Playbooks / Build a Client HQ page and password-protected call review pages

Build a Client HQ page and password-protected call review pages

Build a Client HQ page and password-protected call review pages

Coming

One admin page with a card per client linking into each dashboard through one login, and per-person password-protected call-recording review pages with preview tokens.

Kit

No separate kit. The playbook is self-contained.

You need

AccountWhyFree or paidPlan
SupabasePostgres database, auth (dashboard logins), row level security, Realtime pulse, Edge Functions and pg_cron for every dashboard, the attribution tables, booking alerts and the Brain state.Free tier availablePro (25 USD/mo) for anything a client logs into. The free tier pauses a project after 7 days without traffic and caps an org at 2 active projects; a paused free project took three client dashboards offline at once (a project log).
VercelHosts every site, funnel, dashboard and serverless API (subscribe, book, attribution, AC proxy). Runs the cron jobs declared in vercel.json.Free tier availablePro (20 USD/mo per seat). The Hobby plan forbids commercial use, so any client site or paid product must be on Pro. Hobby is fine for a personal portfolio.

What you bring

  • Your list of clients and their dashboard links, when you build for clients
  • Your own login per person for call review

The steps

  1. Choose the auth project and set the admin allowlist
  2. Build the roster route (the real gate)
  3. Build the HQ page
  4. Build the call review page behind per-person logins (optional)
  5. Deploy and verify as a stranger, then as you
  6. Add the next client without touching the page

Get the full playbook

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Part of: Get your database sorted