With Rocketlane, you have complete control over what information is visible to your customer and what isn’t. You have the option to create private and shares spaces within a project, and make data available to your customers on the shared spaces while you keep the private spaces for your internal team.
Creating Private spaces
To create a private space, go to the project.
On the left panel, you’ll find the Private spaces section
Click the ‘+’ icon to start creating a private space. Provide a name for the space
You’ll find three options to add files to your space
Add documents, URLs you want to share with your internal team only. This can be project scope, checklists, requirements, design mockups, etc. You can also choose one of the templates readily available and edit it to suit your needs
Add team members who will need access to this space
Creating shared spaces
Creating shared spaces is the same procedure as creating private spaces, except here, whatever information you add will be visible to every member of the project, both from your and your customer’s teams.
Questions? Write to email@example.com