Managing Roles and Permissions

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.

Assigning Category Permissions

Individual users can be assigned different permissions based on the categories they are assigned. For example, assigning a user from your electrical subcontractor to Division 26 categories will give them access to edit Item details of an Item that has also been assigned to Division 26. In contrast, they would have more limited permissions for Items not assigned to Division 26. To assign category permissions to a user, follow these steps:

Enable Category Permissions for a Role

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. Click the Limit Access by Category dropdown and select Yes.
6. Click the Save button.

Assign Category Permissions to a User

1. Click Team in the navigation panel. This will navigate you to the Teammates tab.
2. Click the Select Categories button next to the user after they've been assigned to the role you configured in the enable category permissions for a role section.
3. Select the categories you'd like the user to have increased permissions for.