Managing Your Team in Stimaro

This article covers how to add or remove team members, how roles work, and what happens when your team changes.

Who Can Manage Your Team

Stimaro distinguishes between admins and regular users.

Admins can:

• Request the addition of new team members
• Request the removal of existing team members
• See billing and subscription information
• Make changes to the account on behalf of the company

Regular users can:

• Sign in and use Stimaro for estimating work
• Access all the projects and data their team has shared with them
• Manage their own profile settings

The person at your company who signed your Stimaro agreement is automatically your account admin. They can request additional admins by emailing [email protected].

Adding a Team Member

To add a new user to your account, your account admin emails [email protected] with:

• Full name of the new team member
• Work email address (this becomes their Stimaro login)
• Their role (admin or regular user)

We will provision the new user within two business days. The new team member will receive an email from Stimaro with sign-in instructions.

Seat Limits

Your subscription tier determines how many team members you can have:

• Starter: up to 5 users
• Pro: up to 15 users
• Enterprise: custom (16 or more)

If you need to add a user but you're already at your tier's seat limit, your options are:

1. Remove an existing team member to free up a seat
2. Upgrade to the next tier

We will let you know if a request to add a user would exceed your tier and walk through your options.

Removing a Team Member

To remove a user from your account, your account admin emails [email protected] with:

• Full name of the team member to remove
• Their email address
• Effective date (immediately, or a future date if they're leaving at a specific time)

Erin will deactivate the user's access on the effective date.

What Happens to Their Data

When a user is removed:

• Their account access is revoked immediately on the effective date
• Estimates and projects they created remain in your company's Stimaro workspace
• Other team members can still see and edit anything they previously contributed
• The user can no longer sign in or access any Stimaro data

Nothing belongs to an individual user in Stimaro — everything belongs to your company's workspace. Removing a person doesn't remove their work.

Changing a User's Role

To change a user's role (regular user to admin, or admin to regular user), the account admin emails [email protected] with the user's name and the new role.

What to Do When People Leave Your Company

When an employee leaves, email us to deactivate their account on or before their last day. This is important for two reasons:

1. Security. Once someone is no longer with your company, they shouldn't have access to your estimating data, cost libraries, or in-progress bids. Same principle as cancelling their email account or building access badge.
2. Seat management. A deactivated user frees up a seat for someone new without forcing you into a tier upgrade.

If a team member's departure is amicable, you can schedule the deactivation for their actual last day. If it's not, deactivate immediately.

Adding Yourself as Admin from a Different Email

If your business email changes (you switch from [email protected] to [email protected], for example), don't try to "add" yourself as a new user — you'd lose access to your old work.

Instead, email us and ask to update your existing account's email address. We'll change it without disrupting any of your projects, settings, or history.

What If My Admin Leaves?

If the admin on your Stimaro account leaves your company, contact us as soon as possible. You'll need to:

1. Identify the new admin at your company
2. Verify your authority to make this change (we may ask for confirmation from another senior person at the company)
3. Confirm the email address of the new admin

We will transfer admin status and deactivate the previous admin's account if needed.

This is one of the few cases where we will request additional verification before making a change — admin transfer is a high-trust action and we want to make sure it's legitimate.