Creating Private and Shared Spaces

Created by Kirthika S, Modified on Mon, 26 Apr 2021 at 09:07 AM by Kirthika S

With Rocketlane, you have complete control over what information is visible to your customer and what isn’t. You have the option to create private and shares spaces within a project, and make data available to your customers on the shared spaces while you keep the private spaces for your internal team.

Creating Private spaces

To create a private space, go to the project.

  1. On the left panel, you’ll find the Private spaces section

  2. Click the ‘+’ icon to start creating a private space. Provide a name for the space

  3. You’ll find three options to add files to your space

  1. Add documents, URLs you want to share with your internal team only. This can be project scope, checklists, requirements, design mockups, etc. You can also choose one of the templates readily available and edit it to suit your needs

  1. Add team members who will need access to this space

Creating shared spaces

Creating shared spaces is the same procedure as creating private spaces, except here, whatever information you add will be visible to every member of the project, both from your and your customer’s teams.

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