MentalSteel Services

01 — Portal Access & Security

The MentalSteel Services portal is a private, password-protected management hub hosted at a dedicated subdomain. All data is stored server-side in a persistent database. Access is secured via an HTTP-only session cookie.

02 — The 6 Service Areas

The portal is built around Mental Steel's six core service disciplines. Each has dedicated data entry, tracking, automation, and report generation.

03 — Automation & Background Monitoring

The portal runs five background jobs 24/7 on the server. No login is required for these to operate — they work continuously in the background.

04 — Automated Reports

The Reports tab generates live, data-driven reports from everything tracked in the system. Reports are generated on demand — they always reflect the current state of the database.

Each report can be viewed in browser (print to PDF via browser print dialog) or emailed directly to the client's contact email on file with one click.

05 — Blockchain Intelligence

Wallet Monitoring

Add any EVM-compatible wallet address to the monitoring system. The blockchain monitor polls every 15 minutes using the chain's explorer API to detect new transactions.

Network Configuration (Admin-Managed)

Under Blockchain → Networks & API Keys, any EVM-compatible blockchain can be added directly through the portal — no code changes needed:

Automatic Risk Scoring (1–10)

Every transaction is automatically analyzed against 6 behavioral rules the moment it is detected:

• Score 1–3 — Normal. Logged, no alert.
• Score 4–5 — Unusual. Auto-flagged, detailed report emailed instantly.
• Score 6–10 — Suspicious. Auto-flagged, urgent report emailed instantly.

06 — Payments & Invoicing

The Admin → Payment Providers panel supports three payment processors. All three can be configured simultaneously; the Active Provider setting controls which is used when generating payment links.

Invoice Workflow

1. Create Invoice — Select client and optionally a Pricing Template. Set description, amount, billing type (One-Time / Monthly / Yearly), due date.
2. Generate Payment Link — System calls the active payment provider's API and returns a hosted checkout URL, stored on the invoice.
3. Email to Client — Invoice email with a "Pay Now" button is sent to the client's contact email. Can also be sent manually from the invoice panel at any time.
4. Track Status — Invoices are tracked as Pending → Sent → Paid (or Overdue / Cancelled). Admin can mark as paid manually, or configure webhooks for automatic status updates.

07 — Service Pricing & Templates

Pricing templates are fully admin-configurable under Admin → Pricing Templates. The following represent suggested starting prices based on service scope. All amounts are editable at any time and can be adjusted per client at invoice creation.

08 — Admin Configuration

Payment Settings

Navigate to Admin → Payment Providers in the portal. Enter credentials for any or all three providers, use the Test Connection button to verify, then click Save. Credentials are stored in the server-side database and never exposed to the browser after saving (keys are masked in the UI).

Pricing Templates

Navigate to Admin → Pricing Templates. Each template defines: name, service area, billing type, amount, and currency. Templates can be activated/deactivated without deletion. When creating an invoice, selecting a template auto-populates description, amount, and billing type — the admin can override any field before saving.

Blockchain Networks

Navigate to Blockchain → Networks & API Keys. Add any EVM-compatible network with its explorer API URL and key. The system starts monitoring wallets on that chain immediately — no deployment or code change required. Obtain API keys from:

• Ethereum: etherscan.io/apis
• BNB Chain: bscscan.com/apis
• Polygon: polygonscan.com/apis
• Avalanche: snowscan.xyz
• Arbitrum: arbiscan.io/apis
• Base: basescan.org/apis

SMTP / Email

Email is configured server-side in mailsettings.json. To update recipients or SMTP credentials, contact your VaultSync administrator. Current schedule:

08b — Data Entry Guide (Per Service Area)

The portal is only as powerful as the data inside it. Here is exactly what to enter for each service area and how the system uses it.

🎯 Strategy — Strategic Objectives

📋 PMO — Projects & Milestones

Create a Project first, then add Milestones under it.

🔴 Risk Management

⚭ Blockchain — Wallets & Monitoring

📄 Documents

💎 Blockchain Assets & Liquidity Pools

09 — Initial Setup Checklist

To get the portal fully operational for a client engagement, complete the following in order:

1. Log in at services.getvaultsync.com using your administrator-provided password.
2. Create a Client — Clients tab → New Client. Enter business name, contact name, and contact email. This email is used for report delivery and invoice emails.
3. Assign Service Areas — On the client record, assign which of the 6 service areas are active for that engagement.
4. Configure Payment Provider — Admin → Payment Providers. Enter Stripe, PayPal, and/or Square credentials. Test the connection. Set the active provider.
5. Create Pricing Templates — Admin → Pricing Templates → New Template. Create templates for all services offered (see Section 07 for suggested pricing).
6. Add Blockchain Networks — Blockchain → Networks & API Keys → Add Network. Add Ethereum, BSC, Polygon (and any others) with their API keys.
7. Add Wallet Addresses — Blockchain → Audit & Wallets → Add Wallet. Enter wallet address, label, chain, and USD alert threshold.
8. Enter Initial Data — Add strategic objectives, projects, milestones, risks, and documents for the client. The more data entered, the more useful the automated reports.
9. Generate & Review First Reports — Reports tab → select client → generate each report. Review output, email to client contact.
10. Create First Invoice — Admin → Invoices → Create Invoice. Select client, template, generate payment link, email to client.

10 — Support & Contact