Understanding user roles and permissions in Rocketlane is essential for effectively managing team members and their associations with projects and accounts. This article provides an overview of how roles impact user actions and explains key scenarios related to team member management and project associations.

Note: Default Roles and Permissions can be altered only if you have access to the RBAC module.

Overview of User Roles and Permissions

In Rocketlane, user roles determine the actions a user can perform within the platform. While roles like "Super user" may have extensive permissions, certain actions—such as adding team members or modifying project-level domain settings—are typically restricted to account administrators or users with elevated administrative permissions. If you encounter limitations in performing these actions, you may need to:

1. Request an account administrator to adjust your role or permissions.
2. Ask an account administrator to perform the required actions on your behalf.

Managing Team Members

When managing team members in Rocketlane, it’s important to understand how their roles and associations are configured. If you add someone as a team member and subsequently assign them to a project, they will automatically be associated with the corresponding account. This ensures seamless integration and access management for team members across projects and accounts.

Project and Account Associations

Rocketlane simplifies the process of associating team members with accounts and projects. By adding a team member to a project, you ensure that they are linked to the account managing that project. This automatic association streamlines user management and reduces the need for manual configuration.

By understanding the role-based permissions and their implications, you can effectively manage team members and ensure proper associations within Rocketlane. If you encounter any issues, consult your account administrator for assistance.