What are Teamspaces?
Teamspaces are shared spaces where groups of users can work together and keep their reports in one place.
They help you:
Keep reports organised, so nothing gets lost in a busy report centre
See all reports run by your team, reducing duplicate work
Give visibility across teams while keeping the right access controls
You can belong to multiple teamspaces, making it easy to collaborate across different projects or departments.
How do Teamspaces work?
You’ll find teamspaces in the tab on the left-hand side of the home portal.
Each teamspace is shown as a card, displaying:
The teamspace name
An optional description
The number of users in the teamspace
Managing Teamspaces
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
How do I add users to a teamspace?
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.
How do I remove users from a 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'
How do I 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.
Do all of my reports appear in teamspaces I am a member of?
Yes. If you’re a member of a teamspace, every report you run will appear in that teamspace.