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Managing User Roles & Permissions in Stack

Discover how to effectively manage user roles and permissions within Stack to ensure the right access levels across various modules.

Table of Contents​

Getting Started with User Permissions​

To manage user permissions in Stack:

  1. Navigate to Settings > Team.
  2. Click the edit icon next to the user whose permissions you wish to modify.
  3. Select Roles & Permissions from the left menu.

Assigning User Type and Role​

  • User Type: Choose whether the user is associated with the entire agency or a specific sub-account.
  • Role: Decide if the user should be an admin or a standard user.

Restrict Access to Specific Sub-Accounts​

You can assign users to specific sub-accounts, limiting their access to only those accounts. For instance, if Alex is assigned to '78th Avenue' and 'A Mailbox NYC', he will not have access to 'Baker's Inn'.

Assign Permissions​

Stack allows you to set permissions at two levels:

  • Module Level: Toggle a module off to completely restrict access.
  • Granular Level: Use checkboxes to fine-tune permissions within a module.

The permissions structure is compatible with previous versions, ensuring a smooth transition.

Copy Permissions​

Easily duplicate a user’s permissions to another user. For example, if Bob joins the sales team, you can replicate Alex’s permissions to Bob for consistency.

Note: Stack is expanding its capabilities with more advanced permission controls. Stay updated for future enhancements!