Workspace and Billing – Softr Help Docs

Start Here
- Welcome
- Quick Start
- Generate an App with SoftrAI
- Create an App From a Template
Core Concepts Overview
- Pages and Blocks
- Data Sources
- Memberships
- Creating, Reading, Updating, and Deleting (CRUD) Data by Users
Data Sources
- Airtable
- Notion
- SmartSuite
- Xano
- Google Sheets
- monday.com
- Supabase
- HubSpot
- BigQuery
- SQL Data Sources
- Rest API
Displaying Data
- List
  - List Block Overview
  - Layout: List with horizontal cards and upvoting button
  - Layout: List with deletable elements, vertical cards
  - Layout: List with small cards
  - Layout: List with timeline
  - Layout: List with horizontal cards
  - Layout: List with columnar sliding cards
  - Layout: Inbox
  - Layout: List with horizontal sliding cards
  - Layout: List with vertical cards and tag
  - Layout: List with vertical cards and description
  - Layout: List with vertical cards and video
  - Layout: List with vertical cards and visible button
  - Layout: List with horizontal cards and visible button
- List Details
  - List Details Block Overview
  - Linked List
  - Comments
  - Use Case: Creating a User Profile with List Details
  - Use Case: Embedding Calendly in List Details
  - Layout: List details page with side image
  - Layout: List details page with image slider
  - Layout: List details page with video
  - Layout: List Details Page with 3 Column View
- Table
  - Table Block Overview
- Forms
  - Form Block Overview
  - Basic Forms
  - Conditional Forms
  - Advanced Form Features
  - Use Case: Job Submission with Hidden Fields
  - Tutorial: Sending Form Data to a Data Source
- Charts
  - Chart Block Overview
  - Type: Bar Chart
  - Type: Stacked Bar Chart
  - Type: Line Chart
  - Type: Area Chart
  - Type: Scatter Chart
  - Type: Pie Chart
  - Type: Donut Chart
  - Type: Rose Chart
- Block Containers
  - Column Container
  - Tabs
- Payments
  - Simple Checkout Form
  - Simple Billing Block
  - Stripe Customer Portal
  - Layout: Pricing in card view with details
- Other Dynamic Blocks
  - Organizational Chart
  - Calendar
  - Map
  - Kanban
  - Summary Cards
Static Blocks
- Header
  - Header Block Overview
  - Layout: Header with sublinks and button
  - Layout: Header with links and buttons
  - Layout: Header with hamburger menu
  - Layout: Header with sublinks, icons, and description
- Hero
  - Hero Block Overview
  - Layout: Hero with call to action
  - Layout: Hero with email capture
  - Layout: Hero with video
  - Layout: Hero with appstore buttons
  - Layout: Hero with email capture and typewriter
- CTA
  - CTA Block Overview
  - Layout: Call to action with a button
  - Layout: Call to action with email capture
  - Layout: Call to action with a button on the right
  - Layout: Call to action with a text and action button
- Feature
  - Feature Block Overview
  - Layout: Feature with right side picture
  - Layout: Feature with left side picture
  - Layout: Feature with link
  - Layout: Feature with product demo
- Feature Grid
  - Feature Grid Block Overview
  - Layout: Feature grid with big icons
  - Layout: Feature grid with four column view
  - Layout: Feature grid with images
  - Layout: Feature grid with small icons
  - Layout: Feature grid with sections
  - Layout: Feature grid with three column view
  - Layout: Feature grid with box and three column view
  - Layout: Feature grid with steps
- Partner
  - Partner Block Overview
  - Layout: Partner with fixed logos
  - Layout: Partner with sliding logos
- Custom Code
  - Custom Code Block Overview
- Other
  - X (Twitter) Block Overview
  - X (Twitter) Grid
Actions
- Action Buttons Overview
- Add Record
- Update Record
- One-click update
- Delete Record
- Call API
- Download File
- Mapping Fields for Actions
- Item on Click Actions
- Export
