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 Display Permissions

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

Hide All Costs

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)

Markups 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

Cost Detail Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Milestone cost details Admin View Only Admin None View Only
Milestone Budget cost details Admin View Only Admin None View Only
Item/option cost details Admin View Only Admin None Admin/View Only
Markups subtotals View Only View Only View Only None None
Markups details Admin None Admin None None
Default Item Template (Settings) Admin View Only View Only None View Only
Owner costs Admin None None Admin None

Project Permissions

Project Settings

Feature Admin Design Team General Contractor Owner Subcontractor
Project details Admin View Only Admin View Only View Only
Categorizations Admin View Only Admin View Only View Only
Project units of measure Admin View Only Admin View Only View Only
Project currency / Rounding display Admin View Only Admin View Only View Only
Project terminology Admin View Only View Only View Only View Only

Project Administration

Feature Admin Design Team General Contractor Owner Subcontractor
Team / Teammates Admin View Only Admin View Only View Only
Project Roles, Permissions & Previews Admin None View Only None None
Timeline Admin View Only Admin View Only View Only

Report Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Shared reports Admin View Only View Only View Only View Only
Report distribution Admin None None None None
Report Notes Admin Standard Standard Standard Standard

Milestone Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Milestones Admin View Only Admin View Only View Only
Draft Milestones (created by others) Admin None View Only None Standard
Milestone Metrics Admin View Only Admin None None
Draft Estimates and Budgets (created by others) Admin None View Only None None
Milestone Attachments Admin Standard Admin Standard View Only

Items and Options Permissions

Feature Admin Design Team General Contractor Owner Subcontractor
Items, Item import, and Options Admin Standard Admin Standard Standard
Share draft items / scenarios Admin Standard Admin Standard Standard
Publish draft items/scenarios Admin Standard Admin Standard Standard
Item Number Standard Standard Standard Standard Standard
Item Status Standard

View Only

Standard View Only View Only
Assignees and Due Dates Admin Admin Admin Admin Admin
Draw activity (Contingencies & Allowances) View Only None View Only None None
Milestones and Events Admin View Only Admin View Only View Only
Categories Admin Admin Admin View Only Admin
Schedule impact Admin View Only Standard View Only View Only
Attachments Admin Standard Admin Standard Standard
Item Integrations Standard View Only View Only View Only None
Comments Standard Standard Standard Standard Standard