---
title: Managing Roles and Permissions
description: Learn to customize the different roles and their permission levels on your projects.
---

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# 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. Additional roles can be added as needed, and all roles except Administrator can be customized.

#### 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](https://success.join.build/en/knowledge/managing-collaborator-roles-permissions#editing_roles).

#### 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](https://success.join.build/en/knowledge/managing-collaborator-roles-permissions#editing_roles).

#### 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.

***Note:** If you try to delete a role that has been assigned to a teammate, you'll be prompted to assign them a new role before the deletion can proceed.*

### 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.

***Tip:** When you are done editing a role, you can [preview](https://success.join.build/en/knowledge/collaborator-role-preview-mode?hsLang=en) it to ensure the permissions are configured correctly.*

### Assigning Category Permissions

Category permissions allow you to grant individual users elevated access for specific categories of work. For example, assigning a user from your electrical subcontractor to Division 26 categories permits them to edit Item details for Items also assigned to Division 26, while their permissions remain more limited for Items outside Division 26. To assign category permissions, complete both steps below:

#### 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. (The user must already be assigned to a role with category permissions enabled, as configured in the [Enable Category Permissions for a Role](https://app.hubspot.com/knowledge/8897459/193744708677/suggestions#category_permissions_role) section.)
3. Select the categories you'd like the user to have increased permissions for.

***Note:** This permission setting **does not hide** Items from users based on their category permissions; it only changes their [Items and Options Permissions](https://success.join.build/en/knowledge/roles-and-permissions-view-defaults-for-all-roles?hsLang=en#limit_access_category) based on what you set for "With Category Access" and "Without Category Access"  on the **Roles** tab.*

 

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