Customer User Permissions in Rocketlane

Created by Advaith R, Modified on Fri, 24 Jul at 5:18 PM by Advaith R

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The following table lists the project level features and the default permissions for the Customer User role in Rocketlane. Customer level permissions control what customer contacts can do within projects in the Customer Portal.

To configure customer level permissions, navigate to Settings > Permissions > Customer level.

FeatureCustomer User
Projects
  • Can invite their team members from their company.
Phase
  • No permissions enabled by default.
Tasks
  • Can view task.
  • Can create task.
  • Can edit tasks.
  • Can edit assignee.
  • Can change status of the task.
  • Can change start and due date.
  • Can edit task name.
  • Can edit task description.
  • Can edit effort.
  • Can edit progress.
  • Can edit priority.
  • Can send messages.
  • Can mark task as at risk.
  • Can request approval.
  • Can add and edit attachments.
  • Can delete attachments.
  • Can create subtasks.
  • Can create dependencies.
  • Can delete tasks.
  • Can view task field values.
  • Can edit task field values.
Spaces
  • Can view documents.
  • Can edit a document.
  • Can edit the URL of an embedded document.
  • Can rearrange documents.
  • Can create a document.
  • Can embed a URL.
  • Can delete a document.
Chat
  • Can view project conversations.
  • Can send messages.
  • Can invite team members to a project conversation.
  • Can edit name and description of a project conversation.
  • Can create a project conversation.
  • Can delete a conversation.
Files and Folders
  • Can view files and folders.
  • Can create folders and upload files.
Form responses
  • Can edit form responses.
Sheet

Sheets

  • Can view sheet tab.
  • Can create sheet tab.
  • Can edit sheet tab properties: assignee, status, due date, conditional highlights.
  • Can manage sheet and sheet tab freeze.

Sheet tab

  • Can view sheet columns.
  • Can edit sheet cell values.
  • Can manage comments in sheet.
  • Can view sheet field values.
  • Can edit sheet field values.

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