Inviting customers to a project is an important step in moving from internal planning to active collaboration. It gives customers visibility into the project, helps them understand their role, and keeps both teams aligned on goals, expectations, and next steps.

You can invite customers using a shared link, from inside a project, or through an embedded Customer Portal.

Who can invite customers to projects?

You can control which customer companies and users can access your projects. This helps ensure that only the right customers are invited to the Customer Portal.

Allowed customer domains

You can restrict access to users with email IDs from the customer’s domain or additional domains. For example, if users from vance.com should access the Customer Portal, add vance.com to the allowed domains.

To add allowed domains:

1. Open the project settings inside a project.
2. Add the company domains of customers who can be invited to the project.

You can also add additional domains while creating a project.

Users with permission can invite customers

You can define which users from your team have permission to invite customers to a project.

Customers can be added through JWT

You can choose whether customers can join using the JWT token generated when they click Join from the embedded Customer Portal.

Anyone with the link can join

If you want anyone with the Customer Portal link to join, you can define the domains that can access the portal under allowed domains.

To configure this:

1. Click your avatar and go to Settings.
2. In the Account settings section, select Customer Portal Invite Configurations.

Invite using shared link

You can share a Customer Portal invite link directly with customers.

1. Open the Customer Portal in Rocketlane.
2. From the top navigation bar, click Share and copy the invite link.
3. Share the link with your customers.
4. When customers open the link, they will be prompted to enter their email address. They will then receive an email to verify their email and log in using the magic link.

Invite users from inside the project

You can invite customers directly from a project using the Invite button. Add the customer’s email address, and they will receive a magic link to join the project and access their portal.

Invite users from embedded portal

You can embed the Customer Portal inside your product so customers can view project progress, receive notifications, and collaborate without leaving your application.

Embedded portals use JWT-based access so customers can securely open the portal from your product.

Embed your Customer Portal

Rocketlane’s Customer Portal can be embedded directly into your product using an iframe and secured with JWT authentication.

Step 1: Navigate to embed instructions

1. Log in to your Rocketlane workspace.
2. Go to Settings > Customer Portal > Embed Customer Portal.
3. Follow the on-screen instructions to get started.

Step 2: Embed the portal in your product

To embed the Customer Portal in your UI, insert the following HTML snippet where you want the portal to appear:

<iframe src="https://xy.rocketlane.com/cp/embed?token=<jwt_token>"> <a href="https://xy.rocketlane.com/cp/embed?token=<jwt_token>">Go to Portal</a> </iframe>

• The iframe embeds the portal into your UI.
• The <a> link provides a fallback option so users can open the portal in a new tab if iframe rendering fails.
• Replace xy with your workspace subdomain and insert a valid JWT token for authentication.

Step 3: Secure the portal with JWT authentication

Rocketlane uses JWTs to authenticate users accessing the embedded portal. This gives customers a smooth login experience without requiring separate passwords.

JWT-based login helps you provide:

• One-click login from your product
• Access without a separate email invite or manual login
• Secure, time-limited access

Authentication options

Rocketlane supports two methods for JWT authentication:

• Shared Secret Key: Rocketlane provides a shared secret. You use this key on your backend to sign tokens and authenticate users.
• Public/Private Key Pair: Generate a private/public key pair, add your public key to Rocketlane from Settings, and sign JWTs on your server using your private key.

Step 4: Generate a JWT token

Here is a sample Python function to generate a JWT token using your private key:

import jwt def generate_jwt_token(your_private_key, email_id, project_id, hash_param, expires_at): payload = { "user": { "emailId": email_id, "emailLanguagePreference": "EN" }, "config": { "projectId": project_id, "inviteIfAbsent": True, "hashParam": hash_param }, "exp": expires_at } jwt_token = jwt.encode(payload, your_private_key, algorithm="HS256") return jwt_token

Key payload fields:

• emailId: Customer’s email ID.
• emailLanguagePreference: Language used in system-generated emails. Supported values include English, German, French, Italian, Spanish, and Dutch.
• projectId: Optional ID of the project the customer is accessing.
• inviteIfAbsent: Automatically invites the customer if they are not already part of the project.
• hashParam: Hash used to validate redirection, fetched from the email invite URL.

Step 5: Fetch project ID, if needed

If you need to dynamically fetch the projectId, use the Rocketlane API:

GET https://api.rocketlane.com/api/1.0/projects?externalRefKey=<external_reference_key> Headers: Accept: application/json api-key: <your_api_key>

Replace <external_reference_key> with your external reference key and <your_api_key> with your Rocketlane API key.

To learn more, read the Rocketlane Projects API documentation.

Step 6: Set the Email Redirection URL

To ensure email links take customers to your embedded portal, configure the Email Redirection URL.

1. Go to Settings > Customer Portal > Customer Portal Invite Configuration.
2. Scroll down to Email Redirection URL.
3. Enter the URL where your Customer Portal iframe is embedded, such as https://yourapp.com/projects/portal.

This ensures that when customers open invite links from emails, they are redirected to your product instead of Rocketlane’s default portal page.