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  • Getting Started
    • How Stacker Works
    • Introduction to Editing Data
      • Stacker Tables: Paste Data
      • Stacker Tables: Import a CSV
    • Introduction to Designing your app
    • Introduction to Adding Users & Permissions
    • Introduction to Portals
  • Workspace, Portals, and Apps
    • Overview
    • Workspace
      • Workspace Settings
      • Workspace Users
      • Groups
    • Portals
      • Custom Domain
    • Apps
  • AI & Automations
    • AI Agents (Beta)
      • Setting up your AI agent
      • Agent Triggers
      • Operating Instructions
      • Tools
      • Skills
      • Renderer
      • History and Tasks
    • Workflows (Beta)
    • Integrations
      • Zapier Integration
      • Make.com Integration
    • Open API Overview
      • Setup Guide
      • Authentication
      • Additional Headers
      • Field API names
      • Accounts, Stacks, Objects, Fields
      • Record Actions
    • Action buttons
      • Use an Action Button
      • Create a page button on detail layout
      • Action buttons in field widgets
      • Edit an action button
  • Data management
    • Import data to Stacker Tables
      • Stacker Tables: Import a CSV
        • External IDs
      • Stacker Tables: Paste Data
    • Edit your Data in the Data Grid
      • Structuring data/schema
      • Add new fields
      • Formula Field
      • Creating and Editing Data
      • Share data with other apps
      • Linking your data
      • Set field default values from the data grid
    • Edit Data in the Layout
    • Layout Types
    • Data Integrations (Beta)
      • Airtable (Beta)
      • Hubspot (Beta)
      • Intercom (Beta)
      • Gorgias (Beta)
      • Netsuite (Beta)
  • User Access
    • Add Users
      • Roles
    • Log in flow
  • Customize Layouts
    • List Layout
      • Display Types
      • Edit List Layouts
    • Detail Layout
      • Layout options
      • Tabs
        • Feed Tab
      • Page Buttons
      • Widgets
      • Customize fields
        • Field Icons
    • Detail Pages (new! beta)
      • Widgets
      • Headers
      • Style
      • Controls
      • Layout Options
    • Create form
      • Auto-filling values into create forms
    • Custom Pages
    • Navigation
  • Security
    • Roles
    • Add User Permissions
      • Create or edit a permission rule
        • Record Filter
        • Ownership filter
        • Data filter
        • Permission Sharing
        • Field Access
        • Record Deletion
      • Troubleshooting Permissions
    • Data Filters
      • Conditional Visibility Filter
  • Interactivity
    • Feeds
    • Mobile Responsiveness
  • Use Cases
    • Profile views and team directories
    • Create a Ticketing App
    • Create a CRM App
  • Account Information
    • Stacker Support Access
    • Pricing
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On this page
  • Creating your Stacker Workspace Overview
  • Workspace Overview
  • Data Management
  • Adding Users
  • Roles and Permissions
  • Portals
  • Edit Layouts
  • Layout Types
  1. Getting Started

Video Tutorials

Last updated 8 months ago

Creating your Stacker Workspace Overview

Workspace Overview

Data Management

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Adding Users

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Roles and Permissions

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Portals

Edit Layouts

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Layout Types

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Use a portal to give your external users access to data that is relevant to them. Learn more about portals .

here