Introducing Xometry Teamspace
Teamspace is a collaborative workspace within your Xometry account that gives you and your team members quick and easy access to quotes, order placement, part statuses, tracking information, tool details, documentation, and more.
What Can I Use Teamspace For?
Once you're part of an established team, you can navigate to the Teamspace dashboard to do things such as:
- View shared quotes between you and team members
- Invite and manage your team.
- View any shared Tools and Tool Details
- Place orders on behalf of team members or yourself
- Check quote, order, and line item statuses
- Track deliveries and find tracking numbers
- Download order-specific documentation such as confirmations, inspection reports, or certifications
How Do I Create A New Team?
You can start your Team by navigating to your Account Settings page. Once there, click the Create A New Team button in your team summary section.
From there, follow the steps, including naming your team and inviting members. You'll be brought to your new Team Dashboard when you're finished. The drop-down menu at the top left allows you to toggle between your Team Dashboard and Personal Dashboard.
Video Walkthrough
The video below walks you through all the features of Teamspace as well as tips and tricks.
How Do I Join A Team?
An administrator (usually the team's creator) must send you an invitation to join a team. The team invite will be sent to your email address, where you can accept it and join the team. If you didn't receive an invite, contact the team's administrator and ask them to send you one.
How Do I Leave A Team?
To leave a team, go to your Account Settings. Under the Teams section, click View Team Settings next to the team you'd wish to leave. From there, find your name in the team members list and click the red Leave Team text.
How Can I Search For Team Orders?
Scroll down to the Team Orders from your team's dashboard. Make sure you have Orders selected from the navigation tabs. From there, you can use the search bar to locate orders using various criteria, including order number, PO number, quoter name, order status, and more!
How Do I Share A Quote With My Team?
You can share quotes with your team in several ways. The first is simply opening the quote from your Personal Dashboard and then using the Share function. Teams you are a part of will be displayed, or you can search for the team name by typing it in.
Auto-Sharing to a Team
When joining a team for the first time, you may be asked if you’d like to share your quote and order history. Doing so will bring all your previous quotes and orders into the team dashboard view. To do this later, you can click the Autoshare My New Quotes toggle. The autoshare toggle is a set-it-and-forget-it feature that, when enabled, will automatically share newly generated quotes with the team.
Bulk-Sharing Quotes to a Team
If you prefer to share specific projects, you can visit your personal quote or order history pages under your account. On these pages, you can make multiple selections and share the selected items all in one action with the Share button. Select the corresponding team from the drop-down menu or type the team name to find it.
How do I Tag Quotes?
When you are finished configuring a quote shared with a team, you can tag it for review, approval, or ready for ordering via the Mark Your Quote drop-down menu on the quote summary screen. This tag will be displayed on the team dashboard under the team quotes table. Tagging simplifies your review and ordering processes, highlighting the quotes requiring attention from others, such as the buyers responsible for placing orders in your organization.
Tags include Ready for Review, Review Approved, and Ready to Order. You or your Team can update and manage tags.
Roles and Administration of Teams
Your assigned role is the primary driver of your ability to manage your teams. There are two types of roles available: Admins and Contributors.
If you are the team creator, you are assigned the Admin role by default. On the other hand, if you join a team through an invitation, you will be assigned the contributor role.
Admins can access all of the same features and actions as contributors; however, they also have access to additional team management features. These include inviting or removing team members, viewing or canceling pending invitations, designating roles, and deactivating, reactivating, or renaming a team.
Admin Features in Teamspace
An admin can rename or deactivate a team by clicking the three dots on the Team Name panel. Note that deactivating a team will not remove any information associated with teams, such as active quotes or orders; it simply hides the team from view and can be reactivated later if desired.
Admins can remove users or change their roles by checking the box next to their name on the Team Members list, selecting an action from the drop-down menu in the upper right corner, and clicking the Update button to apply the change.
Lastly, the Event Log tab can help track team changes and see who made them.
Updating your Teamspace Notifications
Select Teamspace Sharing in the upper left of your Team to find your default settings for quote sharing. Under Teamspace Notifications, you’ll find various email notification options. These include notifications for quote status changes, newly shared quotes, order confirmations, and shipping notifications. E-mail notifications can benefit purchasers, project managers, and others responsible for approvals, order placement, and status tracking.
Need help with Teamspace? Contact support@xometry.com for assistance or questions.
