User Roles and Permissions (TE)

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 provide read-only access to information as defined in the specific role. Some viewer roles may also have limited administrative or account-level permissions when additional permissions are assigned.

*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 for organizations with multiple offices. It allows you to manage the users in your assigned office—adding, editing, and removing users—without having access to users or projects in any other office. However, they cannot add paid users for Takeoff Operator, Estimator, IT Admin, and Account Owner.

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 role supports takeoff production workflows, including creating and managing projects, organizing plans and documents, performing takeoffs, adding items and assemblies, and running reports. This role does not provide access to estimates or cost data.

Viewer Roles

Cost Viewer

This role is view-only and allows access to project cost information, estimates, reports, and takeoff data. Cost Viewers can view Items & Assemblies Libraries but cannot create, edit, or manage takeoffs, estimates, or Libraries.

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 manage the Takeoff Library.

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 manage the Takeoff Library.

Project creation and management capabilities depend on assigned user permissions.

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 manage 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.

NOTE
Some permissions only apply to Full-Access roles. Assigning a permission to a Viewer role does not automatically grant access to all related functionality. Some features, such as Takeoff Library management, are controlled by role type and library-level access settings. Certain Viewer roles may still receive limited permissions for specific features when assigned.

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.

User Permissions can be assigned to roles other than Account Owner. Some permissions only apply to Full-Access roles and may not grant functionality to Viewer roles. 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 users with Full-Access roles the ability to create Custom Libraries.

Permissions to View, Create, Edit, and Delete the Takeoffs, Items, and Assemblies within a Custom Library are managed within each library.

Viewer roles cannot manage Takeoff Libraries even if this permission is assigned.

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.

Related Articles

Assign and Manage Account Users
Private and Public Projects
Account Settings

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.