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Board ClerkBC
RB
Riverbend Board Portal
Web part: Board Dashboard (SPFx), the client’s own HTML, CSS and JavaScriptSame files as step 1
STEP A
Invitation
The clerk adds the member to the Board group. They get an email invitation to the private site.
You’ve been invited to Riverbend Board Portal
Open the portal with your own email address.
Open the portal with your own email address.
STEP B
Microsoft sign-in
They sign in with their own Microsoft account or a one-time code sent to their email, then confirm with MFA.
Signing in as board member, personal email
Verification: code sent to phone ✓
Verification: code sent to phone ✓
STEP C
Read-only access
They land on the portal with view rights only. Staff editors sit in a separate group.
Permission: Board Members (Read)
Can view pages and documents
Can view pages and documents
You need permission to access this site
Signed in as someone outside the Board group. The page and every file on it stay hidden.
Site not found
The old public test link is taken down after go-live, so no copy of the board material is left on the open internet.
What changes behind the scenes (option A: SharePoint web part)
Board member or staffOpens the portal link
Microsoft sign-inEntra ID, MFA, guests included
Private SharePoint siteBoard group: read · Staff group: edit
SPFx web partThe existing dashboard code, packaged
Tenant settings we confirm with Nucentric
- ✓Guest sharing allowed for this site only, no “anyone” links
- ✓MFA and conditional access apply to guests
- ✓App catalog available for the web part package
- ✓Or, for option B: the host domain added to HTML field security
- ✓Which cloud: commercial, GCC or GCC High
Code review before it holds board material
- ✓Read every file; remove test data and dead code
- ✓No keys, passwords or private links in the page
- ✓Outside libraries bundled and checked
- ✓Keyboard, contrast and screen reader pass (WCAG 2.1 AA)
- ✓Code kept in a repository the client owns
1DiscoveryCode, tenant settings, data sources, board list
2Build in a test sitePackage the dashboard and place it in SharePoint
3Leadership reviewSide-by-side check that the look matches
4Board go-liveGuest invites, permissions, public host retired
5HandoffRunbook for Nucentric, support if needed
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