How to set up workspace for editing on Pimosa
Quick Answer
Setting up a Pimosa workspace involves creating a new workspace, configuring user permissions, and customizing the editing interface. The process takes about 10-15 minutes and requires admin privileges.
Prerequisites
- Active Pimosa account
- Compatible web browser (Chrome, Firefox, Safari)
- Stable internet connection
- Basic understanding of digital asset management
Step-by-Step Instructions
1
Access Workspace Management
Log into your Pimosa account and navigate to the Admin Panel. Click on Workspace Management in the left sidebar. If you don't see this option, ensure you have administrator privileges for your organization.
Bookmark the workspace management page for quick access during future setup tasks.
2
Create New Workspace
Click the Create New Workspace button in the top-right corner. Enter a descriptive name for your workspace in the Workspace Name field. Select your preferred Workspace Type from the dropdown menu (Standard, Advanced, or Custom). Click Create Workspace to proceed.
Use clear naming conventions like 'Marketing-2026' or 'Product-Catalog' for easy identification.
3
Configure Basic Settings
In the workspace settings panel, set your Default Language and Time Zone. Configure Storage Limits based on your plan. Enable or disable Version Control by toggling the switch. Set the Auto-Save Interval to your preferred frequency (recommended: 30 seconds).
Enable version control even for simple projects - it's easier to disable later than to recover lost work.
4
Set Up User Permissions
Navigate to the Users & Permissions tab within your workspace. Click Add Users and enter email addresses of team members. Assign roles from the dropdown: Editor, Reviewer, or Viewer. Configure Asset Access Levels for each user by selecting appropriate folders and file types.
Start with restrictive permissions and gradually expand access as team members demonstrate proficiency.
5
Customize Editing Interface
Go to Interface Settings and select your preferred Layout Mode (Grid, List, or Kanban). Configure the Toolbar by dragging frequently used tools to the top row. Set up Quick Actions by selecting from available editing functions. Enable Keyboard Shortcuts and customize them if needed.
The Grid layout works best for image-heavy projects, while List mode is ideal for document management.
6
Configure Asset Organization
Create folder structures by clicking New Folder in the asset panel. Set up Tags and Categories in the metadata section. Configure File Naming Conventions under workspace rules. Enable Smart Folders to automatically organize assets based on criteria like file type, creation date, or tags.
Establish your folder structure before uploading assets to avoid reorganization work later.
7
Test Workspace Functionality
Upload a test file by dragging it into the workspace or using Upload Assets. Try basic editing functions like crop, resize, and color adjustment. Test collaboration features by inviting a colleague to make a simple edit. Verify that Auto-Save and Version History are working correctly.
Use a non-critical file for testing to avoid accidentally modifying important assets.
8
Finalize and Launch
Review all settings in the Workspace Overview section. Click Save Configuration to apply all changes. Send workspace invitations to team members via the Share Workspace button. Create a brief Getting Started document with workspace-specific guidelines and share it with your team.
Schedule a brief team walkthrough session to ensure everyone understands the new workspace setup.
Common Issues & Troubleshooting
Cannot see Workspace Management option
Contact your organization admin to request Workspace Administrator privileges. Only users with admin rights can create and manage workspaces.
Users cannot access shared workspace
Check that email addresses are entered correctly and users have accepted their invitations. Verify that workspace Privacy Settings allow external access if needed.
Auto-save not working properly
Clear browser cache and cookies for Pimosa. Ensure browser allows local storage and disable any ad blockers that might interfere with the save function.
Editing tools missing from toolbar
Go to Interface Settings and reset toolbar to default configuration. Then re-customize by dragging tools from the Available Tools panel back to the toolbar.
Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Pimosa website before purchasing.