What is a teamspace?

Who can create or manage teamspaces? 

How can I create a teamspace in my CRM? 

 To create a teamspace: 

1. Click the Teamspace switcher in the secondary sidebar.
   
2. Click + New Teamspace.
   
   
   
   
3. In the Create New Teamspace page, set your teamspace icon. You have the option to either upload your own icon or choose from a selection of icon colors. If you opt for a color, the icon will feature the first two letters of the teamspace name set against the chosen color as its background.
   
4. Enter the name of the teamspace and give it a description.
   
5. Click + Add Modules. In the popup that appears, select the org modules for your teamspace and click Add.
6. In the same popup, click + Create Folder to create a folder. Add a folder name and click Create.
   
7. Once created, you can select the folder when you add modules.
   
8. You can also rearrange modules, move them to another folder, and remove them in this space.
   
9. Once you've selected the modules, you can disable or enable the Reports tab and Analytics tab for the teamspace users. By default, they will be enabled.
   
10. Select the teamspace admin. This person will be able to manage the teamspace going forward. This can be any CRM user.
    
11. Manage access to the teamspace by either making it available for all users or for selected users.
    In case you've chosen the latter, you can add users, roles, profiles, and groups to the teamspace.
12. Click Save.

You've successfully created a brand-new teamspace!

Note: You can also create a teamspace by navigating to Setup > Customization > Teamspace and clicking Create Teamspace.

How can I delete a teamspace? 

 To delete a teamspace: 

1. Click the Teamspace switcher in the secondary sidebar.
   
2. Hover over a teamspace and click the delete icon.
3. In the Delete Teamspace popup, click Yes, delete.

How to add or remove users in an existing teamspace?

 To add or remove users:   

1. Click the Teamspace switcher in the secondary sidebar.
   
2. Hover over the teamspace you want to add users to and click the Edit icon.
   
3. In the Edit Teamspace page, in the Admin & Permissions section, manage access to the teamspace by either making it available for all users or for selected users.
   
4. In case you've chosen selected users, you can add users, roles, profiles, and groups to the teamspace and click Save.
   
5. Click Save to save the changes to your teamspace.
   

What is a folder in teamspace? 

How many teamspaces can I add in my CRM? 

1. Zoho CRM Standard Edition: Allows up to 5 teamspaces.
   
2. Zoho CRM Professional Edition: Permits the creation of up to 10 teamspaces.
   
3. Zoho CRM Enterprise Edition: You can add up to 25 teamspaces.
   
4. Zoho CRM Ultimate Edition: Also offers the ability to add up to 25 teamspaces.

Does a teamspace automatically grant access to a teamspace admin? 

1. Click the Teamspace switcher in the secondary sidebar.
   
2. Click on Manage Teamspace.
   
3. Choose the teamspace from the list click the Edit icon.
4. In the Edit Teamspace page, in the Admin & Permissions section, give access to the teamspace by adding yourself as the teamspace user.
   
   
   

   

Who can be made an admin for a teamspace? 

1. Any active user in your organisation can be designated as the admin for a teamspace.
   
2. Each teamspace is limited to having just one admin. However, any user who holds an administrator profile or has the Manage Teamspace permission is capable of managing the teamspace.
   

Can a user be a part of more than one teamspace? 

What is the difference between a CRM admin, a teamspace admin, and a team module admin? 

What will happen when a teamspace is deleted? 

Can Organization modules be added to multiple teamspaces?

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In which editions of Zoho CRM are Teamspaces available?