Rocketlane Product Training

1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane

2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide

31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane

16. General - Admin Settings User Guide

On this page

Rocketlane Admin Settings Overview Step 1: Navigate to the Admin Settings Page Step 2: Configure Your Personal Profile Step 3: Apply Time Off and View Holidays in Your Profile Step 4: Set Up Your Notification Profile Step 5: Configure Customer Portal Notifications (Admin)Step 6: Set Customer Portal Invite Rules and Permissions Step 7: Set Customer Portal Embedding and Theme Step 8: Embed the Customer Portal Using Script and JWT Step 9: Configure Account-Level Preferences Step 10: Set Account Addresses for Invoicing Step 11: Create and Assign Holiday Calendars Step 12: Associate Holiday Calendars with Team Members Step 13: Configure the Out of Office Feature Step 14: Review Plans & Billing Step 15: Manage Team Members and Licenses Step 16: Deactivate, Reactivate, and Reinvite Users