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Account Management

13 Articles in this category

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Account Management

13 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

Update Your Billing Information and Reactivate an On-Hold Account

Instructions to add or change account billing and credit card information and how to reactivate an on-hold account.

Join the STACK Referral Program

Learn how to earn some serious cash by referring others to STACK.

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.