Company Settings Overview

Manage company users and settings via the Company Settings page

Available only to Company Administrators

The Company Settings page allows Company Administrators to manage employees at their company, see collaborators working on their projects, and adjust company settings.

Navigating to the Company Settings Page

Company Administrators can access the Company Settings page by clicking Company Settings on the navigation bar.

Employees

The Employees page includes a list of all users from your company in Join. You can adjust a user's Company Role and click on a user's name to get a more detailed view.

Tip: Want to learn more about managing company employees? Read our article.

Partners

The Partners page includes a list of all users outside of your company who have access to a project created by your employees. Invited users will be displayed as Pending, while those who have joined the project will be displayed as Active. Clicking a user's name will give you additional information about the user and will list which of your projects a user has access to.

Project Stats

The Project Stats page gives you a view of your company's projects and some high-level information about them, including location, status, project costs, project creator, etc. Project Type, Project Lead, and Organizations can be updated in bulk by clicking the checkboxes on the far left.

Note: The project list will default to only Active and In-Pursuit projects. You can use the filter to display projects with other statuses.

Organizations

The Organizations page allows you to configure different company-level organizational structures to which your projects can be assigned. This will help you organize your projects across your company.

Standards

The Standards page lets you set company-level standards that can be used across all new Join projects, including:

Categorizations

Create company standard Categorizations to ensure consistency across your projects and organization.

Project Templates

Create company standard project templates to quickly start new projects

Project Types

Create company standard project types to organize your projects by the markets you do work in.

Settings

Manage your company profile, including:

Company Name
Company Type/Industry
Company Logo