Teamspace (Closed Beta)

Teamspaces is a powerful functionality designed to help you organize and manage the work of multiple teams and projects under a single 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 without interfering with workflows and projects by creating separate Teamspaces for each team.


Key Features of Teamspaces

Membership

  • Teamspaces have members. A user must be a member of a Teamspace to access its projects.

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, simplifying the setup process by predefining relevant settings.

Creating a New Teamspace (Admin Only)

  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.
    • ☝️ Note: You can opt to make the Teamspace private. Private Teamspaces are hidden from non-members, and access requires an admin invitation.
  4. Add members by clicking Add User.
    • To add new users, navigate to Users and Groups in the main menu, click Invite User, enter their email address, and select the desired Teamspace(s).

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. ☝️Note that projects are not duplicated as a result.


Managing Teamspaces (Admin Only)

  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 Teamspace: Visible to everyone in the organization. Members can invite others.
  • Private Teamspace: Hidden from non-members. Access requires an admin invitation.

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

Using Teamspaces (All Users)

Permissions

  • Every user in an organisation 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. A user role determines their permissions across all the Teamspaces they have access to.
  • Admins:
    • Can view and manage all Teamspaces from the Organization Settings page.
    • Can choose to join specific Teamspaces to interact with project configurations and reports as needed.

Navigating Between Teamspaces

Users can only navigate between the teamspaces they are members of. To navigate between teamspaces:

Access the Teamspace picker on the top-right corner of the homepage.

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 they projects per teamspaces by clicking the book icon on the top left hand side corner of their primary navigation.

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:
    1. Open the project page, click the three-dot menu, and select Move Teamspace.
    2. 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.