User and Account Permissions control administrative access within STACK Takeoff & Estimate.
These permissions define who can manage users, control account settings, and update billing and subscription details.
IMPORTANT
User management actions can impact access across all projects.
Billing and subscription changes affect account-wide licensing and access.
Some roles (such as Office Manager) may have limited scope based on assigned office.
Assigning account-level permissions grants access to sensitive settings.
Key Information
User and Account Permissions apply at the account level
These permissions are typically limited to administrative roles
Permissions can be granted or restricted using User Permissions
Some permissions provide full control over account-wide settings
Changes to these permissions can affect all users and projects
User Management Permissions
User Management Permissions control how users are added, updated, and removed from the account.
User Management Permissions Overview
| Permission | Description |
|---|---|
| Create users | Allows users to add new users to the account |
| Edit users | Allows users to update user details and roles |
| Delete users | Allows users to remove users from the account |
| View users | Allows users to view the user list and details |
Who Can Manage Users
| Role | Manage Users |
|---|---|
| Account Owner | ✔ |
| Office Manager | ✔* |
| Estimator | |
| Takeoff Operator | |
| Project Creator | |
| IT Admin | ◐ |
| Cost Viewer | |
| Viewer |
Legend
✔ Included
◐ Available with permission
* Limited access
Account Settings Permissions
Account Settings Permissions control access to company-level configuration and settings.
Account Settings Permissions Overview
| Permission | Description |
|---|---|
| Access account settings | Allows users to view and modify account-level settings |
Who Can Access Account Settings
| Role | Account Settings |
|---|---|
| Account Owner | ✔ |
| Office Manager | |
| Estimator | |
| Takeoff Operator | |
| Project Creator | |
| IT Admin | ◐ |
| Cost Viewer | |
| Viewer |
Legend
✔ Included
◐ Available with permission
Billing & Subscription Permissions
Billing and Subscription Permissions control financial and licensing aspects of the account.
Billing & Subscription Permissions Overview
| Permission | Description |
|---|---|
| Manage billing | Allows users to update billing details and payment methods |
| Manage subscription | Allows users to modify plans, seats, and licensing |
Who Can Manage Billing & Subscription
| Role | Billing & Subscription |
|---|---|
| Account Owner | ✔ |
| Office Manager | |
| Estimator | |
| Takeoff Operator | |
| Project Creator | |
| IT Admin | ◐ |
| Cost Viewer | |
| Viewer |
Legend
✔ Included
◐ Available with permission
How User & Account Permissions Are Applied
User and Account Permissions are assigned through User Permissions and may be:
Included by default in administrative roles
Enabled or restricted depending on responsibilities
Some permissions provide broad control and should be assigned carefully.
Related Articles
Stack Takeoff & Estimate Roles
Takeoff & Estimate Project Permissions
Takeoff & Annotation Permissions
Estimate & Cost Permissions
Takeoff & Estimate Reports Permissions
Takeoff & Estimate Library Permissions
See how others use this feature in the STACK Community.
If you need additional assistance, please Contact Us.
Comments
Please sign in to leave a comment.