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Getting Started

This guide walks you through your first steps with SchemaStack.

1. Create an Account

  1. Navigate to your SchemaStack instance and click Register
  2. Enter your name, email address, and password
  3. Click Create Account

2. Verify Your Email

After registering, you'll receive a verification email. Click the link in the email to activate your account. If you don't receive it, click Resend Verification Email on the sign-in page.

3. Accept an Invitation

If you've been invited to an organization, click the link in the invitation email. If you already have an account, sign in to accept. If not, you'll be guided through registration first.

4. Forgot Password

If you've forgotten your password:

  1. Click Forgot Password on the sign-in page
  2. Enter your email address
  3. Click the reset link in the email you receive
  4. Choose a new password

5. Sign In

Navigate to your SchemaStack instance and sign in with your credentials. If you're new, ask your organization admin for an invitation.

6. Select an Organization

After signing in, you'll be prompted to select an organization. If you belong to multiple organizations, choose the one you want to work in.

7. Open a Workspace

Workspaces are where your data lives. Each workspace contains one or more views — different ways to look at the same underlying data.

From the admin console, navigate to a workspace. From the data platform, you'll see your workspace's views directly.

8. Explore a View

A view is a configured window into your data. Each view has:

  • Columns — The fields in your data, each with a defined type
  • Rows — Your actual data records
  • Filters — Narrow down what you see
  • Sort rules — Control the order
  • Constraints — Validation rules that ensure data quality

9. Edit Data

Click on any cell to edit its value. Changes are saved automatically and broadcast to other users in real time.

10. Save a Preset

Once you've configured filters and sorting to your liking, save them as a preset so you can return to that exact view later — or share it with your team.

Next Steps

SchemaStack Documentation