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Can I track when team members joined my team?
Yes, in the Event Log, all Team Members can view who has joined the team, when they joined, and who invited them. To view the Event Log, go to your Account Settings page. Under the “Teams” section, click “View Team Settings” next to the team. Under Team Member Management, click on Event Log: This log will list the date…
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How do I know if my company has created a team?
Due to security concerns, there is currently no way to search for an existing team in Teamspace. A company, and even an individual at a company, can have several teams. It's best to confer with your colleagues to determine if you should join a team that has already been created.
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Can I download my order documentation from Teamspace?
Yes! From the '3-dot' menu drop-down to the right of your order in Teamspace, click "Download Documents". This will download a zip file of all available documents related to that order - certifications, inspections, order confirmations and packing slips. Additionally, if you'd prefer to download select documents only,…
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Can Teamspace integrate with shop management tools, such as Job Boss?
Not at this time; however, we are aware of this need and will be evaluating feasibility of this in the future.
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Can I invite to a team, only members with my company email domain?
As a team admin, you have the ability to invite anybody to your team. There are no restrictions on email domain. This is especially helpful when working with outside contractor, and you need to have visibility to all of the quotes and orders related to your project and/or company.
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Can I unshare a quote that I've shared with a team?
Yes, you can unshare a quote that you've previously shared with a team. In the quote history table, click on the three dots for the quote you want to unshare, then click Share: You will then be presented with a window and the option to remove (unshare) the quote from the team dashboard:
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Can quotes and orders be shared with more than one team?
Yes, you can share quotes and orders with multiple teams, as long as you are a member of each team.
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Can I receive notifications or alerts on quote and order updates within Teamspace?
Yes! You can customize your notification preferences, including the ability to opt-in for relevant notifications in Team Settings, improving the quoting and ordering process and enhancing project visibility.
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What if someone on my team leaves the company? What happens to their quotes and orders?
Shared quotes and orders will continue to be accessible to the team after someone leaves the company. If there are quotes or orders that must be unshared with the team after the team member has left the company, please contact Xometry Support at support@xometry.com.
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How do I ensure that sensitive information in quotes and orders is securely shared within a team?
When you share a quote or order with a team, all information and files within are accessible to all members of the team. There is currently no way to limit access to data or files within a quote. If you have quotes with sensitive information, we recommend that you only share those quotes with specific users. Alternatively,…