Add any relevant categories and countries to help streamline future project configurations.
   • Add an image or logo and choose your brand colors to help differentiate this new teamspace from others.

Another way to quickly create a new teamspace is by duplicating an existing one. On the Teamspace management page, click the 3 dots of the teamspace you want to duplicate and click Duplicate. When duplicating a teamspace, the name, branding, category and country properties are duplicated. Projects will not be duplicated.

Managing Teamspaces

1. On the homepage, click the Teamspace picker and select Manage or Create Teamspaces.

2. On the Teamspace management page, you can:
   • Audit Teamspaces to review privacy settings, members, categories, and countries.
   • Use the three-dot menu to edit, duplicate, or delete a Teamspace.

3. When editing a Teamspace, you can update:
   • Members
   • Visibility (public/private)
   • Logo and colors
   • Categories
   • Country

Privacy settings

Teamspaces can be either public or private, offering flexibility for collaboration and confidentiality:

Public - Teamspaces are public by default. Meaning that members in the teamspace can invite any other users in the organisation to that teamspace when they share projects.

Private -  Private teamspaces can only be accessed by certain members invited by an admin user.

This setting can be edited from the Teamspace edit page by selecting the relevant option under Visibility.