Default Permissions for all Roles

On the Roles tab of the Team page, you can review and modify project team roles and permissions. Below is a grid showing the default roles and permission for all roles in Join.

Limit Access by Category

This setting allows you to limit some users' item permissions to a specific category, like Sitework, or a set of categories, like Electrical and Plumbing. You can set this setting to Yes or No for each role.

  • Yes: Users' Items/Options permissions will be based on an Item's assigned categories, such as “Sitework,” “Electrical,” or “Plumbing”.
  • No: Users' Items/Options permissions will be the same for all Items/Options regardless of their assigned categories.
Role Default Permissions
Admin No
 Design Team No
General Contractor No
Owner No
Subcontractor Yes

Cost Permissions

The Cost Display Settings article provides all the details of the Cost Display Options and Markup Display Options view settings.

Cost Display Options

Role
Default Permissions
Admin
View Only - (Hide all costs disabled)
Design Team
View Only - (Hide all costs disabled)
General Contractor
View Only - (Hide all costs disabled)
Owner
View Only - (Hide all costs disabled)
Subcontractor
View Only - (Hide all costs disabled)

Markup Display Options

Role
Default Permissions
Admin
Markups allocated
Markups separated
Direct costs only
Design Team
Markups allocated
Direct costs only
General Contractor
Markups allocated
Markups separated
Direct costs only
Owner
Markups allocated
Subcontractor
Direct costs only

Estimate Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Milestone estimate direct costs details Admin View Only Admin None View Only
Milestone target budget details Admin View Only Admin None View Only
Item/option direct cost details Admin View Only Admin None View Only
Estimate markups details Admin None Admin None View Only
Item estimate template Admin View Only View Only None None
Estimate cost subtotals View Only View Only View Only None None

Project Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Project details Admin View Only Admin View Only View Only
Team Admin View Only Admin View Only View Only
Permission templates Admin None View Only None None
Categories Admin View Only Admin View Only View Only
Project terminology Admin View Only View Only View Only View Only
Project units of measure Admin Standard Standard View Only View Only
Project currency / Rounding display Admin View Only Admin View Only View Only
Timeline Admin View Only Admin View Only View Only
Report distribution Admin None None None None
Report notes Admin Standard Standard Standard Standard
Shared reports Admin View Only View Only View Only View Only

Milestone Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Milestones Admin View Only Admin View Only View Only
Milestone attachments Admin Standard Admin Standard Standard
Draft milestones (other users) Admin None None None None
Draft estimates (other users) Admin None None None None
Metrics Admin View Only Admin None View Only

Item and Option Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Items, item import, and options Admin Standard Admin Standard Standard
Schedule impact Admin View Only Standard View Only View Only
Milestones and events Admin View Only Admin View Only Admin
Categories Admin

Admin

Admin View Only Admin
Assignees Admin Admin Admin Admin Admin
Status Standard View Only Standard View Only Standard
Attachments Admin Standard Admin Standard Admin
Comments Standard Standard Standard Standard None
Draw activity View Only None View Only None None
Item integration activity Standard View Only View Only View Only None
Share draft items/scenarios Admin Standard Admin Standard Standard
Publish draft items/scenarios Admin Standard Admin Standard Standard