STACK Build & Operate Roles

Javier Salas Rios

Updated May 05, 2026 22:47

DESC.	OWNER	ADMIN	POWER COLLAB (+D)	POWER COLLAB (+U)	POWER COLLAB	COLLAB	REST. COLLAB	REVIEWER	VIEWER
Typical job title ass. to user type	Business owner	Doc control Project manager	Super intendent Foreman	Super intendent Foreman	Super intendent Foreman	Internal employee (plumber, electrician, etc.) Sub contractors External users who will be fully participating (initiating) in team processes (QA Inspector, Owner’s Rep, Architect, Engineer, etc.)	Internal employee or Sub contractors (Users who should only see their own Issues and Daily Reports)	External users who have limited participation (responding) in team processes (Owner’s Rep, Architect, Engineer, etc.)	External users with a read-only view of documents (Owner’s Rep, Architect, Engineer, etc.)
Admin Web Portal	✔	✔	✔	✔	✔	✔	✔	✔
SmartUse App	✔	✔	✔	✔	✔	✔	✔	✔	✔

Legend
✔ = Has access
(blank) = No access

When a user is added to a project, a specific Role is assigned. The different Roles provide different levels of access permission to the STACK interfaces and features.

The table above shows what Roles have access to each of the STACK interfaces. Typical job titles are also included, however, since every situation and project team are different, these may vary depending on your needs and requirements.

Web Portal

The following table shows which features are available to each Role in the Web Portal:

WEB PORTAL	OWNER	ADMINISTRATOR	POWER COLLABORATOR (+DOCS)	POWER COLLABORATOR (+USERS)	POWER COLLABORATOR	COLLABORATOR	RESTRICTED COLLABORATOR	REVIEWER	VIEWER
Create and manage projects	Y	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner
Access statistics module	Y	Y	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner	Co-owner
Create and manage folders; upload & manage documents	Y	Y	Y
Transfer all project data from STACK Takeoff & Estimate	Y	Y	Y
Create & change project permissions	Y	Y	Y	Y
Create & change folder permissions	Y	Y	Y
Download the As-builts	Y	Y	Y
Download the documents and current set logs	Y	Y	Y
Invite & remove users	Y	Y
Transfer ownership of issues when removing user	Y	Y
Transfer assignment of issues when removing user	Y	Y

STACK Field App

The following table shows which features are available to each Role in the STACK Field App, including issues management on iPad, iPhone, or Windows, Android tablet and smartphone:

TIP
See the Annotation Layer Permission by Role article section for role-based access permissions for annotations layers.

PERMISSION	OWNER	ADMINISTRATOR	POWER COLLABORATOR (+DOCS & USERS)	COLLABORATOR	RESTRICTED COLLABORATOR	REVIEWER	VIEWER
Open any document’s revisions	✔	✔	✔	✔	✔	✔	✔
Sync any documents in offline mode	✔	✔	✔	✔	✔	✔	✔
Compare sheet revisions (stack & side-by-side mode)	✔	✔	✔	✔	✔	✔	✔
Compare any document (stack & side-by-side mode)	✔	✔	✔	✔	✔	✔	✔
Share documents	✔	✔	✔	✔	✔	✔	✔
Download documents	✔	✔	✔	✔	✔	✔	✔
Create and manage favorites	✔	✔	✔	✔	✔	✔	✔
Share favorites with team members	✔	✔	✔	✔	✔	✔	✔
Share a link	✔	✔	✔
Annotate docs in private (Markups, Count, Stamps, Measures, Photos, Hyperlinks)	✔	✔	✔	✔	✔	✔	✔
Share annotations with or without using layers when user is creator of the layer	✔	✔	✔	✔	✔
See public annotations	✔	✔	✔	✔	✔	✔
Edit and delete public annotations	✔	✔	✔
Add and manage custom SmartLinks	✔	✔	✔
ISSUE MANAGEMENT
Create issues	✔	✔	✔	✔	✔	✔	✔
Assign an issue to one or more users	✔	✔	✔	✔	✔
Assign an issue to themselves	✔	✔	✔	✔	✔	✔	✔
Be assigned an issue by others	✔	✔	✔	✔	✔	✔
See issues assigned to you	✔	✔	✔	✔	✔	✔	✔
See issues created by restricted collaborators and up (if not assigned)	✔	✔	✔	✔
Add comments and photos to any issue	✔	✔	✔	✔	✔
Export & generate issues report (CSV, Word, PDF)	✔	✔	✔	✔	✔	✔	✔
Close issue at all times when user is creator of issue	✔	✔	✔	✔	✔	✔	✔
Close issue at all times when user isn’t creator of issue	✔	✔	✔
Pull back issues when possible in process when user isn’t creator of issue	✔	✔	✔

Legend
✔ = Allowed
(blank) = Not allowed

User Roles Defined

Owner: The Owner is a top-level user, owns the rights to the software, and is the only role that is one every project by default. They have access to all STACK user interfaces (Web Portal and STACK Field App) and features, including those for adding and changing accounts and allocating licenses.
Administrator: The Administrator is also a top-level user, similar to the Owner, but does not have permission to create and manage projects. They only have access to projects they are invited to or that they created (co-owner rights required - see the Co-Owner Attribute section). The Administrator has access to all STACK user interfaces (Web Portal and STACK Field App) plus managing documents, adding and changing user’s accounts, and the statistics information.
Power Collaborator (+ Documents): The Power Collaborator (+ Documents) has full access permissions to the STACK Field App. In addition, the PC+ Documents has access to the Web Portal for the purpose of uploading and downloading documents, managing folders, and changing folder permissions.
Power Collaborator (+ Users): The Power Collaborator (+ Users) has full access permissions to the STACK Field App. The PC+ Users has access to the Web Portal for the purpose of inviting and removing users and changing folder permissions.
Power Collaborator: The Power collaborator does not have access to the Web Portal, but does have full access permissions to the STACK Field App, including issues management and editing public annotations.
Collaborator: The Collaborator does not have access to the Web Portal, but does have full access permissions to the STACK Field App, aside from editing public annotations. As for issues management, Collaborators can only close issues if they have created them.
Restricted Collaborator: The Restricted Collaborator is the same as the Collaborator with one important distinction – they can only see their own assigned issues.
Reviewer: The Reviewer does not have access to the Web Portal and has read-only access to the STACK Field App. This type of user is designed mainly to view content. These users can see public annotations, but cannot share theirs with others, unless they are invited with write permissions in a layer. As for issues management, they can only see and respond to their own assigned issues.
Viewer: The Viewer does not have access to the Web Portal and has read-only access to the STACK Field App. This type of user is also designed mainly to view content. These users cannot see public annotations and cannot share theirs with others. No one can assign issues to them.

Co-owner Attribute

By default, the Owner is the only person in a company who can create projects. The Owner has the ability to assign the Co-owner Attribute to any user, regardless of their Role, which will grant that user the ability to create projects.

When an owner creates an account for a user, they can use the toggle button to give them the Co-owner attribute.

Graphical user interface, application, Teams Description automatically generated