How do I create a new teamspace?
Select + New teamspace — you'll find this button in the top-right corner of the Teams tab, or at the end of the teamspace cards.
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?
Any member of a teamspace can add other users to it.
To add users to an existing teamspace:
Open the teamspace
Select the user count badge in the top-right corner (this shows how many users are currently in the teamspace)
Switch from the 'About' tab to the 'Users' tab in the 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 existing teamspace.
To remove users from a teamspace:
Open the teamspace
Open the user panel by selecting the user count badge in the top-right corner, then switching to the 'Users' tab
Select the three dots next to the user's name
Choose 'Remove user'
Can I remove myself from a teamspace?
Yes. Any teamspace member can remove themselves, regardless of whether they are an organisation admin or teamspace admin.
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 has 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
Open the user panel (select the user count badge, then switch to the 'Users' tab)
Users are tagged with their role: organisation admin, teamspace admin, or user
How do I change a user's role within a teamspace?
Only organisation admins or teamspace admins can promote a teamspace user to teamspace admin.
To promote a user:
Open the teamspace
Open the user panel (select the user count badge, then switch to the 'Users' tab)
Hover over the user role and select the three dots that appear
Choose 'Make team admin'
To demote a teamspace admin back to a regular user, follow the same steps and choose 'Remove team admin rights'.
Please note:
Users are not notified when their role is changed within a teamspace.
There must be at least one teamspace admin for each 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 at 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.
For more on how teamspaces work and how to run reports within them, see Using teamspaces.