6. Configuring Your Project and Inviting Your Team

If you're creating projects in Join, here is everything you need to get your project up and running.

Select a section below and scroll down to see the related information.

1. Navigating Join and Creating a  Project	2. Importing Baseline Estimates and Budgets	3. Tracking Ideas and  Opportunities
4. Visualizing Project Progress and Costs	5. Pivoting and Reporting Cost Data	6. Configuring Your Project and Inviting Your Team

What You'll Learn

• Configuring your project to your specific needs
• Getting your project team invited
• Reviewing and customizing their permissions
• Double-checking permissions by previewing Join as another user or role

Configuring your Project

Customize project settings, including terminology, currency, and rounding display, and define your Categorizations and Work Breakdown Structure (WBS). 

Inviting your Project Team

With your project configured, you're ready to invite the rest of your project team. 

Roles and permissions

You can customize permissions to control what each role on your project can see and do. Most projects use the default permissions without any changes. 

Previewing a User or Role

If you do customize permissions or just want to see what Join through the eyes of a particular role or user, as an Admin, you can preview their role and see what they would see, so you can be confident in inviting your project team.