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On the Join Team page, you can 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 |
| Design Team | 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
|
| Design Team |
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 | Design Team | 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 |
| Estimate markups details | Admin | None | Admin | None | View Only |
| Item estimate template | Admin | View Only | View Only | None | None |
| Estimate cost subtotals | View Only | View Only | View Only | None | None |
Project Permissions
| Feature | Admin | Design Team | General Contractor | Owner | Subcontractor |
| Project details | Admin | View Only | Admin | View Only | View Only |
| Team | 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 |
| Project terminology | Admin | View Only | View Only | View Only | View Only |
| Project units of measure | Admin | Standard | Standard | View Only | View Only |
| Project currency / Rounding display | Admin | View Only | Admin | View Only | View Only |
| Timeline | Admin | View Only | Admin | View Only | View Only |
| Report notes | Admin | Standard | Standard | Standard | Standard |
Milestone Permissions
| Feature | Admin | Design Team | General Contractor | Owner | Subcontractor |
| Milestones | Admin | View Only | Admin | View Only | View Only |
| Milestone attachments | Admin | Standard | Admin | Standard | Standard |
| Draft milestones (other users) | Admin | None | None | None | None |
| Draft estimates (other users) | Admin | None | None | None | None |
| Metrics | Admin | View Only | Admin | None | View Only |
Item and Option Permissions
| Feature | Admin | Design Team | General Contractor | Owner | Subcontractor |
| Items, item import, and options | Admin | Standard | Admin | Standard | Standard |
| Schedule impact | Admin | View Only | Standard | View Only | View Only |
| Milestones and events | 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 |
| Draw activity | View Only | None | View Only | None | None |
| Share draft items/scenarios | Admin | Standard | Admin | Standard | Standard |
| Publish draft items/scenarios | Admin | Standard | Admin | Standard | Standard |