Overview
Verify a compatible installed app, select ProjectBoard operations and authorize RCP or Handler transport.
Prerequisites
- integrations.execute permission
- The target app is installed in the same workspace
Permissions required
Steps (4)
-
1
Open Integrations
Go to ProjectBoard → Integrations and choose an installed workspace app.
Tips
Validation
Success criteria
-
2
Verify capabilities
Run the built-in system.capabilities probe. ProjectBoard verifies the returned app identity and capability contract.
Tips
Validation
- The integration detail shows the verified provider and capability result.
Success criteria
-
3
Select ProjectBoard operations
Choose the exact project, update, taxonomy, media, analytics or context operations the app should be allowed to call.
Tips
- Grant only the operations needed by the calling workflow.
Validation
Success criteria
-
4
Choose transport and save
Select RCP or Handler and save the integration authorization.
Tips
Validation
Success criteria
- The connected app can call the granted ProjectBoard operations through trusted same-workspace provenance.
About this guide
ProjectBoard gives each workspace a structured source of truth for project content. Create project records with categories, locations, dates, visibility, type-specific attributes, cover media, galleries and supporting files.
Create rich project updates with summaries, categories, period tags, attachments and visibility controls. Publish immediately or schedule updates through the built-in publishing queue, then present published content through configurable public update pages with versioned templates.
ProjectBoard includes project and update analytics, activity history, media management, integration administration, Bridge credentials, ContextResolver capabilities and event publication. Authorized workspace apps can consume canonical project and update operations through Handler or RCP, while external systems can use Velaxe HMAC Bridge v2 with operation, IP, replay, timestamp and rate controls.