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Examples of teamspaces based on business functions include sales, marketing, operations, legal, and so on.

1. Construction and development (for real estate)
   
2. Transportation, warehouse, and procurement (for logistics)
   
3. Supply chain management, QA/QC, and Maintenance (for manufacturing)
   
4. Risk management and underwriting (for finance organizations)
   
5. Food and beverage, events and entertainment, and guest relations (for hospitality-related businesses)
   
   

1. The marketing manager as teamspace admin
   
2. Product marketers, content marketers, social media marketers, marketing analysts, interns, and so on as teamspace members.
   
3. Leads, Campaigns, Social, Ads, Case Studies, Win/Loss Analysis, Competitor Analysis, etc. as modules
   

Create a teamspace

1. Click the teamspace switcher at the bottom of the secondary sidebar and click + New Teamspace.
   
   
2. In the Create New Teamspace page, Click on the teamspace to set an icon by either a) uploading an icon or b) selecting one of the icon colors. If you opt for the latter, the icon will display the first two letters of the teamspace name on a background of the chosen color. Enter the name of the teamspace and give it a description.
   
   
3. Click Add Modules. In the popup that appears, select the modules for your teamspace and click Add.
   
   
4. In the same popup, click + Create Folder to create a folder. Add a folder name and click Create.
   
   Once created, you can select the folder when you add modules.
   
5. You can also rearrange modules, move them to another folder, and remove them in this space.
   
   
6. 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.
   
7. Select the teamspace admin. This person will be able to manage the teamspace going forward. This can be any CRM user.
   
   
8. 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 and click Save.
   
   Please note that the teamspace admin will not be added automatically when you choose selected users.
   
9. Click Save.
   
   

Note

1. You can also create a teamspace by navigating to Setup > Customization > Teamspace and clicking Create Teamspace.
   
2. Any CRM user can be added as the teamspace admin. That user will be able to make changes to that teamspace. No profile permission is needed for a CRM user to be a teamspace admin.
   
3. Any user with the Manage Teamspace permission enabled in their profile will be able to manage all teamspaces.
   
4. You can view the modules present in a teamspace by navigating to Setup > Customization > Teamspace. In a teamspace card, click the info icon.

Switch teamspaces

1. Clicking the teamspace switcher in the sidebar.
   
2. Selecting the teamspace you want to switch to.
   

Add or remove users/modules in an existing teamspace

1. Click the teamspace switcher in the sidebar.
   
2. Hover over the teamspace you want to add users to and click the edit icon.
   
3. In the Edit Teamspace page, click + Add Modules.
   
4. In the popup that appears, select the org modules for your teamspace, select the folder, and click Add.
   
5. In the Admin & Permissions section, manage access to the teamspace by either making it available for all users or for selected users.
   
6. In case you've chosen selected users, you can add users, roles, profiles, and groups to the teamspace and click Save.
   
7. Click Save to save the changes to your teamspace.
   

Note

1. Users with Manage Teamspace permission, as well as Teamspace admins and CRM admins, have the ability to add, remove, and rearrange modules directly within the sidebar.
   
2. This can be done for all teamspaces by CRM admins and users with Manage Teamspace permission, while Teamspace admins can only do so for the teamspaces where they have been designated as admins.
   
3. They can:
   
1. Within the required teamspace, click the Modules tab in the sidebar.
   
2. Click the Manage Modules icon () inside the Modules tab.
   
3. They can add modules by clicking the Add Module () icon, adding the necessary modules, and clicking Add Selected.
   
4. In the Choose Folder popup, select the folder where these modules need to be added and click Done.
   
5. They can move the module to a new folder, remove it, and rearrange it as well.
   
4. Team module admins and org admins can even create modules by clicking the handy + icon.
   
   

Edit a teamspace

1. Click the teamspace switcher at the bottom of the secondary sidebar. 
   
2. Hover over the teamspace you want to add users to and click the edit icon.
3. Make the necessary changes in the Edit Teamspace page.
   
4. Click Save.
   

Note
You can also edit a teamspace by navigating to Setup > Customization > Teamspace. Hover over a teamspace card and click the edit icon.

Delete a teamspace

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

Note
A team module can be added to multiple teamspaces. It gets unlinked from a teamspace when it is removed from a teamspace or if the teamspace is deleted. An unlinked team module can be added to a teamspace, just like you'd add any other module.