*zzTakeoff Permissions & Access Guide**

This guide explains how roles, licenses, and invitations work in zzTakeoff so you can confidently manage your team’s access.

Getting Started (New Accounts & Trial Users)

To get the most value from zzTakeoff:

✅ Invite everyone on your team who needs to view blueprints

✅ Collaborate inside one shared workspace

✅ Avoid starting separate trials for each team member

Why?

Collaboration is where zzTakeoff shines. Different team members catch different details, and project communication improves dramatically.

Good news: Blueprint viewing is completely FREE.

Invite your team and start collaborating immediately.

⚠️ If multiple team members create separate trials, you will not be collaborating on the same workspace.

You would still need to invite them to your main workspace to collaborate effectively on your projects.

Who Can Invite Users?

Only users with the following roles can invite others:

• Owner
• Administrator

Changing Workspace Ownership

If you need to transfer the Owner role, this requires assistance from zzTakeoff.

Please contact:

• Support chat (bottom right of our website)
• Email: support@zztakeoff.com

Quick Summary

Role = Permission Level

License = Tool Access

Understanding Roles (Permissions)

A role controls what a user is allowed to do in the workspace.

Each higher role includes everything the roles below it can do.

Owner (Highest Level)

Includes everything an Administrator can do, plus:

• Primary account contact
• Can change roles and licenses for all users (including Administrators)
• Full billing control and account ownership authority

Each workspace has one Owner.

Administrator

Includes everything a Takeoff user can do, plus:

• Change licenses for all users
• Change roles for all users except the Owner
• Manage billing information
• Invite users to workspace and projects
• Manage workspace-level settings

Takeoff (Most Common Role)

Includes everything a Collaborator can do, plus:

• Use Takeoff tools (area, linear, segment, count)
• Perform full quantity takeoffs

Collaborator

Includes everything a Viewer can do, plus:

• Create projects
• Rename and organize pages
• Use annotation tools
• Manage general project organization

⚠️Cannot use Takeoff tools (area, linear, segment, count).

Viewer (Base Access)

• View blueprints and project information only
• No editing, annotations, or takeoff tools

Understanding Licenses

A license controls what tools a user can access.

🔑 A user only needs a paid license on one workspace.

That license allows them to use those tools in any workspace where their role permits it.

License Types

Pro (Most Common)

• Paid license
• Access to Takeoff tools (area, linear, segment, count)
• Access to annotation tools
• Can view blueprints and information

Collaborator

• Paid license
• Access to annotation tools only
• Can create projects and organize pages
• Can view blueprints and reporting information

⚠️Cannot use Takeoff tools (area, linear, segment, count).

Not Assigned

• No license assigned
• View-only access
• May still have tool access if licensed in another workspace

Workspace vs. Project Access

zzTakeoff has two levels of access:

Workspace Access

Inviting someone to a Workspace gives them access to:

• All projects in that workspace
• Future projects created in that workspace

Think of your workspace as your company account.

✔ Best for internal team members

✖ Not ideal for external partners who should not see all projects

Project Access

Inviting someone to a Project gives them access to:

• Only that specific project

✔ Best for subcontractors, clients, or limited collaboration

Note: You must have the project open to invite users to that specific project.

If you’re unsure how to structure your team’s access, contact support and we’ll help you set it up correctly.

Updated on: 26/02/2026