Adding and Managing Users
- App Users Basics
  - Add users to a Softr app
  - Users tab
  - Syncing users with a data source
  - Add or import users manually
  - Internal vs. External Users
  - User Email Notifications
- User-related Blocks
  - Signup Form
  - Signin Form
  - Signin with Email Code
  - Sign in with SMS Code (deprecated)
  - User Profile
  - Forgot Password Form
  - Reset Password Form
- Advanced Sign-in Options
  - SAML Single Sign-on
  - Microsoft Azure SAML Single Sign-on
  - OpenId Single Sign-on
User Groups and Permissions
- User Groups
- Conditional Filters
- Action Button Visibility
- Block Visibility
- Page Visibility
- Page Rules
- Global data restrictions
Styling
- Application Theme
- Block Styles and Formatting
Publishing
- Publishing
  - Publishing Your Softr App
- Custom Domain
  - Add a Custom Domain to Your App
  - Add a Custom Subdomain to Your App
  - Tutorial: How to set up a custom domain for Namecheap
  - Tutorial: How to set up a custom subdomain for Namecheap
  - Add an Extra Custom Domain to Your Workspace
- SEO
  - Softr SEO Checklist
  - Site SEO
  - Page SEO
  - List Details SEO
Application Settings
- App Settings
  - General Settings
  - App History
  - Advanced Settings
- Page and Block Settings
  - General Page Settings
  - General Block Settings
  - Page and Block Embed
  - Block Actions
  - Block Version Update
  - Linking Pages and Blocks
  - How to Set Up a 401 Page
  - How to Set Up a 404 Page
Custom Code
- Custom Code Snippets
- Custom Code Events and Style Selectors
Integrations
- AI
  - Open AI
- Authentication
  - Google Sign In
- Automation
  - Make
  - Zapier
- Cookies
  - Iubenda Cookie Solution
- Document Management
  - Documint
- Email
  - Mailchimp
  - Mailerlite
- Forms
  - Typeform
- Live Chat
  - Crisp
  - Drift Chat
  - HubSpot Chat
  - Intercom
- Maps
  - Google Maps
- Peer-to-Peer Chat
  - AtomChat
- Payments
  - Stripe Checkout
  - Buy me a Coffee
  - Gumroad
  - PayPal
- User Analytics
  - Facebook Pixel
  - Google Analytics
  - Google Tag Manager
  - Microsoft Clarity
- Translating
  - Weglot
Softr API
- API Setup and Endpoints
- Use Case: Adding Users through Zapier
- Use Case: Adding Users through Make (formerly Integromat
Security
- Softr App Security
- Phishing
How to Guides
- How to Enable Peer-to-Peer Chat?
- How to Create Your Own Template?
- How to Create a Blog?
- How to Create a Blog from a Data Source?
- Personalize Your App by Adding Welcome Message
- What Internal Tools Can You Build with Softr?
- How to Create a Client Portal?
- How to Create a Membership Site?
- How to Share Access With Support?
- Add Users to User Groups Based on Stripe Attributes
- How to Make Pages/Blocks Accessible Only to Company Users?
- How to Create a Mobile App from a Softr App?
- How to filter list data from the URL?
Troubleshooting
- Troubleshooting Airtable errors
- Troubleshooting Airtable API call limit exceeded
- Troubleshooting Google Sheets errors
- Troubleshooting HubSpot errors
FAQ
- Domain Setup
- Airtable
- Pages, Theme, General Settings
- Memberships
- Softr Subscription Plans and Account Settings
- Translations
- Blocks
- Integrations
- App Settings
- Other
Workspace and Billing
- Accessing My Account
- My Profile
- Billing
- Pricing and Plans
- Transfer Workspace Ownership
- Workspaces and Applications
Affiliate and Referral Programs
- Partner with Softr
- Softr’s Affiliate Program
- Softr’s Referral Program
- Softr Universe
More

Accessing My Account

How to access your account settings.

My Profile

Editing your profile.

Billing

Billing options.

Pricing and Plans

What subscription plans are available on Softr.

Transfer Workspace Ownership

Change the owner of a workspace from the Softr dashboard

Workspaces and Applications

How apps and collaboration are organized.