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Velaxe
ProjectBoard — Project Pages, Media, Brochures & Progress Updates with Event-Driven Notifications | Velaxe

ProjectBoard

Publish a public project portal and keep customer-only content gated

Enable public project pages, cache safely, and ensure gated brochures/updates remain protected.

22 min Intermediate Admin, Marketing Ops, Developer Updated Mar 3, 2026
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Public portal overview
Public pages + gated access

Overview

Enable public project pages, cache safely, and ensure gated brochures/updates remain protected.

Prerequisites

  • Projects created with public visibility
  • portal-cache-refresh cron enabled (recommended)

Permissions required

projectboard.projects.publish projectboard.visibility.manage

Steps (4)

Estimated: 22 min
  1. 1

    Enable public portal

    Admin/Marketing Ops 6 min Back to top

    ProjectBoard → Settings → Public Portal → Enable. Choose which projects are visible.

    Tips

    —

    Validation

    • Portal home loads and shows at least one project card.

    Success criteria

    —

  2. 2

    Confirm gating rules

    Admin/Developer 8 min Back to top

    Verify customers-only brochures and updates require authentication and assignment (via OccupancyCore where used).

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Enable caching and refresh

    Developer/Ops 5 min Back to top

    Turn on portal caching and ensure portal-cache-refresh cron runs to keep listings fresh.

    Tips

    —

    Validation

    —

    Success criteria

    —

  4. 4

    Publish and share

    Marketing Ops/CS 3 min Back to top

    Copy the portal URL and share it publicly. For customers-only projects, share via authenticated links.

    Tips

    —

    Validation

    —

    Success criteria

    • Public projects are visible; gated content stays protected behind authentication.

About this guide

ProjectBoard turns every project into a shareable, structured page with a clear timeline. Add descriptions, locations, amenities, cover media, image galleries, and brochures stored securely in file-vault.

Post progress updates on a schedule or publish instantly. Updates support categories (configurable per workspace), attachments, and visibility rules (public, customers-only, internal). When an update is published, ProjectBoard emits events so other apps can resolve audience and deliver notifications—without ProjectBoard needing to know who the customers are.

Use it for construction projects, property developments, events, product launches, internal initiatives, and any workflow that needs a “project home” plus an update stream.