Managing Your Teams

Teams are the core of organization in Space. They group users together and determine what custom information is tracked for items.

1. Navigate to Team Management

1. From the main navigation menu, select Settings.
2. Select the Organization Settings category.
3. Expand the Team Management section.

Creating a New Team

If you have permission to manage the organization, you can create new teams.

1. Click the Create New Team button.
2. In the modal that appears, enter a Team Name and an optional Team Description.
3. Click Create Team.

Managing Custom Attributes for a Team

The most powerful feature of teams is the ability to define Custom Attributes. These are the unique data fields that will appear when a user adds an item and assigns it to that team.

1. From the Team Management section, select a team from the Select Team dropdown.
2. The details for that team will appear. Scroll down to the “Custom Attributes” section.
3. Click the Add icon to open the “Create Attribute” sheet.

Creating a New Attribute

1. Attribute Name: Give the field a clear name (e.g., “Serial Number”).
2. Description (Optional): Provide a hint for your users (e.g., “Enter the 12-digit serial number”).
3. Data Type: Choose the type of data this field will hold. This is important and cannot be changed later.
   • text: For any text.
   • integer: For whole numbers.
   • date: For a date picker.
   • boolean: For a true/false checkbox.
   • float: For numbers with decimal points.
   • currency: For monetary values.
   • url: For web addresses.
   • email: For email addresses.
   • phone: For phone numbers.
4. Make this a required field: Check this box if users must fill out this attribute before saving an item.
5. Click Save.

Your new attribute will now appear on the Add Item page for any item assigned to this team.

Ritchie’s Tip: Think carefully about the Data Type when creating an attribute! Choosing integer for a “Price” field won’t allow for decimal points, so currency or float would be better.