Use the profile for orientation

Share the professional identity, relevant public work and the purpose of the meeting. Keep sensitive case details in the agreed process for participants. A connected profile can establish who is involved and why the discussion is relevant without acting as the storage place for every document.

Make the boundary easy to follow

Explain where approved participants will receive detailed material and who coordinates questions. Avoid placing restricted links in a public collection merely because access is technically controlled elsewhere. The preparation should feel organised and clear, with each resource distributed according to its purpose.

Imagine this

Hypothetical scenario

A hypothetical project review uses public profiles to introduce the participants, while detailed internal material is shared separately through the organisation’s approved process. Attendees understand both routes before the meeting.

Make it practical.

Use this checklist as you read. Checks are not stored.

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