STACK Takeoff and Estimate
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      Contents x
      • The Basics
      • Projects, Plans & Documents
      • Creating Takeoffs
      • Using Items & Assemblies
      • Estimating - Reports & Estimates
      • Share & Integrate Data
      • Account Management
      • Troubleshooting Tips
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      Account Management
      11 Articles  in this category
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        Contents

        Account Management

        11 Articles in this category
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        Account Settings

        Overview of your account setting options.

        Assign and Manage Account Users

        How to add users to your account; assign user roles, permissions and offices; edit user info; and deactivate users as needed.

        User Roles and Permissions

        Descriptions of the roles and permissions you can assign to account users to control their level of access to project and account information.

        Add Offices to Your Account

        How to add, edit, delete Offices on your account to segment projects and account users by location, assign default Libraries, and restrict access to projects by Office.

        Create a Customer List

        How to create a customer list to add customer contact info to an estimate quickly and accurately.

        Bulk Import Customer List Data

        How to mass upload new or updated customer info to STACK using the Import Template (CSV spreadsheet).

        Create a Custom Project Status

        How to customize the list of project statuses available in your account.

        Change Your Password or Email

        Forgot your password or have a new email address? Instructions to change your STACK account login information.

        Merge Two STACK Accounts

        Consolidate two STACK companies into a single company

        Cancelling Your Account

        Information about cancelling your STACK subscription - instructions, project data deletion, and refund policy.

        Your Personal Data

        STACK's privacy policy and how to remove your personal information.
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