Setting up Pagico for your team

If you have a small team and would like to sync data among your teammates, Pagico may be a perfect choice for you. This article is designed to give you an overview on how to set up Pagico for your team.

Team Manager

If you are the one who’s in charge of setting up Pagico for your team, then this section is for you.

To setup Pagico for your team, you need these things:

  1. Get Pagico: Install Pagico for Desktop on you and your teammates’ computers
  2. Create 1 workspace.
    1. Go to the Workspaces section from the sidebar
    2. Sign up for a Pagico ID account, then sign in.
    3. Click on the "+" button and choose "Create a new workspace", then follow the on-screen instructions to proceed. All workspaces come with a 30-day free trial period, so no payment is required to perform this action.
  3. Invite your teammates into your workspace.
    Workspaces are like shared folders, in which your team can share and sync projects and contacts. So, normally a small team only needs one workspace. The idea is that you want to invite all your teammates to the same workspace, so you all can see the shared projects/contacts, and share new data. All workspace participants will have read and write access to all shared items.
    To invite your teammates, you need to go to Workspaces section -> Settings tab, and click on the “Invite” button to generate an invitation code. Each invitation code will work only once (as a security measure), so be sure to create one code for each team member.

Team Members

If your team already has Pagico with a workspace set up and you’re trying to join it, then this section is for you.

Assuming that your team manager has already set up your team’s workspace, you just need to join the workspace to access the shared items. Here’s how:

  1. Get Pagico. Install Pagico on your computer, and create a database. Store it somewhere on your computer (usually the Documents folder).
    Alternatively, you can install Pagico Plus on your iOS or Android device. Sign up for a Pagico ID account if you don’t have one yet.
  2. Join your team’s workspace.
    To do so, you’ll need an invitation code. Ask your team manager for a code. Once you have it, go to the Workspaces section, click on the “+” button and choose “Join an existing workspace”. Put in the invitation code and hit enter, then Pagico should take care of the rest.
    For Pagico Plus for iPhone and Android, swipe UP on the “+” icon and choose “Join an existing workspace” option.

Next Steps

Now that everyone is properly set up, you can learn about how to delegate tasks (and notes) among your teammates.

Have more questions? Submit a request