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Joining and Leaving a Project

Join or leave projects on your own. Add yourself to projects easily with a couple of clicks.

To join a project accessible to everybody, select a project from the list (Project management > Projects) and click on the Join project button at the bottom.

Alternatively, you can always find the Join project option in the project sidebar in the More actions tab.

If you decide to leave a project, this is the same place you want to go to.

Note on Permissions

By default, Admins, Managers, Profitability Managers, and Coordinators can view and join all projects.

Users with Staff permission set can only see projects they've been explicitly added to.

📌 If you want to limit project visibility for Admins, Profitability Managers, Managers, and Coordinators, create a custom permission set.

In organizations created before mid-August 2026, Manager, Profitability Manager, and Coordinator each have a restricted variant that does not view and join all projects by default.

👉 See Why Your Permission Set List May Look Different for the full breakdown.

Custom Permission Sets

Create a new custom permission set without the "View all projects" permission, then assign it to the relevant users.

📌 Example: Suppose you want Managers to have limited project access. Start with the Manager permission set and remove the View all projects permission.

Now, users assigned this custom permission set won’t automatically see or join all projects — they’ll only access projects explicitly shared with them.
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📌 Tip: To simplify access management, tweak the users' permissions and group them into teams.

For example, instead of adding individual users to multiple projects, create a Managers or a Design team and add the team to every project they need access to. This ensures consistent access without manual adjustments for each user.

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