Skip to main content
Help Center

Configure Member-Safe Project Sharing

Create an approved project-sharing policy with explicit recipient, audience, redaction, visible sections, and member portal verification.

4 min readVerified Jul 24, 2026Batoi Platform
Guide navigation 11 of 42
Browse all 42 articles
Business view

What this page helps you accomplish

Create an approved project-sharing policy with explicit recipient, audience, redaction, visible sections, and member portal verification.

Batoi Platform · Build, Govern
Accountable roleWorkspace Owner, Workspace Admin, Operator
Business taskSharing
Completion signalThe authorized recipient can see the approved project status without gaining access to private workspace records or implementation details.
1 Confirm

Scope and authority

An active Core Project with an approved member-sharing purpose An authorized Workspace Member, external auditor, or member-role recipient

2 Act

Sharing

Create an approved project-sharing policy with explicit recipient, audience, redaction, visible sections, and member portal verification.

3 Verify

Observable business result

The authorized recipient can see the approved project status without gaining access to private workspace records or implementation details.

Potential issue and recovery

The expected record or action is missing.

Recommended recovery: Return to the intended context and ask an Owner or Admin to confirm access. Do not use another person’s account.

Who should use this article

This article is for Workspace Owners, Workspace Admins, and Operators who are authorized to complete or review this task. A consequential decision remains with the accountable person.

Before you begin

  • An active Core Project with an approved member-sharing purpose
  • An authorized Workspace Member, external auditor, or member-role recipient
  • Authority to define redaction, visible sections, and approval state
  • Use approved sample or operational information only. Never enter a password, token, private key, or unnecessary personal information.
Sharing is a publication action. Do not treat an available sharing screen or a lifecycle Ready badge as proof that the intended project has a safe, approved policy.

Understand the controlled sharing flow

Member-safe project sharing workflow A project status snapshot passes through recipient selection, redaction and section controls, human approval, and a final member portal verification. Publish the minimum approved member view 1. Project Choose the exact project and intended recipient 2. Minimize Set audience, redaction, and visible sections 3. Approve Authorized reviewer moves Draft to Ready or Approved 4. Verify Test the permitted member portal view
A policy is complete only after the intended recipient view has been verified.

Create the policy

  1. Open Batoi Workspace, expand Collaboration, and choose Project Sharing.
  2. Select New Policy.
  3. Choose the exact Project and approved Workspace Member.
  4. Select the narrowest suitable Audience: Workspace Member, External Auditor, Member Role, or Mixed.
  5. Start with Summary redaction. Use a more detailed setting only when the recipient and purpose require it.
  6. Select only the approved visible sections, such as Overview, Delivery, Governance, Security, Files, Forms, or Messages.
  7. Save as Draft, review the proposed view, then move the policy to Ready or Approved through the authorized workflow.
Batoi Project Share Policy controls
Reference screen: every share target, redaction choice, approval state, and visible section must be explicit.

Verify the member-safe result

  • The publication policy register contains the intended project and recipient.
  • The policy state is Ready or Approved; Draft policies do not appear in the role-11 member portal.
  • The member view contains only the approved sections and sanitized status information.
  • Private files, credentials, internal identifiers, implementation paths, and unapproved evidence are absent.
  • Acknowledgement, comment, or access telemetry is available where the policy requires it.

When to stop

Do not publish when the recipient is ambiguous, the project is wrong, redaction is too broad, the approval owner is unavailable, or the member portal cannot be tested. Keep the policy in Draft and use My Batoi for authenticated support.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
The expected record or action is missing.Workspace, project/app context, role, status filters, and prerequisites.Return to the intended context and ask an Owner or Admin to confirm access. Do not use another person’s account.
The status remains incomplete or needs review.Required fields, evidence, approvals, source connections, checks, and owners.Record the missing item and owner. Do not mark the task complete until it can be independently verified.
The result conflicts with policy or evidence.Scope, source recency, exception authority, decision conditions, and reviewer independence.Do not bypass the control. Return the item for correction or escalate it through the authorized route.

Safety and governance

Protect sensitive information. Do not place credentials, secrets, private keys, raw tokens, unnecessary personal information, private repository content, customer identifiers, or restricted documents in a public note, screenshot, prompt, export, or evidence caption. Use approved secret references and permission-controlled workspace records.

Final verification

Expected result: The authorized recipient can see the approved project status without gaining access to private workspace records or implementation details.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Platform Product Guide.