User Roles and Permissions

STACK offers a wide array of capabilities and information that can be useful to different people/departments throughout your organization. This makes it beneficial to give several members of your team access to your STACK account. However, we recognize that you probably don't want every user to be able to edit a takeoff or company settings or see costs data and estimates.

To help you to control access to certain tools/features and share relevant information with the appropriate members of your team, when you add a user to your STACK account you will assign them Role based on the level of access you want them to have.

STACK has several different predefined Roles from which to choose. Additional User Permissions can be assigned or removed to help you customize the Roles to fit the specific work each member of your team needs to perform.

TIP: You can manage users' access to specific projects by making a project private. See Private and Public Projects for more info.

See below for more information:
User Role Descriptions
User Permission Descriptions
User Role Capability Comparison

See Assign and Manage Account Users for instructions on how to assign user roles and permissions.

User Role Descriptions

STACK has several different Roles from which to choose. You can assign a user any role you want, and you can assign multiple users the same role. Some roles include one or more of the User Permissions and you can add additional permissions as needed.

Roles are classified as either a Full-Access or Viewer role.* 

• Full-Access roles can create, edit, search, and view information as defined in the specific role. 
• Viewer roles can search/view information as defined in the specific role.

*The number of users to which you can assign Full-Access roles is based on the number of licenses available in your STACK subscription. There is no limit to the number of users who can be assigned Viewer roles. 

You can assign a user any role you want and you can assign multiple users the same role.

Full-Access Roles

Account Owner 

This role has full access to ALL account information and features, no exclusions. 

*All User Permissions are assigned to this role and cannot be removed.

NOTE: At least one user on your account must be assigned the role of Account Owner.

Estimator

This role can view and create projects, manage plans and documents,* perform takeoffs, add items and assemblies to takeoffs, and edit reports and estimates (with cost data).

*The Can create projects and edit project settings user permission is included in this role but can be removed completely or amended to exclude the ability to delete projects.

The Can create and edit annotations permission is also included in this role but can be removed.

Takeoff Operator

This role can view and create projects, manage plans and documents,* perform takeoffs, add items and assemblies to takeoffs, and edit reports (without cost data).

Even with added User Permissions, this role does NOT have access to estimates or cost data.

*The Can create projects and edit project settings user permission is included in this role but can be removed completely or amended to exclude the ability to delete projects;

The Can create and edit annotations permission is also included in this role but can be removed.

Viewer Roles

Cost Viewer

This role can view/search all projects, takeoffs, markups, takeoff reports, and snapshots (with cost data), can hide/unhide takeoffs, and print plan sheets/documents.

Even with added User Permissions, this role CANNOT create/edit takeoffs or the takeoff library.

IT Admin 

This role can view/search projects and takeoffs, hide/unhide takeoffs, print plan sheets/documents, print reports (without cost data), and access/edit Account Settings.

Even with added User Permissions, this role CANNOT create/edit takeoffs or the takeoff library, and does NOT have access to estimates, cost data, or Libraries.

*The User Permission "Can edit account settings" is included in this role. 

Project Creator

This role can view and create projects, manage plans and documents,* view/search takeoffs, hide/unhide takeoffs, print plan sheets/documents, and print reports (without cost data).

Even with added User Permissions, this role CANNOT create/edit takeoffs or the takeoff library, and does NOT have access to estimates, cost data, or Libraries.

*The User Permission to Create projects and manage plans and documents is included in this role.

Viewer 

This role can view/search projects and takeoffs, hide/unhide takeoffs, print plan sheets/documents, and print reports (without cost data).

Even with added User Permissions, this role CANNOT create/edit takeoffs or the takeoff library, and does NOT have access to estimates, cost data, or Libraries.

User Permission Descriptions

User Permissions can be applied (or removed) to STACK’s predefined user roles so you have more flexibility to further expand or restrict what a certain role can do.

User Permissions give a user more administrative and content management capabilities within the account.

You can apply any or all User Permissions to any role except Account Owner. All permissions are automatically applied to the Account Owner role and cannot be removed. 

User Permissions

Can create projects and edit project settings

Gives any user the ability to create a project and edit project information on the project Home screen, as well as upload and manage project plans and documents.

Can delete projects 

Gives any user the ability to delete projects.
This permission cannot be assigned unless the Can create projects and edit project settings permission is also assigned.

Can create libraries

Gives any user with a Full-Access role the ability to create Custom Libraries.

Permissions to View, Create, and/or Delete the Takeoffs, Items, and Assemblies within a Custom Library is assigned in each Library. See Custom Libraries for info.

Can delete libraries

Gives any user with a Full-Access role the ability to delete Custom Libraries.
This permission cannot be assigned unless the Can create libraries permission is also assigned.

Can edit account settings

Gives any user the ability to access and manage Account Settings without having to be assigned the role of Account Owner.

NOTE: If you assign a user this permission, they will be able to do anything in Account Settings (even change billing information).

Can create and edit annotations

Gives any user the ability to add, edit, and remove annotations on plan sheets.

User Role Capability Comparison

This table provides a general overview of the capabilities each Role can have. See User Role Descriptions and User Permission Descriptions above for specific capability details.
R = Capability included in the Role.
R(P) = Role includes a User Permission for this capability.
P = User Permission must be applied to Role for this capability.

Related Articles

Assign and Manage Account Users
Private and Public Projects
Account Settings

If you need additional assistance, please Contact Us.