Publish a public project portfolio while keeping customer-only updates gated — Use case

Overview

Showcase projects publicly with media and brochures, while delivering private progress updates to assigned customers.

Problem

Teams need public project pages for credibility, but private updates and documents must remain restricted to customers.

Solution

ProjectBoard supports per-project and per-update visibility (public/customers-only/internal) with FileVault-backed permissions and signed links.

How it works

Create projects with cover media, galleries, and brochures. Publish public overview content for marketing, then post customers-only updates and gated brochure downloads. Audience and delivery can be event-driven via OccupancyCore + NotifyCenter/EmailHub.

Who is this for

Marketing Project Manager Customer Success

Expected outcomes

Better credibility with a clean public project portfolio
Private updates stay protected behind customer access rules
Reduced manual “send me an update” back-and-forth

Key metrics

Public project page views

Baseline

0 views/month

Target

5000 views/month

Customer update delivery rate

Baseline

0 %

Target

98 %

Manual update requests

Baseline

120 count/month

Target

30 count/month

Gallery

Public portal showing project cards — Public portfolio view

Customer-only updates view — Gated customer content

Downloads & templates

Visibility rules reference

Spec

Security impact

Project pages, brochures, and update attachments (via FileVault) · PII: business account data only

Compliance

Access control via RBAC and signed links
Audit trails (publish actions and visibility changes)

Availability & next steps

Free Pro Business Enterprise

Enable the public portal and publish your first public project.