Workspace and Billing – Softr Help Docs

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- Welcome
- Generate an App with SoftrAI
- Create an App From a Template
Core Concepts Overview
- Pages and Navigation
- Create a Database
- Connect your data source
- Visualize data with building blocks
- Actions: Adding and editing data
- User Authentication
- User groups & permissions
- Style your app
- Publish your application
Softr Databases
- Softr Databases Overview
- Field Types
- Formula Glossary
- Related Record, Lookup, and Rollup Fields
- AI Agents
- Database Migration Tips
Workflows
- Workflows
  - Workflows
Data Sources
- Airtable
- HubSpot
- Notion
- Coda
- Google Sheets
- monday.com
- SmartSuite
- ClickUp
- Xano
- Supabase
- BigQuery
- SQL Database
- Rest API
- Choosing a Data Source
Building Blocks
- List
  - List Block
  - Grid Block
  - Layout: List with small cards
  - Layout: List with timeline
  - Layout: Inbox
- Item Details
  - Item Details Block
  - Linked List
  - Comments block
  - Use Case: Creating a User Profile with Item Details
  - Use Case: Embedding Calendly in List Details
  - Use Case: Filtering other lists by a list detail block’s data
  - Use Case: Hiding blocks based on current record data
- Table
  - Table Block
- 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
  - Summary Cards
- Block Containers
  - Column Container
  - Tabs
- Utility Page Blocks
  - Account Settings
  - Signup
  - Onboarding Flow
  - Link Expired
  - Permission Denied (401)
  - Page Not Found (404)
- Other Dynamic Blocks
  - Calendar
  - Kanban
  - Organizational Chart
  - Map
- Static Blocks
  - Header
  - Hero
  - CTA
  - Feature
  - Feature Grid
  - Partner
  - X (Twitter) Grid
  - Quick Links
Actions
- Action Buttons Overview
- Add Record
- Edit Record
- One-click update
- Delete Record
- Call API
- Download File
- Mapping Fields for Actions
- Item on Click Actions
- Export
- Ask AI
Add and Manage Users
- App Users Basics
  - Add users to a Softr app
  - Users Menu
  - Syncing users with a data source
  - Add or import users manually
  - Internal vs. External Users
  - User Email Notifications
  - Automated user invitations
- 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
- Record Filters
- Action Button Visibility
- Block Visibility
- Page Visibility
- Page Rules
- Global data restrictions
- Options Filters
Styling
- Application Theme
- Block Styles and Formatting
Publishing
- Publishing
  - Publishing Your Softr App
  - Unpublishing Your App
- Custom Domain
  - Add a Custom Domain 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
  - Item Details SEO
Application Settings
- Page and Block Settings
  - Footer Settings
  - Page Settings
  - Utility Pages
  - Navigation settings
  - Page and Block Embed
  - Block Actions
  - Block Version Update
- App Settings
  - General Settings
  - App History
  - Advanced Settings
  - Migrating App Versions
Custom Code
- Custom Code Block Overview
- 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
  - Layout: Pricing in card view with details
  - Stripe Customer Portal
  - Simple Billing Block
  - Simple Checkout Form
- 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
- Softr Database API
Security
- SSO for Softr Studio
- 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?
- How to filter list by Page URL parameters?
Troubleshooting
- Troubleshooting Airtable errors
- Troubleshooting Airtable API call limit exceeded
- Troubleshooting Google Sheets errors
- Troubleshooting HubSpot errors
FAQ
- Domain Setup
- 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
- AI Credits
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.

AI Credits

Information on how AI credits work and are billed.