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As your workspace grows, structure becomes critical. Teamspaces help you organize models, boards, and databases by team, function, or use case—while keeping collaboration and access control clean.

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Accessing Teamspaces

You can access teamspaces from:
  • the left navigation bar
    • collapsed state → click the grid icon
    • expanded state → under Spaces
  • the profile menu → Switch workspace / space
Every user starts with a Private Space, where personal work is stored. This space is not shared with others.

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Why Teamspaces matter

Teamspaces help you:
  • separate planning areas (e.g., Finance, RevOps, Sales)
  • control access to sensitive models (budgets, forecasts)
  • avoid clutter and duplicate work
  • create a clear ownership structure
Typical teamspace setup:
  • Finance → budgeting, forecasting, actuals
  • Revenue / GTM → pipeline, ARR, CAC models
  • Executive → dashboards and reporting
  • Scenario planning → what-if and simulations

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Creating a Teamspace

To create a new teamspace:
  1. Click + next to Spaces
  2. Enter:
    • Teamspace name
    • Description
    • Join permission
      • Open → anyone can join
      • Closed → invite only
  3. Click Create
You can also create folders inside a teamspace to further organize content.

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Managing Teamspaces

Open a teamspace and use the ••• (more options) menu to access settings. Teamspace settings are organized into three main tabs:
  • General → basic settings, permissions, and lifecycle actions
  • Members → manage users and roles
  • Security → control who can perform critical actions

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General

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General settings

  • Update name and description
  • Change join permissions (open / closed)

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Permissions & access

Teamspaces allow you to define what different roles can do.

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Roles

  • Teamspace Owner → full control
  • Teamspace Member → access based on permissions

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Access levels

You can configure:
  • View → read-only
  • Edit → modify content
  • Full access → manage content and settings

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Leaving or deleting a Teamspace

  • Leave teamspace - Removes it from your sidebar
  • Delete teamspace - Permanently deletes all content
Note:
You cannot leave a teamspace if you are the only member.
Add another member first—ownership will be reassigned if needed.

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Members

From the Members tab:
  • Add users from the workspace
  • Assign roles:
    • Owner
    • Member
  • Control who has access to the teamspace

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Security

From the Security tab, you can define:
  • Who can invite and manage members
  • Who can change teamspace settings
  • Who can delete the teamspace
This ensures governance, especially for sensitive financial data.

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Best practices

  • Organize by function, not temporary projects
    (e.g., “Finance” instead of “Q2 Planning Temp”)
  • Keep sensitive models in restricted teamspaces
  • Use folders inside teamspaces for structured workflows
  • Avoid frequent restructuring to maintain a single source of truth
A well-structured workspace ensures teams can move faster, collaborate better, and trust their data.