Default permissions for all roles

On the Join Team page, you'll have the ability to review and modify Project Team roles and permissions. Below is a grid showing the default roles and permission for all roles in Join.

Limit access by category:

This setting allows you to control access for some users to be limited to a specific category like Sitework or a set of categories like Electrical or Plumbing. For each role, you can set this setting to yes or no:

  • Yes: each user's access can be limited to specific categories so that they have a different level of access to the information within their categories vs information outside of their categories
  • No: users in this role have the same level of access for items and information across all categories
Admin No
Architect No
General Contractor No
Owner No
Subcontractor Yes

Cost permissions:

Cost display options control how users see costs in various views and reports across Join. If you want someone to always see costs in a specific way, you can select one setting. Or you can choose multiple settings if you want a particular role to be able to switch between multiple different cost display modes. See more about all of the cost display modes in this article here.

Admin
Show markups allocated
Show markups separated
Direct costs only
Architect
Show markups allocated
Direct costs only
General Contractor
Show markups allocated
Show markups separated
Direct costs only
Owner
Show markups allocated
Subcontractor
Direct costs only
 
Feature Admin Architect General Contractor Owner Subcontractor
Milestone estimate direct costs details Admin View Only Admin None View Only
Milestone target budget details Admin View Only Admin None View Only
Item/option direct cost details Admin View Only Admin None View Only
Markups details Admin None Admin None View Only
Item estimate template Admin View Only View Only None None

Project permissions

Feature Admin Architect General Contractor Owner Subcontractor
Project terminology Admin View Only View Only View Only View Only
Project units of measure Admin Standard Standard View Only View Only
Project details Admin View Only Admin View Only View Only
Collaborators Admin View Only Admin View Only View Only
Permission templates Admin None View Only None None
Categories Admin View Only Admin View Only View Only

Milestone permissions

Feature Admin Architect General Contractor Owner Subcontractor
Milestones Admin View Only Admin View Only View Only
Milestone attachments Admin Standard Admin Standard Standard
Meetings Admin View Only Admin View Only View Only

Item and Option permissions

Feature Admin Architect General Contractor Owner Subcontractor
Items and options Admin Standard Admin Standard Standard
Milestones and meetings Admin View Only Admin View Only Admin
Categories Admin

Admin

Admin View Only Admin
Assignees Admin Admin Admin Admin Admin
Status Standard View Only Standard View Only Standard
Attachments Admin Standard Admin Standard Admin
Comments Standard Standard Standard Standard None