Project Permissions control who can create, modify, and manage projects within STACK Takeoff & Estimate.
These permissions determine how users interact with projects, including creating new projects, updating project details, and removing projects when they are no longer needed.
IMPORTANT
Project access can also be controlled at the project level by setting projects to private.
Users without project permissions may still access projects if they have been granted access.
Changes to project permissions affect all projects within the account.
Key Information
Project Permissions apply to all projects within the account
Permissions can be granted or restricted using User Permissions
Some roles include project permissions by default, while others require them to be enabled
Deleting a project permanently removes all associated data
Project Permissions Overview
| Permission | Description |
|---|---|
| Create projects | Allows users to create new projects and configure project details |
| Edit project settings | Allows users to update project information, including name, details, and settings |
| Delete projects | Allows users to permanently remove projects from the account |
| View projects | Allows users to access and view project information |
Who Can Create Projects
Project creation is controlled by a permission that can be enabled for certain Full-Access roles.
| Role | Create Projects |
|---|---|
| Account Owner | ✔ |
| Office Manager | ◐ |
| Estimator | ◐ |
| Takeoff Operator | ◐ |
| Project Creator | ◐ |
| IT Admin | |
| Cost Viewer | |
| Viewer |
Legend
✔ Included
◐ Available with permission
— Not available
How Project Permissions Are Applied
Project Permissions are assigned through User Permissions and may be:
Included by default in certain roles (such as Account Owner)
Enabled or restricted depending on the user’s responsibilities
Some permissions depend on others:
The Delete projects permission requires the ability to create and edit projects.
Related Articles
STACK Takeoff & Estimate Roles
Private and Public Projects
See how others use this feature in the STACK Community.
If you need additional assistance, please Contact Us.
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