STACK Takeoff & Estimate Roles

Wanita Grenier

Updated March 25, 2026 21:59

STACK Takeoff & Estimate uses Roles to control what users can access and manage within the platform.

When a user is added to an account, a Role is assigned based on the level of access required. Roles define what users can view, create, and manage across projects, takeoffs, estimates, and account settings.

Roles define baseline access, while User Permissions allow additional control over specific capabilities.

Key Information

Roles control access to projects, takeoffs, estimates, and account settings
Each user is assigned one Role
Multiple users can share the same Role
Roles can be assigned based on each user’s responsibilities
Roles can be customized using User Permissions
The number of users with Full-Access roles is limited by your subscription seats
Viewer roles can be assigned without limit

Role Types

Roles are grouped into two categories:

Full-Access Roles: Full-Access roles can create, edit, and manage work based on their assigned permissions.
Viewer Roles: Viewer roles can search and view information but cannot create or edit takeoffs or estimates.

Full-Access Roles

Role	Description
Account Owner	Has full access to all features, settings, and billing within the account. This role includes all user permissions and cannot be restricted. At least one user in every account must be assigned as the Account Owner.
Office Manager	Manages users within an assigned office. This includes adding, editing, and removing users within that office, without access to users or projects in other offices. This role cannot assign paid roles such as Takeoff Operator, Estimator, IT Admin, or Account Owner.
Estimator	Supports the full estimating workflow. This includes creating and managing projects, uploading and organizing plans and documents, performing takeoffs, building estimates, and running reports. Some capabilities, such as project creation and annotations, are included by default but can be adjusted through User Permissions.
Takeoff Operator	Focuses on measurement workflows. This role 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

Role	Description
Cost Viewer	Provides read-only access to cost-related data across projects, including takeoffs, estimates, reports, and snapshots. This role cannot create or edit takeoffs, estimates, or the Takeoff Library.
IT Admin	Provides administrative visibility into projects and account settings. This includes viewing projects and takeoffs, managing takeoff visibility (hide/unhide), and printing plans and reports. This role cannot create or edit takeoffs or the Takeoff Library and does not have access to estimates or cost data.
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	Has read-only access to projects, plans, and reports. This includes viewing and searching projects and takeoffs, managing takeoff visibility (hide/unhide), and printing plans and reports. This role cannot create or edit takeoffs or the Takeoff Library.

Role Capabilities Overview

This table provides a high-level comparison of what each role can access.

Capability	Account Owner	Office Manager	Estimator	Takeoff Operator	Cost Viewer	IT Admin	Project Creator	Viewer
Create & manage projects	✔	◐	◐	◐			◐
Perform takeoffs	✔	✔	✔	✔
Access estimates & cost data	✔		✔		○
View projects & reports	✔	✔	✔	✔	✔	✔	✔	✔
Manage users	✔	✔*				◐
Manage account settings	✔					◐
Work with libraries (takeoffs, items, assemblies)	✔	◐	◐	◐		◐	◐

Legend

✔   Included
◐   Available with permission
○   View only
*   Limited access

Customizing Access with Permissions

Roles can be adjusted using User Permissions to expand or restrict access to specific features.

Permissions can be used to control actions such as:

Creating or deleting projects
Managing libraries
Accessing account settings
Creating and editing annotations

TIP
Project access can also be controlled by setting projects to private.
See Private and Public Projects for more information.

Assign and Manage Account Users
Private and Public Projects

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.