Stacksync Documentation
  • What is Stacksync?
  • 🚀 Start here
    • Quick start
    • Community
  • 💡Guides
    • Modify Salesforce Data in Postgres
    • 🔄Two-way sync Salesforce and Postgres
      • Create a Postgres Database with Supabase (free forever)
      • Create a Salesforce Developer instance (free forever)
      • Create a Sync between Supabase Postgres and Salesforce
    • ⚡Event Triggers
    • 🔣Add a new custom field to an existing sync
  • 🔗 Connectors
    • Salesforce
      • Authorize Salesforce
        • ⚙️Enable API Access in Salesforce
    • Postgres
      • Authorize Postgres
        • Supabase
        • Cloud SQL
        • Digital Ocean
        • Heroku
        • Amazon Lightsail
        • Amazon RDS
          • Ensuring Secure RDS Connections with SSL Certificate
        • Basedash
        • Render
        • Retool
      • Snippets
      • Required Permissions
    • BigQuery
      • Authorize BigQuery
    • HubSpot
      • Authorize HubSpot
      • Associations
      • HubDB
      • Attachments
    • MotherDuck
    • Supabase
    • Snowflake
      • Authorize Snowflake
    • Attio
      • Authorize Attio
    • Pipedrive
      • Authorize Pipedrive
    • Front
      • Authorize Front
    • Zoho
      • Authorize Zoho
    • MySQL
      • Authorize MySQL
        • Ensure Secure RDS connection with SSL Certificate
        • Access Private RDS database through SSH Tunnel
    • MariaDB
      • Authorize Mariadb
        • Ensure Secure RDS connection with SSL Certificate
        • Access Private RDS database through SSH Tunnel
    • Netsuite
      • Authorize Netsuite
    • MongoDB
    • Shopify
      • Authorize Shopify
    • Zendesk
      • Authorize Zendesk
    • 🤖Setup options
      • 🏳️IP Whitelisting
      • 🚰Manage API rate limits
      • 🌍Choose data processing region
      • SSH Tunneling
        • Access private ASW RDS instance through Jumpbox
        • Azure Jumpbox
        • Windows Server 2022 Jumpbox
        • Windows Server 2025 Jumpbox
        • GCP Jumpbox
  • 📦 API Proxy
    • Salesforce
    • HubSpot
    • Attio
    • Pipedrive
  • Features
    • Two-way sync
    • Event triggers
      • Webhook (HTTP call)
      • Database Query
    • Update Sync configuration
    • Associations support
    • Manage workspace users
    • Manage API rate limits
    • Delete Record Protection
    • Issues dashboard
    • Custom sync frequencies
    • Other features
      • Sync statistics
      • Monitoring
    • 🔐Security
      • SSO & SCIM
        • Azure Entra ID
        • OKTA
      • MFA
  • Workflows
    • Workflows Quick Start
    • Features
      • Variables and Secrets
        • Variable replacement
  • Legal
    • Terms of Service and Conditions (TC)
    • Privacy Notice
    • Service Consumption Tables
    • Global Employee and Applicant Privacy Notice
    • Acceptable Use Policy (AUP)
    • Data Processing Addendum (DPA)
    • Referral Programme Policy
    • Terms and Conditions for Stacksync Content Creator Programme
    • Stacksync Certified Partner Program Terms and Conditions
  • Security
    • Overview - Security
    • Subprocessors
    • EU Data Protection
  • Others
    • Content Creator Guidelines
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On this page
  • Invite users to a workspace
  • Switching between workspaces
  1. Features

Manage workspace users

Invite users to collaborate in a workspace with Role-Based Access Control (RBAC)

PreviousAssociations supportNextManage API rate limits

Last updated 6 months ago

You can invite users to collaborate on a Stacksync workspace.

Stacksync uses Role-Based Access Control (RBAC) to let you manage permissions and access. Users can have the following roles:

  • Owner (Can create and use all workspace resources except private resources owned by other users and manages the workspace billing).

  • Editor (Can create and use all workspace resources except private resources owned by other users. Editors can also invite other users to join a workspace).

  • Viewer (Can ONLY view non-private workspace resources. Viewers cannot create, update or delete any workspace resources).

Invite users to a workspace

  1. Go to "Workspace settings"

  2. Insert email to invite and choose user role

  3. Click "Send invite"

Invitations can be revoked at any time. You can also add, update and remove workspace collaborators.

To join the workspace, the invited collaborator will receive an email with a link to join the workspace. If they do not click on the link to accept the invite, they will not be able to join the workspace.

If you want to enforce MFA for all users in your workspace or need SAML & SSO, follow the tutorial below.

Switching between workspaces

You can see all the workspaces you own and the workspaces you have been invited to in the Workspace selection view.

🔐Security
Invite users to a Stacksync workspace
Switch between Stacksync workspaces and view the workspaces shared with you.