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

User Roles Defined

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

The Account Owner has complete access to all features and settings in the account. This role includes every user permission with no restrictions, and at least one user in every account must hold this role.

Office Manager

The Office Manager role is designed for organizations with multiple offices and gives office leaders local control over user management without requiring global admin access. Office Managers can add, edit, deactivate, and remove users within their assigned office to support faster onboarding and consistent workflows, while remaining isolated from users and projects in other offices. This role cannot add paid users (Takeoff Operator, Estimator, IT Admin, or Account Owner), ensuring clear boundaries, reduced risk, and better governance at the office level.

Estimator

The Estimator can create and manage projects, upload and organize plans and documents, perform takeoffs, add items and assemblies, and work with reports and estimates. Some permissions—like project creation and annotations—are included by default but can be removed if needed.

Takeoff Operator

The Takeoff Operator can create and manage projects, work with plans and documents, perform takeoffs, add items and assemblies, and run reports. This role does not have access to estimates or cost data, even if additional permissions are assigned.

Viewer Roles

Cost Viewer

The Cost Viewer can view and search all projects, takeoffs, markups, reports, and snapshots. This role is read-only and cannot create or edit takeoffs or the takeoff library.

IT Admin

The IT Admin can view and search projects and takeoffs, hide or unhide takeoffs, print plans and reports, and access Account Settings. This role cannot create or edit takeoffs or the takeoff library and does not have access to estimates or cost data.

Project Creator

The Project Creator can create and manage projects, upload and organize plans and documents, and view takeoffs and reports. This role cannot create or edit takeoffs or the takeoff library.

Viewer

The Viewer can view and search projects and takeoffs, hide or unhide takeoffs, and print plans and reports. This role cannot create or edit takeoffs or the takeoff library.

User Role Permissions

The table below outlines the permissions available for each STACK Takeoff & Estimate user role. Use it to quickly compare what each role can do—from full-access roles that can manage projects and users, to viewer roles with read-only access. This helps ensure every team member is assigned the right level of access based on their responsibilities and your organization’s workflow.

• R: Included in the role

• R(P): Includes a user permission for this feature

• P: permission must be applied

Related Articles

Assign and Manage Account Users
Private and Public Projects
Account Settings