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.
Softr Studio Home. The workspace switcher sits at the top of the left sidebar.
Every project in the workspace is listed under All projects in the left sidebar, with tabs for Apps, Databases, Workflows, Forms, Agents and Integrations.
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.
1
Open Switch workspace
Click the workspace switcher at the top of the left sidebar, hover Switch workspace, and click Add.
Add sits at the bottom of the Switch workspace list.
2
Name the workspace
Enter a Workspace Name, choose a Workspace icon if you like, and click Create workspace.
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).
The workspace menu: options for the current workspace (1) and Switch workspace (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.
Members lists everyone in the workspace with their role. The workspace owner is marked Workspace owner.
The Members page. Invite is in the top-right corner.
To add someone:
1
Click Invite
On the Members page, click Invite.
2
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.
3
Send the invite
Click Invite to send the invitations.
Invite members to the workspace by email.
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.
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.
Share in a project's menu on All projects.
The Share icon in the Studio top bar.
In the dialog, type a name or email, select Add, pick a role, and click Invite.
Share a project by email and choose the role they get.
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.
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.
Create a team from All projects.
How many teams you can create depends on your workspace’s plan. See Pricing and Plans.
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.
A person’s access is the highest role they hold at any level. Adding someone to a team or sharing a project with them can widen their access, but never narrows access they already have.
You can move a project to another workspace, or into a team within the same workspace.
1
Open Move to
On All projects, click the ⋯ menu on the project card and choose Move to.
Move to in a project's menu.
2
Choose the destination
Pick the destination workspace from the dropdown, then choose All projects or a team in that workspace, and click Move.
The Move dialog. Here the workspace has no teams yet, so there is nowhere else to move the app.
The destination workspace’s plan needs to support the features the project uses, such as its number of app users or single sign-on. If the project uses data sources connected in the current workspace, you may need to reconnect them after the move.
