Teamspace settings

The Teamspace menu centralizes teamspace structure and access settings. Each teamspace has its own data source scope, member list, and advanced settings such as currency, custom exchange rates, and number format. Teamspace management rules apply at the workspace level. Teamspace names must be unique within the workspace.

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Open the Teamspace menu

From the global navigation, click Teamspace to view all teamspaces in one place. Teamspaces can be searched and filtered by name, member, team, data source, and channel. The teamspace list in the Teamspace menu follows the same order as the teamspace list in the left side panel of the Dashboard menu. Teamspace order can only be changed from the Dashboard menu’s left side panel. Select a teamspace to manage its General, Data sources, Members, and Advanced settings. Advanced includes Currency, Custom exchange rate settings, and Number format. Teamspace settings can still be opened from the dashboard list in the Dashboard menu. Selecting a settings section opens the matching teamspace in the Teamspace menu.

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Create a teamspace

Create a teamspace from the Teamspace menu, or from the Teamspace section in the left side panel of the Dashboard menu. Members and data sources can be selected during creation, and both selections are optional. By default, no members or data sources are selected. If no members are selected, only Admin members can access the teamspace. If no data sources are selected, no data sources are assigned to the teamspace. To make the teamspace available broadly, select All Members, All Data Sources, or both during setup.

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Data sources

The Data sources section controls which of the workspace’s connected data sources this teamspace can use. Open the data source selection modal to search and choose connected data sources that should be available inside this teamspace. This can include ad accounts, analytics platforms, e-commerce sources, or anything else connected to the workspace. Only data sources selected here appear in the widget picker for any dashboard in the teamspace, and existing widgets can only pull data from these selected data sources. It behaves like a filter over the workspace’s data sources, but functionally it is a setting. Dashboards and widgets in the teamspace only have access to the data sources set here, nothing else in the workspace. Use this to isolate reporting. For example, a Client A teamspace can be prevented from accidentally pulling data from a Client B ad account, even though both accounts are connected to the same workspace. Teamspaces set to All Data Sources automatically include newly connected data sources.

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Members

The Members section controls who has access to the teamspace. It lists members currently included in the teamspace. Open the member selection modal to add teams or individual members. The modal distinguishes members included through a team from members added individually.

• Add teams: Pick from the workspace’s existing teams. Every member of the team gets access to the teamspace, and any future member added to that team also inherits access automatically. See Managing members → Teams.
• Add individual members: Pick a specific member without going through a team.
• Remove teams or members: Click the remove action on any entry.

The General teamspace is created automatically. In new workspaces, it starts with All Members and All Data Sources. The General teamspace can be renamed. It can also be deleted as long as at least one other teamspace remains in the workspace.

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Advanced settings

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Currency

In Advanced, Currency sets the display currency for the teamspace. Currency-typed metrics, such as Spend, Revenue, and CPA, render with this currency’s symbol on every dashboard in the teamspace. Pick the currency from the dropdown (KRW, USD, GBP, JPY, EUR, and more). When data sources connected to the teamspace report in a different currency, values are converted for display using either the platform’s exchange rates or the workspace’s configured custom exchange rates.

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Custom exchange rate settings

In Advanced, use Custom exchange rate settings to override the default exchange rates Adriel uses when converting between currencies. For conversion priority and custom rate behavior, see Multi-currency reporting.

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Number format

In Advanced, Number format picks how numeric values are formatted in the teamspace. Options include:

• 1,234.56: Comma as thousand separator, dot as decimal (US / UK style).
• 1.234,56: Dot as thousand separator, comma as decimal (European style).
• 1 234,56: Space as thousand separator, comma as decimal.

The format applies to every numeric metric in the teamspace.

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Permissions

Access to the Teamspace menu follows the workspace role:

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Teamspace sorting and reordering

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Automatic sorting

Workspace Admin members can click the sort button next to the Teamspace list and select Sort ascending or Sort descending. The selected sorting order is shared across the workspace. Newly created or renamed teamspaces follow the active sorting order.

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Manual reordering

Members with View and edit or Admin access can drag a teamspace to a new position in the Teamspace list. The dragged order becomes the saved custom order for the workspace. Manual reordering is also how a workspace returns from automatic sorting to a custom order.

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