Project Level Permissions

Created by Niharika Pandey, Modified on Tue, 21 Feb, 2023 at 3:09 PM by Niharika Pandey

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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


 

 



Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.


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