Teamspaces

Teamspaces consist of folders and boards for a closed group of users to collaborate. The intention of the teamspace is to restrict access to content at a higher level. The access rights of a teamspace are inherited through its folders and boards.

Creating Teamspaces

To create a new Teamspace:

  1. Click the "+" icon to create a new Teamspace.

  2. Rename the Teamspace by using a good name that users will understand.

  3. Now you can create folders and boards within the teamspace.

Tip: Use clear, descriptive names for your teamspaces to help team members quickly identify the right space for their work.

Teamspace Settings

Once a teamspace is created, you can access its settings by following these steps:

  1. Click the "…" (More Options) menu on your teamspace.

  2. Click Settings to access the configuration panel.

  3. Here you can:

    • Change the description to provide context about the teamspace's purpose

    • See the members assigned to the teamspace

    • Adjust other relevant teamspace configurations

Sharing Teamspaces

To share a teamspace with your team:

  1. Go to the teamspace Settings or click the Share button.

  2. Click the Share button to open the sharing dialog.

  3. You can invite:

    • Viewer users (only users with Viewer roles will appear)

    • Editor users (only users with Editor roles will appear)

    • Teamspace Admins (only users with Editor role will appear)

  4. Select the users or groups you want to share with.

  5. Click the Share button to confirm.

⚠️ Important: Only users with a valid YouDesign Models license will be shown in the sharing dialog. Make sure group members have a valid YouDesign Models license, too. Otherwise, they can't access the solution.

Tip: You can also invite entire groups of users at once. Just ensure all group members have the appropriate YouDesign Models license and role assigned.

User Roles in Teamspaces

Different roles have different levels of access and permissions within a teamspace:

  • Viewer: Can view boards and content within the teamspace but cannot make edits.

  • Editor: Can create, edit, and manage boards and content within the teamspace.

  • Teamspace Admin: Has full administrative control over the teamspace, including managing members, settings, and access permissions.

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