Topics
Configuration
Interfaces, mail, SSO, terminals and personal settings.
16 articles
For users
4 articles
- Installing teamspace as an app (PWA) How-to Video Install teamspace as a Progressive Web App on PC and smartphone – for its own app window, a taskbar icon and quick shortcuts. Including how to remove a device.
- Manage device passwords How-to With device passwords you connect apps to teamspace using a username and password – even when your account is secured with 2FA or Microsoft SSO. View, create and delete logins.
- Notifications How-to Video How to use the red "badges" in the menu: view and revive notifications, define settings and the email report, create your own notifications for colleagues and use them in alarms.
- Use dynamic date filters How-to Set up filters with dynamic time windows that automatically follow the current date – such as "the last three months" – and save them as a default view.
For advanced users
1 articles
Set up & manage
10 articles
- Build a check-in/out terminal (hardware) Configuration Build instructions for an affordable check-in/out terminal for time tracking: parts list with prices, step-by-step assembly and setting up the tablet with the Fully Kiosk Browser.
- Connect mail accounts Configuration Connect mailboxes via Configuration > Tickets > Mail Accounts: set up incoming and outgoing mail, sign in to Microsoft 365 accounts with Modern Auth and finally test the mailbox.
- Create custom fields Configuration Add individual, filterable data to elements such as projects, tickets or documents: all field types, access via protection class, display settings as well as formattable custom fields with PDF transfer and text suggestions.
- Follow-up tasks with "Next steps" Configuration Automate follow-up tasks on documents with the "Next steps" module: create templates for open items, tickets, webhooks and comments, define triggers, link them with documents and document templates, and view and complete them.
- Set up a time-tracking terminal Configuration Turn any device with a web browser into a time-tracking terminal using the bundled web app: open the terminal URL, install the web app and connect it to teamspace via an API access.
- Set up single sign-on (SSO) Configuration Step by step: set up single sign-on (SSO) via Microsoft Azure AD in teamspace – grant access to Microsoft Graph, assign Azure AD users and enable SSO per user.
- DATEV Buchungsdatenservice Configuration Set up DATEV's booking-data service in teamspace/projectfacts: prerequisites, activation under Finance, posting batch, accounts, customer/supplier account numbers and test run.
- Set up the online banking interface Configuration Step by step to the online banking interface: enable the module and activate the tenant, create an online banking connection via finAPI, link a local bank account, choose import modes and reconcile, assign or hide account transactions via an ignore rule.
- Your own Microsoft app registration Configuration Set up your own Microsoft Entra app registration so that teamspace can access Microsoft 365 mailboxes via the client credentials grant flow without a user login.
- Managing mail signatures Configuration There are several ways to store mail signatures in the system – this article describes where signatures can be entered and how they come into play.