Mimecast Customer Care - Rocketlane Customer Portal - FAQ

This article covers frequently asked questions relating to the Rocketlane Customer Portal. 

Q:	How do I log into the customer portal?
A:	Once a Mimecast Consultant has added you to the project, you will receive an email asking you to confirm that you are a customer of Mimecast. Click the Join the team button to access the Rocketlane login portal. On the login portal page, click Are you a customer of Mimecast? This link will take you to the sign in page. Finally, you will be prompted to update your information in Rocketlane.
Q:	How can I make sure I receive all notifications and invitations from Rocketlane?
A:	Please ensure you permit [e-mail] and [e-mail] to receive updates from Rocketlane.
Q:	Who has access to the customer portal?
A:	Only those that are invited to the project have access to the customer portal.
Q:	What key information can I see through the customer portal?
A:	Through our customer portal, customers can access several key information sections: Project Management: Project Plan: A roadmap showing phases, tasks, deadlines, and assignees with filtering options for spotlight tasks, overdue items, and upcoming work. Documentation & Files: All Files: Project-related documents like contracts and agreements in one location. Spaces: A centralized hub for creating and accessing project documents such as scope and SOW. Collaboration: Forms: Access to fill, submit, and edit project forms. Team Members: View all project team members. Project Updates: Progress updates accessible via the portal and email.
Q:	What is the Spaces Tab?
A:	Spaces provide a centralized hub for sharing and collaborating on project-related content with your Mimecast Consultant. Shared Spaces: Access and organize project content into dedicated Spaces. How to Use Spaces: Navigate to your customer portal and click the Spaces tab. Add content by: Creating a blank document to draft content directly in Rocketlane. Using Embed URL to link files from external apps.
Q:	Where can I find the files attached to this project?
A:	Files attached to your project can be found under the All Files tab on the top bar of your customer portal.
Q:	How do I communicate with my consultant through the customer portal?
A:	Navigate to the chats icon on the top bar of your customer portal.
Q:	How do I know if there are new notifications waiting for me?
A:	Navigate to the bell icon at the top right of your customer portal home page.