Teams/Workspaces

Sparrow offers a robust platform for collaboration through teams and workspaces. Each user is automatically assigned a personal team upon signing up, with the ability to create and manage multiple workspaces within these teams. This guide walks through the features and functionalities available to effectively collaborate and manage your team and workspaces.

Personal Team

Upon registration with Sparrow, each user is automatically assigned a “Personal Team.” This serves as the primary environment where you can manage your workspaces and team settings.

Workspaces, Team Members & Settings

• Workspaces: Your personal team will include a default workspace. Additional workspaces can be created to organize different projects or aspects of your work.
• Team Members: View and manage who is in your team and their roles.
• Settings: Access this section to customize team details, including name and description, and to manage team-level permissions and configurations.

Add New Team

• Creation: Navigate to the Teams section in your Sparrow interface. Click the ‘+’ icon to add a new team.
• Details: Provide a name and optional description for your team. You can also upload a team logo to personalize the team’s profile.

Invite Members to a Team

• Accessing Invite Options: From your team’s dashboard, click ‘Invite’ to add new members.
• Inviting Members: Enter the email addresses of the individuals you wish to invite. Assign roles based on the access level required (Admin, Member).
• Send Invitations: After configuring the invites, click ‘Send Invite’ to distribute email invitations to the specified addresses.

Change Access to Current Team Members

Manage and adjust the roles and permissions of existing team members to align with evolving project needs or team structures.

Transfer of Ownership

• Initiate Transfer: Within the team settings, select ‘Change Owner’ to initiate the transfer of team ownership.
• Select New Owner: Choose a team member from the dropdown menu to assign as the new owner.
• Confirm Transfer: Review the details and confirm the transfer to officially change the team ownership.

Admin to Member Transition

• Access Settings: In the team member settings, change an admin’s role to member by selecting ‘Member’ from their role dropdown.
• Save Changes: Confirm the role change to update their access permissions accordingly.

Member to Admin Transition

• Role Upgrade: Choose a member from the team list and select ‘Admin’ from the role dropdown to upgrade their permissions.
• Confirm Upgrade: Validate the change to grant the member admin privileges.

Remove Access

• Select Member: From the team list, click the dropdown next to a member’s name and select ‘Remove.’
• Confirm Removal: A confirmation dialog will appear. Confirm to remove the member from the team.

Create New Workspace from Main Tab

• Adding a Workspace: To start a new workspace within your team, select the ‘New Workspace’ button or choose ‘+Add New Workspace’ from the card layout.
• Updating a Workspace: You have the ability to modify any existing workspace. Edit the details and adjust the settings according to your requirements.

Creating and Navigating Workspaces from Top Bar

• Creating a New Workspace: To add a new workspace to your team, access the dropdown menu from the top bar, and select ‘Create New Workspace’. This allows you to quickly start organizing new projects or ideas under your team.
• Viewing Recent Workspaces: The dropdown menu also displays your five most recent workspaces, making it easy to switch between your current projects without navigating away from your current page.
• Navigating All Workspaces: For a broader overview, the ‘View All Workspaces’ option at the bottom of the dropdown menu provides a way to navigate through all the workspaces associated with your team. This feature ensures you can manage multiple workspaces efficiently and access any of them directly.

Delete Workspace

• Select Workspace: From your team’s workspace list, choose the workspace you wish to delete.
• Initiate Deletion: Use the ‘Delete Workspace’ option in the workspace settings.
• Confirm Deletion: Enter the name of the workspace to confirm and finalize its removal.

Invite Members to a Workspace

• Open Workspace: Navigate to the specific workspace where you want to add members.
• Send Invites: Use the ‘Invite’ button within the workspace settings to add members by entering their email addresses and assigning appropriate roles.

Change Access to Workspace

Adjust the roles and permissions of members within specific workspaces to ensure appropriate access levels are maintained.

Remove Access to Workspace

• Member Selection: In the workspace’s member list, select the member you wish to remove.
• Remove Access: Click ‘Remove’ next to their name and confirm the action to revoke their access to the workspace.