Workspaces and Applications
How workspaces, projects, members and teams are organized in Softr.
A workspace is where your Softr projects live (apps, databases, workflows, forms and agents) together with the people who build them. Each workspace has its own plan and billing, its own members, and can have teams that keep some projects private to a group.
When you log in to Softr Studio, you land on Home in your current workspace. The workspace switcher at the top of the left sidebar shows which workspace you’re in and which plan it’s on.
Every project in the workspace is listed under All projects in the left sidebar, with tabs for Apps, Databases, Workflows, Forms, Agents and Integrations.
Create a new workspace
You get one workspace when you sign up. You can create more, for example one per client or one for a side project on its own plan, and other people can invite you into their workspaces.
Open Switch workspace
Click the workspace switcher at the top of the left sidebar, hover Switch workspace, and click Add.
Name the workspace
Enter a Workspace Name, choose a Workspace icon if you like, and click Create workspace.
Invite people
Add the people you’ll build with. See Invite members.
To move between workspaces, open the switcher, hover Switch workspace, and pick one. A check mark shows the workspace you’re in.
The workspace menu
Clicking the workspace switcher opens the workspace menu. The top section manages the workspace you’re in; the section below it is for your own account. Show below are options for the current workspace (1) and where to Switch workspaces (2).
- Settings: the workspace name, icon and ID.
- Plan & billing: the workspace’s plan, usage, AI credits and payment details.
- Members: who is in the workspace and their role.
- Audit logs: a record of activity in the workspace.
- Switch workspace: move to another workspace or create a new one.
- My account, API tokens and Use Softr from apply to your own account in every workspace. See Connect your AI assistant for Use Softr from.
Workspace settings
Settings opens Workspace info. Here the workspace owner can:
- Rename the workspace: edit Workspace name and click Save.
- Copy the Workspace ID, which support and the Softr API may ask for.
You can also change the Workspace icon here.
Invite members
Members lists everyone in the workspace with their role. The workspace owner is marked Workspace owner.
To add someone:
Click Invite
On the Members page, click Invite.
Enter their email
Type the person’s email address and select Add in the suggestion that appears. Repeat for anyone else you want to invite.
Send the invite
Click Invite to send the invitations.
Members see every project that isn’t inside a team. To give someone access to one project only, share that project instead. See Share a single project.
Share a single project
You can share one app, database or workflow without giving someone the rest of the workspace. This is how you bring in a freelancer, an agency or a client to work on a single project.
Open the sharing dialog in either of two ways:
- On All projects, click the ⋯ menu on the project card and choose Share.
- Inside the project in Studio, click the Share icon in the top bar, next to Preview and Publish.
In the dialog, type a name or email, select Add, pick a role, and click Invite.
The dialog lists everyone who has access and their role. When you share an app, the people you share it with also get indirect access to the databases and integrations the app is connected to, so they can keep building. The connected items link at the bottom of the dialog shows which ones.
Teams
A team is a private space inside the workspace, with its own projects and its own members. Projects in a team are visible only to the members of that team and the workspace owner. Anything not in a team stays visible to every workspace member under All projects.
To create a team, go to All projects, click Add team, enter a name and click Next.
Roles and permissions
Access in Softr works at three levels: the workspace, teams, and individual projects.
Workspace roles
| Role | What they can do |
|---|---|
| Owner | One per workspace. Full control of settings, plan and billing, members, teams and every project. The owner can transfer ownership to another member. |
| Member | Sees and builds every project that isn’t in a team, plus the teams they’re added to and anything shared with them directly. |
| Guest | Sees nothing by default. A guest only has access to the teams or projects shared with them, which suits freelancers, agencies and clients. |
Project roles
These are the roles you choose in a project’s Share dialog.
| Role | What they can do |
|---|---|
| Owner | Can share, edit and delete the project. Each project has one owner, and ownership can be handed over with Change owner. The workspace owner has the same rights on every project. |
| Editor | Can edit the project, but can’t manage who has access. |
| Viewer | Read-only access. When you share an app, Viewer is listed as coming soon. |
Plan and billing
Each workspace is billed on its own, with its own plan. Everyone who works in the workspace uses the features that plan includes.
Plan & billing shows:
- the current plan, and the options to change or downgrade it,
- usage against your plan’s limits: app users, published apps, custom domains, database records, file storage and workflow actions,
- your AI credits, with the option to buy more,
- your payment method, billing details and invoices.
Only the workspace owner can manage the plan and billing. For details, see Billing, Pricing and Plans and AI Credits.
Move a project
You can move a project to another workspace, or into a team within the same workspace.
Open Move to
On All projects, click the ⋯ menu on the project card and choose Move to.
Choose the destination
Pick the destination workspace from the dropdown, then choose All projects or a team in that workspace, and click Move.
Duplicate or delete a project
Both options are in the project’s ⋯ menu on All projects.
- Duplicate makes a copy of the project in its current state, in the same workspace.
- Delete removes the project. Confirm in the dialog that follows. Only the project’s owner, or the workspace owner, can delete it.