In Rocketlane, each team member is assigned specific responsibilities, such as viewing projects, creating templates, reporting time, and managing project elements like tasks, chats, and documents. They are given specific permissions to carry out these responsibilities while maintaining security and preventing unauthorized changes.

You can also customize permissions for specific projects. For instance, a user with Collaborator permissions can be granted elevated access to become a project consultant within a particular implementation project. This allows them to perform tasks like updating project status and fields exclusively within that specific project.

Rocketlane's detailed permission controls extend to managing how customers interact with projects, ensuring a secure and collaborative environment.

Now, let's explore how to configure these permissions within Rocketlane.

Define Access Levels in Rocketlane

Rocketlane employs a nuanced permission structure, categorizing access levels into three key domains: Account, Project, and Customers.

Global and Group Access Levels

Certain sections within your Rocketlane account contain sensitive and business-specific information. To maintain confidentiality, it is essential to limit access to this information within your company. To strike a balance between safeguarding sensitive information and providing transparency at executive levels, Rocketlane uses a tiered access approach.

For instance, when managing projects globally, you may need to restrict access to details from projects in different regions, like the US and EU. To achieve this, Rocketlane adds a new permission layer that lets you carefully control what your team members can access, especially within specific groups. This ensures that individuals have access only to the information relevant to their responsibilities and groups they belong to. However, for executives like CXOs or board members, a broader perspective is crucial. Hence, Rocketlane provides global access to such high-level roles, offering a comprehensive overview of the entire business.

Learn more about setting up and managing groups here.

Create and assign a custom permission set for a team member

To create a custom permission set for users joining your company:

• Navigate to your avatar and select Settings.
• Under the Account section, select Permissions.
• Determine if the permission set you wish to create for your team member is on an account level or project level.
• If it is account level permissions, select the Accounts tab.
• Click the New permission button.
• Give the permission set a name. For example, if you are creating this for a Delivery Manager, add that name and add a clear description.
• Determine the access that a team member with this permission should have by selecting the appropriate checkboxes under each module, like projects, tasks, etc.
• Savethe permission set.

To assign account level permissions to team members when they are invited:

• Go to the Team members page under Accounts.
• Click the three dots near a team member, click View details, and then click Edit profile.
• Under Permissions, associate the user to the custom permissions you created.
• Associate them to a group if they should be part of one, for example, “US project delivery team.”
• Click Save.

Create and assign custom permissions for team members in projects

Repeat the same steps as the above section to navigate to the Permissions page and choose the Projects tab to create a permission set that allows team members to have custom access to the projects they are part of.

To give team members special permissions within projects they are part of:

• Navigate to Projects and select the project the team member belongs to.
• Click the Settings icon and go to Team members.
• Click the three dots near the team member you wish to assign permissions to.
• Select Set project permissions.
• Select the relevant permission from the drop-down and click Set permissions.

Create and assign permissions for customers in projects

Repeat the same steps as the above section to navigate to the Permissions page and choose the Customers tab to create a permission set that allows customers to have custom access to the projects they are part of.

To associate permissions to customers:

• Navigate to Projects and select the project the team member belongs to.
• Click the Settings icon and go to the customer team members section.
• Click the three dots near the customer you wish to assign permissions to.
• Select Set project permissions.
• Select the relevant permission from the drop-down and click Set permissions.