You have
just created your Teamwork Spaces
site,
so now it's time to get set up and
start
working!
We’re
here
to
help
you
collaborate
with
your
team
and
build
out a
library
of
your
most
important
information. From
workflow
processes
to
company
guidelines,
you
can
create
a
single
source
of
documentation
for
your
organization. | Curriculum |
|---|---|
| ◑ Exploring your
site | |
| ◑ Navigating your
profile menu | |
| ◑ Uploading a
profile photo | |
◑ Inviting your
team
to your site | |
| ◑ Creating spaces
and pages | |
| ◑ Managing space
member
permissions |
Exploring
your
site
When you first sign up to
Teamwork Spaces and open your site,
you will see a welcome message.
Once you click Get
started, you'll be redirected to
the Home area of your site which acts as a
hub for all of your site's spaces,
templates, and tags, as well as your
personal starred spaces and pages.
During your trial period:
- You will
see
a Subscribe button
near the top right of your site which
provides a quick link to your Teamwork
Spaces subscription area.
- All users you add to your site will be
set as active users by default.
When subscribing to Teamwork Spaces,
you can either pay for all enabled users,
or
disable those you do not want to pay for
before subscribing.
Once you subscribe to a Teamwork Spaces
plan
and move out of your trial
period, the Subscribe button will no
longer
show. At
that point, only site administrators in
the
owner company will be able to manage your
subscription.
Navigating your
profile
menu
Your profile avatar is located at
the far right of the navigation bar at the
top
of your site. Clicking it will open a
dropdown
menu with quick links to various
areas.
Menu options include:
- Settings:
- Personal - profile photo, name,
email, password.
- Subscription - manage your
subscription to Teamwork
Spaces.
- API Keys
- Subscription - quick link to your
Teamwork Spaces subscription
information.
- Send us feedback - send a message
directly to Teamwork's support
team.
- What's New - Teamwork adds
announcements
and tips about features here. Whenever
you
have unread items, you will see a red
count to the right.
- Help - access Teamwork help
docs
and other support center items.
- Log Out
Uploading a profile
photo
Each time a user account is added to
your site, they will be assigned a profile
image with their initials by
default.
You can personalize your profile by adding a custom
image instead, making you
quickly identifiable to your team! Click
your
avatar and select Settings from
the dropdown
menu.
In
the Personal tab of the
settings
area, click Change image to add a
custom image from your
computer.
As soon as you select
the image,
your
avatar will update
automatically.
Inviting
your
team
Now that your profile is set
up,
it's time to start adding
your
team so
you
can start collaborating and
producing valuable
content!
You can manage the users on
your
site via the main People area.
In
the All Users subsection, just
click Invite
people to
get
started.
Each time you add a user to
your
site, you can enter their
first
name, second name, and email
address.
Teamwork users
If
you
set up
Teamwork
Spaces
through
an
existing
Teamwork account,
all
existing
users will be synced to Teamwork
Spaces
automatically.
The
administrator
setting
up
Teamwork
Spaces
will
be
enabled as an active user by
default. All
other imported users
and
collaborators
will
be set
to
inactive.
During
your
trial,
only
active
users
will
have
access
to
Teamwork
Spaces. You
can
edit a
user’s
active
status
via
the People
section.
Administrator permissions
will
be
inherited
from
Teamwork,
meaning
any
site
administrators
in
Teamwork will
be
flagged
as
administrators
in
Teamwork
Spaces.
Check out our help article about the Teamwork auto sync to
understand its full impact on your
subscription and user access.
Creating spaces and
pages
Now
things really
start
to
get
interesting! Let's
explore creating a
space and adding some
pages to
it.
To do this, go to the
Home section at the
top
of your site. If you
created a space during the
welcome tour, you will see
it listed here - the Home area
is where you can
view a list of all spaces
on your site!
When adding
a
new space, you can
either
click the Create a
space button
at the top of the Home
area or use
the Create a
space card
within the list of
spaces.
You can give the new space a title and
select a color theme and icon. You can
also:
- Select a category for the space or
leave it uncategorized.
- Make the space private.
- Note: A private space
can only be accessed by the
creator, and site
administrators.
- Update the slug for the space via the
Advanced section.
When you create a space,
you will
automatically be directed to it. Each
space
will be populated with
a base Home page by
default.
In the space options menu (three dots) to
the right of the space name, you can jump
to:
- Activity - view a timeline of changes
made
by members of the space.
- Options - customize the space's
personalization settings.
- You can also link the space to a
project in your associated
Teamwork site.
- Permissions - view and manage existing
space
members and their permissions, as well
as
add new people to the space.
- Reorder pages - use drag and drop to
change the order the pages are
displayed
in the left pane.
- Attachments
- Trash
Click the Add
page button in the left
navigation pane to create a new page in
the
space.
The page editor will open where you
can set a title for the page and add
contents.
Click Publish to save
the page. The arrow to the right of
the Publish button allows you to
publish with a note in the version
history. If you
click Close, the page will
added
as Untitled.
Managing space member
permissions
The permissions area
gives you control over who can access an
individual space. As well as enabling you
to limit access for more sensitive
information, tailoring space members can
help improve your users' experience by
only giving them access to content
relevant to them.
Depending on the content at
hand, you can add individuals or entire
companies. Further control can be achieved
through the space permissions - grant
read-only, edit, or manage access on a
per-user or
per-company basis.
| Summary | |
|---|---|
| Now
that you have
completed
the
introduction to
Teamwork Spaces for
administrators,
you
can
easily take the
following
actions
on your site: | |
| Chapter | Skill |
| Exploring your
site | ✓ Take the
onboarding
tour |
| Navigating your
profile | ✓ Use the
navigation
options in your
profile menu |
| Customizing your
profile | ✓ Upload a
profile
photo ✓ Fill out your
personal
details |
| Inviting your team to
your site | ✓ Add a new user
to your site ✓ Manage users
synced from
Teamwork |
| Creating spaces and
pages | ✓ Create a new
space via the Home
area ✓ Explore the
space ✓ Create a page
within the
space ✓ Managing space
member permissions |