As an admin or a super user, the first step in setting up your Rocketlane account is to invite your team to use the platform. Team members here are the participants from your company who will work on your projects and deliverables. Adding your team members to Rocketlane enables them to collaborate with customers on everyday tasks and seamlessly communicate your project's progress.

Short of time to read the article? Watch video here

To invite your team members,

• Log in as an admin or super user and navigate to your avatar

• Click on Settings and select Team members under the Accounts section

• Click on Invite team members and start adding the necessary details:

  • Email address is your team member's official email that they use to collaborate with customers on projects

  • Role is your team member's designation in your company; if the role does not exist in the system, you can type the role and create it from here. A good example here is "Creative Designer."

  • Under Permissions, you can grant the level of access the user needs to use Rocketlane and perform his everyday responsibilities

  • Select the timesheet approver for this team member from the drop-down. It can be anyone from their immediate supervisor to the project administrator.

  • The weekly capacity is the number of hours a team member needs to work for the week. It is set to 40h by default. However, you have the option to set the hours manually as well.

• Click Invite to add the team member to Rocketlane

Note: You can setup team member fields like skills, employee ID and add the details while inviting team members.

Tip: You can add skills to your team member's profile by setting up a Skill Matrix. Click here to learn more.

An invitation link will be sent to the invited team member's registered email address. They can click the link to access their account and set up their profile. 

An example of the invitation email will look like this:

After inviting the team members, you can check their profile under the “Invited” tab in the team members section.

After the team member activates their account, their profile will show up in the “Active” tab.

To edit an existing team member’s profile,

• Click on the three dots near the member’s name

• Select View details

• Click Edit profile and edit the relevant details like role, weekly capacity and timesheet approver.

Note: You will not be able to edit the permissions and email addresses of other Admins.

 If you have any further questions, please reach out to us at care@rocektlane.com