Help Center

Setting up Samepage – tips for admins

Welcome to Samepage

Congratulations on creating your Samepage account! The path of efficient team collaboration waits before you.

Samepage is a team collaboration solution that gives you the tools to communicate, manage projects, create documents, manage tasks, and so much more – all in one place.

What makes Samepage so awesome is its flexibility. You can customize how you use Samepage to suit the way you work. So let’s explore how to best set up Samepage for your organization.

How will you use Samepage

How you intend to use Samepage will determine the way you set up and organize your teams. Don’t worry if you haven’t decided yet; you can always adjust as you go. That’s the beauty of Samepage.

Below are a few typical use cases for Samepage you can consider:

  • Centralize information and files so everything is easy to find
  • Collaborate on projects, campaigns, or events
  • Plan and run meetings as efficiently as possible

Take a moment to think about the goals and any improvement processes you’d like your team or organization to achieve by using Samepage. This will guide your next steps for setting up and onboarding new users.

Tip: Invite a colleague you work closely with to join Samepage. Brainstorm ideas. Create different structures and move things around to see what would work for your team the best.

Start small or go big?

Should you start using Samepage with a small group or have your entire organization make the switch? The choice is completely up to you – there’s no right or wrong way to start. Whichever way you decide, here are a few tips to help you succeed:

Starting small

If you plan to use Samepage to collaborate in a group, or simply prefer to start with a small team, go ahead and invite your teammates.

You don’t have to create much content in advance and let it grow organically. Once your group becomes accustomed to working in Samepage, you can decide when to move forward and create the righ folder structure.

Going big

If you plan to use Samepage as a central hub for information or would like your entire organization to make the switch to Samepage, no problem!

Set up a few folders to provide some initial structure for your organization. You can also enroll a few people to help – invite a few key members and add them to those folders. Make sure to brief them beforehand so they know what to expect and can help you throughout the user onboarding process.

Hold a kick-off meeting to introduce everyone to Samepage. Show the folders you’ve already created, and how easy it is to create new folders and content.

After the meeting, you and other key members can send the invitation to the rest of the organization.

Tip: Make a collective effort to exclusively communicate and share information in Samepage. This will help users get accustomed to Samepage faster, decrease reliance on email, and bring content and conversations to one place.

Introduce new users to Samepage

Communication is key to getting people on the same page. When onboarding new users, be sure to provide the following information and resources:

  • Share the reason and goals for using Samepage
  • Recommend they download and use the Samepage desktop and mobile apps
  • Explain any processes they should to follow (i.e. if your organization implemented SSO)
  • Provide resources for using Samepage – the Help Center is your go-to place for information on using Samepage.

Demo Samepage Features

A short demonstration of Samepage is a great way for getting new users up and running quickly. Be sure to go over basic features such as:

  • The Main Navigation Menu – Everything you need to do in Samepage starts right here. The main nav is the control center to access your Teamwork folders and documents, calendar, tasks, and chat conversations. The main nav is also where you’ll see notifications of unread messages, @mentions, and new tasks that have been assigned to you.
  • Teamwork – A central place in Samepage. Create folders with specific access rights and work on shared documents. Use folders for departments, ad-hoc team or projects.
  • Pages – or documents, if you will, are the main content of folders. Page, Task board, Sheet, Mindmap, Calendar and Chat help you to stay on top of your projects. Every change is saved the moment you make it and so you can collaborate in real-time from anywhere. Use pages to take meeting notes, plan projects, share information, and more. 

Setting up Samepage – tips for admins