Workspace access is not dynamic. When you invite someone, they get access to the projects and tasks that exist at that moment. Any project or task created after the invitation is not automatically shared with them and requires a separate invitation at the project or task level.
Steps
Click Invite members
In the dropdown, click Invite members. You can also reach this screen via Settings → Members.
Enter email and choose a role
Type one or more email addresses and choose a role for the invitee: Editor or Viewer. See Roles and permissions for details.
Choose project access scope
Before sending, decide how much of the workspace to share:
- Checkbox ticked: the invitee gets access to all projects and tasks that currently exist in the workspace. Projects or tasks created after the invitation are not included and must be shared separately.
- Checkbox unticked: the invitee joins the workspace with an empty view. They can create new projects and tasks but cannot see any existing ones. Existing and future projects must be shared with them at the project or task level.
Set a credit limit
After sending the invitation, the invitee appears in the members list with a Pending badge. Use the Credit limit dropdown on their row to cap how many credits they can consume per month.
Credit limits apply at all collaboration levels: workspace, project, and task. You can set or update the limit at any time from Settings → Members.
Select a credit limit value
Choose the monthly credit cap for this member. Available options range from 0 to 700 or more.
Invitation sent
The member appears in the list as Pending until they accept. Once accepted, their status updates and they can access the workspace according to the role and scope you configured.
Roles and permissions
Rocket uses two roles across all levels. The table below shows what each role can do at the workspace level.| Permission | Editor | Viewer |
|---|---|---|
| View tasks and outputs | Yes | Yes |
| Create new tasks | Yes | No |
| Edit tasks (chat, iterate) | Yes | No |
| Upload and manage files | Yes | No |
| Connect and disconnect services | Yes | No |
| Invite members | Yes | No |
| Change member roles | Yes | No |
| Archive or delete projects | Yes | No |
| Manage billing | Yes (workspace only) | No |
Editor
Editor
Day-to-day collaborator. Editors can create tasks, iterate on existing work, upload files, connect services, invite new members, and manage roles.
Viewer
Viewer
Read-only access. Viewers can see all tasks and outputs but cannot create or edit anything. Ideal for stakeholders who need visibility without editing access.
Roles apply at each level independently. A workspace Editor can be given Viewer-only access on a specific project.
Revoke a pending invitation
If you need to cancel an invitation before the recipient accepts it, go to Settings → Members and find the member with the Pending badge.Open the role dropdown on the pending row
Click the role dropdown (showing Editor or Viewer) on the pending member’s row. This reveals additional actions for that invitation.
Manage workspace members
To change a member’s role, update their credit limit, or remove them, go to Settings → Members. Click the role dropdown on the member’s row and select Remove to revoke their access entirely. The members panel also shows the credit usage for every member, so you can see at a glance how many credits each person has consumed against their limit.Best practices
Invite core team members to the workspace, add collaborators to specific projects, and share individual tasks with external reviewers. Avoid defaulting to workspace-level invitations for everyone, since this grants broad visibility across all existing projects.What’s next?
Project collaboration
Invite members to specific projects and collaborate on tasks.
Task collaboration
Share individual tasks and control visibility.
Workspace overview
Manage your workspace settings, billing, and connectors.
Connectors
Connect external services at the workspace level.