---
title: 3. Learn more about Join based on your role
description: Get familiar with Join! Training videos for every role and member of your team are right at your fingertips.
---

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1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en)
2. [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en)
3. [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join)

# 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 Requests for Proposals (RFPs) to help your organization win more work.

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

**Want to learn more about roles in Join?** Check out our [Roles](https://success.join.build/en/knowledge/team?hsLang=en#roles) and [Permissions](https://success.join.build/en/knowledge/team?hsLang=en#permissions) articles.

 

| **[Tell your organization about Join](https://success.join.build/en/knowledge/onboading-tell-your-organization-about-join?hsLang=en)** | [**Launch your first projects in Join!**](https://success.join.build/en/knowledge/onboarding-launch-your-first-projects-in-join?hsLang=en) |
| --- | --- |
| [![join-back-s](https://success.join.build/hs-fs/hubfs/join-back-s.jpg?width=105&name=join-back-s.jpg)](https://success.join.build/en/knowledge/onboading-tell-your-organization-about-join?hsLang=en) | [![join-next-s](https://success.join.build/hs-fs/hubfs/join-next-s.jpg?width=104&name=join-next-s.jpg)](https://success.join.build/en/knowledge/onboarding-launch-your-first-projects-in-join?hsLang=en) |

- [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content)

    - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview)
    - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user)
    - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join)
    - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project)
    - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices)
    - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins)
    - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors)
    - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members)
    - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners)
- [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content)

    - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new)
    - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access)
- [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content)

    - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources)
- [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content)

    - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard)
    - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts)
- [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content)

    - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones)
    - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets)
    - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing)
- [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content)

    - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items)
    - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options)
    - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status)
    - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios)
    - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library)
    - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact)
    - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas)
- [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content)

    - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups)
    - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups)
    - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups)
    - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances)
    - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings)
- [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content)

    - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register)
- [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content)

    - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline)
- [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content)

    - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting)
    - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports)
- [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content)

    - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team)
    - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions)
- [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content)

    - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings)
    - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations)
    - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure)
    - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display)
    - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template)
    - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications)
    - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header)
    - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display)
- [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content)

    - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs)
    - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects)
    - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs)
- [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content)

    - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings)
    - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards)
- [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content)

    - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report)
- [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content)

    - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights)
- [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content)

    - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations)
- [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content)

    - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions)
    - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on)
- [AI](https://success.join.build/en/knowledge/ai?hsLang=en)

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