Spaces help you organize conversations and collaborate with your team. Whether you're coordinating care for a specific location, managing a department, or collaborating on a project, spaces keep everything organized in one place.
How to Create a Space
Creating a new space in Spaces is quick and easy. Follow these steps:
Locate the menu - Click the three-dot menu (...) in the bottom left corner of your screen
Start creating - Select "New Space" from the menu
Configure your space:
Name - Give your space a clear, descriptive name that helps team members understand its purpose
Icon - Choose an icon to help visually identify your space in the sidebar
Purpose (optional) - Add a brief description of what the space is for
Example: "Waverly Location" for a space dedicated to a specific facility
Once you've filled in the details, your new space will be created and ready to use. You'll automatically become the Space Owner, giving you full control to manage the space, add members, and configure settings.
Managing a Space
Once your space is created, you can easily access its settings and management options at any time.
To access space management:
Hover over the space name in the left sidebar
Click the cog wheel icon (⚙️) that appears on hover
The space settings menu will open, where you can:
Adjust space settings
Manage members
Configure permissions
And more
Who can manage a space?
Space Owners have full control over all space settings and can archive the space
Space Administrators have the same management capabilities as Space Owners, except they cannot archive the space
Space Settings
Space settings allow you to control how members interact within your space. These settings help you maintain the right level of access and permissions for your team.
To access space settings: Hover over the space name in the left sidebar and click the cog wheel icon (⚙️).
Details Tab
Make Space Mandatory: this setting to prevent members from leaving the space. When enabled, members will remain in the space and cannot remove themselves. This is useful for organization-wide spaces or essential communication channels.
Enable Auto-Membership: this setting to automatically add all members of your organization to this space. When enabled, new organization members will be automatically added, ensuring everyone has access to important spaces.
Settings Tab
Who Can Browse Public Channels Control which members can discover and view public channels within your space.
Options:
Everyone - All members of the space can browse public channels
Everyone, except for guests and connected users - Only internal organization members can browse public channels
Just Owners and Admins - Only Space Owners and Space Administrators can browse public channels
Owners, Admins, and specific users - Limit browsing to leadership and selected individuals
Who Can Create Channels Determine which members have permission to create new channels within your space.
Options:
Everyone - All members of the space can create new channels
Everyone, except for guests and connected users - Only internal organization members can create channels
Just Owners and Admins - Only Space Owners and Space Administrators can create channels
Owners, Admins, and specific users - Limit channel creation to leadership and selected individuals
How to Add Users to a Space
Adding members to your space allows you to expand collaboration and include the right people in your conversations.
To add members to a space:
Open space settings - Hover over the space name in the left sidebar and click the cog wheel icon (⚙️)
Navigate to Members - Select the Members tab from the space settings menu
Start adding - Click the "Add Members" button in the upper left corner
Search and select - Search for the members you want to add to the space and select them from the results
Once added, members will have access to the space and its channels according to your space settings and their assigned roles.
Important: You can only add existing members of your organization to a space. To invite new people to your organization, contact your Organization Owner or use the organization settings. Once someone is a member of your organization, they can then be added to specific spaces.
Who can add members to a space?
Space Owners and Space Administrators can add members to their spaces
Organization Owners can also manage space memberships
Reordering Spaces
Organize your spaces in the order that works best for you. Reordering helps you keep your most-used spaces at the top for quick access.
To reorder your spaces:
Open the menu - Click the three-dot menu (...) at the bottom of the left sidebar
Click and hold - Click and hold on any space name in the list
Drag and drop - Drag the space to your desired position and release to drop it in place
Your spaces will remain in your custom order, making it easier to navigate to the spaces you use most frequently.
Tip: Consider placing your most active or important spaces at the top of your list for faster access throughout your day.
Leaving & Archiving a Space
You can leave a space you no longer need to be part of, or archive a space entirely if it's no longer needed by your organization.
To access these options:
Open space settings - Hover over the space name in the left sidebar and click the cog wheel icon (⚙️)
Navigate to Details - Select the Details tab
Scroll to the bottom - You'll find the options to leave or archive at the bottom of the page
Leave Space
When you leave a space, you will no longer be a part of it and won't be able to participate in any of its channels or conversations.
Important: If a space is set to mandatory, you will not be able to leave it. Contact your Space Owner or Organization Owner if you need to be removed from a mandatory space.
Archive Space
Archiving a space will remove access to all of its channels for all users. This action should be used when a space is no longer needed by your organization.
Who can archive a space? Only Space Owners can archive spaces. Space Administrators do not have permission to archive.
Warning: Archiving a space is a significant action that affects all members. Make sure the space is truly no longer needed before proceeding.