How do I create a new teamspace?
Select the green '+ New teamspace' button located on the top right of the Teamspaces tab. Alternatively, at the end of the listed Teamspace cards, you can select the '+ New teamspace' button.
Enter a teamspace name
(Optional) Add a description
When you create a teamspace, you’ll be automatically added as a teamspace admin with full user management capabilities, including adding and removing team members.
How do I add users to a teamspace?
All users can add another user to teamspaces which they are a member of.
To add users to an existing teamspace:
Open the teamspace
Select the user count badge in the top-right corner (this will show how many users are currently part of the teamspace)
Switch from the 'About' tab to the 'Users' tab in pop-up screen.
Enter the name of the user(s) you want to add
Note:
You can only add users who already have a Xapien account. Invitations can’t be sent by email.
You cannot choose the user's role at the same time as adding them to the teamspace. You must add them first, then promote the user separately.
Can I add myself to an existing teamspace?
No. You can only join an existing teamspace by being invited by a member.
How do I remove users from a teamspace?
Only organisation admins or teamspace admins can remove users from an exisiting teamspace.
To remove users from a teamspace:
Open the teamspace
Select the user count badge in the top-right corner (this will show how many users are currently part of the teamspace)
Switch from the 'About' tab to the 'Users' tab in pop-up screen.
Select the three dots next to the user’s name
Choose 'Remove user'
Can I remove myself from a teamspace?
Unlike removing other users from a teamspace, all users, regardless if they are an Organisation or Teamspace admin, can remove themselves from a teamspace which they are a member of.
What happens when a user is removed from a teamspace?
When a user is removed from a teamspace:
The user loses access to the teamspace reports immediately.
Reports run by the user remain in the teamspace.
How can I see a user's role within a teamspace?
Unless you are an organisation admin, who had access to every teamspace, you can only view the users in teamspaces you are a member of.
To view what role each user in your teamspace has:
Open the teamspace
Select the user count badge in the top-right corner (this will show how many users are currently part of the teamspace)
Switch from the 'About' tab to the 'Users' tab in pop-up screen.
Users are tagged with their role: organisation admin, teamspace admin, and user
How do I change a user's role within a teamspace?
Only organisation Admins or teamspace admins can promote a teamspace user to the Teamspace admin status.
To promote a teamspace user to teamspace admin:
Open the teamspace
Select the user count badge in the top-right corner (this will show how many users are currently part of the teamspace)
Switch from the 'About' tab to the 'Users' tab in pop-up screen.
Select the three dots next to the user’s name
Choose 'Make team admin'
Please note: users are not notified when their role is changed within a teamspace.
Does changing a user's role affect report access?
No. Changing a user's role does not affect their existing report access.
Why won't it let me remove a teamspace admin?
There must be a least one teamspace admin for each teamspace; removing the last teamspace admin is not possible.
How do I delete a teamspace?
Only organisation admins or teamspace admins can delete a teamspace.
To delete a teamspace:
Open the teamspace
Select the user count badge in the top-right corner (this will show how many users are currently part of the teamspace)
Choose 'Delete teamspace'
Type DELETE to confirm
This extra step helps prevent accidental deletions.
Deleting a teamspace permanently deletes all reports within it. There is a warning before this occurs, and you must confirm before deleting the teamspace.
Do all of my reports appear in teamspaces I am a member of?
No - you have control over which reports appear in teamspaces you belong to.
Reports that were run before you became a member of a teamspace will not appear within that teamspace.
After joining a teamspace, you can choose whether to run a report within the teamspace or privately.