Add the Sheets widget to the Customer Portal

To allow customers to view and access sheets that are part of their projects:

1. Open your Customer Portal Template.
2. Next to the section bucket, click the + icon to add a section.
3. Select Sheets.
4. The Sheets widget is added to the portal and displays sheets that are relevant to the customer's project.

What customers can do in the Sheets widget

Customers can work with sheets directly from the Customer Portal based on the access available to them.

• Communicate through chat and comments.
• Manage data by updating values, creating tabs, and modifying fields.
• Use Spotlight to highlight specific sheet capabilities.

Notifications for customers

Customers can receive notifications when a sheet or tab they can access is updated. This helps them stay informed about assignments, due dates, status changes, and other activity without repeatedly checking the portal.

What customers are notified about

Customers can receive notifications when:

• A sheet is deleted.
• A tab is created, renamed, or deleted.
• A tab's status, due date, or assignee changes.
• A tab is assigned to them.
• A row is assigned to them.

Assignment notifications are sent only to the customer being assigned. Other notifications are sent to project members who can view the sheet, except the person who made the change.

For the complete list of notification events, channels, and default settings, see Managing Notification Settings.

Opening a Sheets notification

When a customer selects a Sheets notification, Rocketlane opens the sheet in the Customer Portal with the relevant tab selected.

Notifications about comments or mentions inside a sheet cell open the corresponding tab, scroll to the row, and open the comment on that cell.

If the relevant tab has been deleted, the sheet opens on its first available tab. If the entire sheet has been deleted, the customer sees a Not found page.

Set default notification preferences for customers

Admins can choose which Sheets notifications are enabled for customers by default.

1. Go to Settings.
2. Open the customer portal notification settings.
3. Find the Sheets section.
4. Turn the available notification events on or off for each channel.

On this page, the assignment events appear as:

• Sheet tab is assigned to them
• Sheet row is assigned to them

These labels indicate that the admin is configuring notification defaults on behalf of customers.

Changing these defaults requires permission to edit Customer Portal settings. Once configured, the selected preferences replace Rocketlane's built-in defaults for customers.

Customers can also update their own notification preferences from the notification settings in their portal.