Managing Employees in Join

Available only to Company Administrators

Company administrators can manage employees within their company by adjusting their roles or deactivating their accounts and can invite new users.

Adding an Employee

You can add a new employee to your company in Join and assign them a role and any relevant project permissions. 

To add a new employee, follow these steps:

  1. Navigate to the Admin tab in Join
  2. Click the Employees tab
  3. Click the New Employee button in the top right
  4. Enter the user's email and any other relevant information, such as name or job title.
  5. Assign a company role to the user
  6. If needed, add them to any projects and assign their project role. For additional projects, just use the Add Project button
  7. Click Add to add the employee. They’ll receive an invite via email to sign-up for Join and join your company

Viewing Employee Details

The Employee Details page displays the projects a user is a part of, and allows you to update their role, adjust account profile details, or deactivate their account.

To access the employee details page, follow these steps:

  1. Navigate to the Admin tab in Join
  2. Click the Employees tab
  3. Locate the employee you want to see more detailed information on
  4. Select their name

Note: You may see some of their projects listed as Non-company administrated project’s, these are project created by users at another company that your employee has access to.

Resending an Employee Invite

If you need to prompt a user to accept their invite to Join, you can resend the invitation by clicking the Resend Invite button. 

If they aren’t receiving the invitation, they can create their Join account.

Deactivating an Employee

Company administrators can block employees of your company from logging in to Join. You would typically use this when a user leaves your company.

To deactivate an Employee, follow the below steps:

  1. From the Employee details page
  2. Click the Status dropdown in the top right
  3. Select Deactivated

Checking an Employee’s Status

  • Active - User has access to Join and the projects they are permissioned for.

  • Pending - User has been invited to Join but has not signed up.

  • Deactivated - User has no access to Join. Login is blocked.

Setting an Employee’s Role

Depending on what products your company has access to in Join, you will see a combination of these roles. For example, if your company does not have access to Forecasting, the Manager role will not be displayed.

By default, users are granted the Basic role. Applying a different role will grant access as outlined in the table below and can be set. 






Join Core





Join Forecasting





Join Insights




Company Administration



Note: As a company administrator, you cannot change your own role