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Getting started

Learn the PigeonFiles basics and get your workspace ready.
Stuart
By Stuart •
3 articles

Set up and switch workspaces

A workspace keeps its own upload pages, storage connections, submissions, members, and billing. Select the workspace you intend to use before changing settings or creating a request. Workspace selection showing the workspaces available to the signed-in account. Finish first-time setup Enter your name, choose a workspace name, and choose a brand accent color. Your workspace name identifies it inside the app; it is separate from a public upload-page title or public brand name. The setup questions help describe your intended file request. Skip an optional question if it does not fit. At the storage step, connect an account or choose Set up later. You can finish the connection in Settings > Destinations. The onboarding storage step, with an option to connect storage or set it up later. Click Create first upload page to start the editor. Connecting storage during setup does not select a folder for every page. Choose a destination folder on the file field. Switch workspaces Use the workspace selector in the app header. If you have several memberships, choose the intended workspace on the selection screen. Pages, submissions, and settings then come from that workspace. If you cannot find a page or connection, check the workspace before recreating it. A teammate’s invitation may also be pending; accepting it gives access to the invited workspace. Create another workspace Use the create-workspace action from the workspace selector. Name it, choose its brand accent, then connect storage or skip that step. Each workspace has its own plan and credit balance. Upgrading one workspace does not upgrade the others. The monthly Free credit allowance applies to the first eligible Free workspace you create. Additional Free workspaces do not receive that allowance. See AI credits. Setup or selection fails Keep your current choices while using Try again if the app offers it. For a cancelled storage authorization, reopen the provider flow or finish setup without storage and connect it later. If a workspace remains inaccessible, confirm which account owns the invitation and ask its owner whether your membership is active. Contact support if the correct account still cannot enter it. Change workspace details Owners and admins can open Settings > Workspace and use Edit beside the workspace name or timezone. Check that you selected the intended workspace before saving. Shared brand settings live on the same page; changing them affects pages that use the workspace brand.

Last updated on Nov 06, 2026