President Portal Onboarding

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President Information

Who is this portal for?

First Name *

Last Name *

Company / Organization *

Role / Title (optional)

Account Type *

Executive Portal

Blue account — Presidents, owners, executive leadership

Facility Portal

Green account — Building CEOs, facility operators

Misc Portal

Yellow account — Trial, vendor, partner access

Internal Account Number *

B-

Blue (B-) = Executive Portal. Full number will be e.g. B-1042.

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Portal Configuration

Agent name, URL, and branding

Agent Name * Short name for the AI agent. One word, no spaces.

Portal Subdomain *

.jockivalet.com

Will become the portal URL.

Portal URL Preview

Fill in subdomain above...

💻

Machine Details

Where is this portal running?

Machine IP Address *

SSH Username *

SSH Password *

Gateway Token (auto-generated if blank) Format: {agent}{YY}{code}{year}jockibox

Machine Setup *

Existing LAN Machine

Already on 192.168.1.x network

Remote / Tailscale

Off-site, needs Tailscale IP

New Mini — Being Shipped

Not yet set up, needs provisioning

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Portal Type

Is this an executive-level president or a building CEO?

Portal Type *

🔵 Executive Portal

President, owner, or C-suite. Gets Marty’s exec portal template (portal-v4.html, 3.0.0-session-upgrade relay). Full conversation memory, session tabs, Speed/Think toggle.

🟢 Facility Portal

Building CEO / facility operator. Gets Titan’s facility portal template via Wade’s provision-building.sh script. Financial data scoped to their building(s).

🏢 Facility Portal: This will be provisioned using Wade’s provision-building.sh script. Marty will coordinate with Wade to run the provisioning. Titan owns the facility portal SOT.

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Data Access

What financial data does this president need?

Data Scope *

Full Cascadia

All buildings, all financials

Company Only

Their buildings only

Public DBs Only

No Cascadia data (trial)

Telegram Bot Token (optional — for mobile access) Get from @BotFather. Leave blank for portal-only access.

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API Keys & Token Overrides

Leave blank to use fleet defaults. Set per-portal keys for billing or rotation.

ℹ️ Per-portal keys enable individual billing tracking and independent key rotation. Each key stored in that portal’s relay — never shared across portals.

Anthropic API Key (override fleet default)

Unique key per portal = per-portal Anthropic billing. Rotate anytime from the portal manager below.

Supabase Anon Key (override)

Supabase Service Key (override)

GitHub Token (override)

Vercel Token (override)

Tavily Search Key (override)

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Additional Notes

Anything Marty should know about this president or their portal

Notes (optional)

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Ready to Deploy

Fill in all required fields above

Marty will provision the machine, deploy the portal, and create the Cloudflare tunnel. ~45 minutes.

⚙️ Provisioning in progress...

Verifying SSH access

Checking Node.js + OpenClaw

Deploying relay + portal files

Writing workspace files (SOUL.md, TOOLS.md)

Configuring LaunchAgents

Creating Cloudflare tunnel

Starting services

Running health check

✅

Portal is live!

🌐 Open Portal

⚠️ Provisioning issue

✅

Step 6 — Portal Verification

Requires sign-off from Owen, MacKay, or Erik before welcome email is sent

Portal is live at . Confirm it looks correct before sending the welcome email.

🌐 Open Portal

Who is verifying?

Owen Hammond

Owner

MacKay

Finance

Erik Frelund

IT / MDM

✉️

Step 7 — Welcome Email

Sent from the agent directly to the president

Email Template

President's Email *

CC (optional)

Subject

Preview

To: Subject:

🖥️

Portal Template — Current Version

This is exactly what the new president will get

{name}.jockivalet.com

exec_sessions_v2 3.0.0-session-upgrade relay Session tabs • Light/Dark theme • Speed/Think toggle SOT: tbot.jockivalet.com as of 2026-07-01

✅ Always pulls the latest portal from tbot at deploy time — every new portal gets today’s version, not a cached copy.

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Active Executive Portals

Click any portal to manage, adjust, or replicate