Project Level Permissions

Created by Niharika Pandey, Modified on Wed, 4 Dec, 2024 at 7:55 PM by Karthik Murali

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The following table mentions the project level actions and the permissions for Admins, Super Users, Collaborators and Customers added to your Rocketlane account.

Actions	Admin/ Super User/ Project Owner	Collaborator	Customer
Project
Update Custom Fields	✅	❌	❌
Change the Project Name	✅	❌	❌
Change the start and end dates	✅	❌	❌
Change the project Owner	✅	❌	❌
Change the customer champion	✅	❌	❌
Add project members vendor side	✅	✅	❌
Add project members Customer side	✅	✅	✅
Remove your user account from project	✅	✅	✅
Remove a vendor account from the project	✅	❌	❌
Remove a customer from a project	✅	❌	✅
Update the project status	✅	❌	❌
Update Customer Company details	✅	❌	❌
Delete a Project	✅	❌	❌

Phase
Create a Phase	✅	❌	❌
Update Phase status	✅	❌	❌
Update start date and due date	✅	❌	❌
Delete a phase	✅	❌	❌
Create a private Phase	✅	❌	❌
View a Private Phase	✅	✅	❌
Add a task in a phase	✅	✅	❌

Task
Create a task	✅	✅	✅
Update task related fields	✅	✅	✅
Convert a task to milestone	✅	❌	❌
Delete a task	✅	✅	✅
Update custom fields	✅	✅	✅
Create a private task	✅	✅	❌

Milestone
Convert a milestone back to task	✅	❌	❌
Update the Milestone related fields Description,Attachments,TaskName	✅	✅	❌
Delete a Milestone	✅	❌	❌
Enable CSAT rating	✅	❌	❌
Disable CSAT rating	✅	❌	❌
Rate the Milestone	❌	❌	✅
View the Customer rating	✅	✅	❌

Space
Create a space	✅	✅	✅
Create a private space	✅	✅	❌
Delete a space	✅	✅	✅

Status Updates
Create shared Status updates	✅	✅	✅
Create private Status updates	✅	✅	❌
Publish Status updates	✅	✅	✅

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Project Level Permissions

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