3. Learn more about Join based on your role

Get familiar with Join! Training videos for every role and member of your team are right at your fingertips.

During onboarding, you have a number of people within your organization that you'll want to get familiar with Join. This may include:

  • Estimators or Cost Analysts who tend to be more involved with managing detailed cost information within Join. 
  • Project Managers or Preconstruction Leads are often running meetings and interacting with many of the project stakeholders. 
  • Business Development folks are working to put together proposals and respond to RFPs to help your organization win more work. 

Within Join, there are several predefined roles that you can assign to each person that is invited to the project.  

Want to learn more about roles in Join? Check out our Roles and Permissions articles.