Managing Roles and Permissions

Learn to customize the different roles and their permission levels on your projects.

Adding and Deleting Roles

New Join projects start with five default roles: Administrator, Design Team, General Contractor, Owner, and Subcontractor.

Adding a New Role

To add additional roles to a project, follow these steps:

1. Click Team in the navigation panel.
2. Click the Roles tab.
3. Click the + Add a role button.
4. A new role will be added to the list, and it is ready to be customized.

Copying an Existing Role

To make a copy of an existing role, follow these steps:

1. Click Team in the navigation panel.
2. Click the Roles tab.
3. Click the name of the role you would like to copy.
4. Click the Copy button.
5. A copy of the selected role will be added to the list, and it is ready to be customized.

Deleting a Role

To delete a role from a project, follow these steps:

1. Click Team in the navigation panel.
2. Click the Roles tab.
3. Click the name of the role you would like to delete.
4. Click the Delete button.
5. The role will be removed from the list.

Editing Roles

All roles except for the Administrator role can be fully customized to match your preferences for each role. Roles can be renamed and the permission levels can be changed to one of the available options for each feature. To edit a role, follow these steps:

1. Click Team in the navigation panel.
2. Click the Roles tab.
3. Click the name of the role you would like to edit.
4. Click the Edit button.
5. Make changes to the role to match your preferences.
6. Click the Save button.