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PointSav Documentation

The engineering library for the PointSav platform — operating systems and services for regulated businesses that own their data, their AI, and their record-keeping outright. Where the monorepo holds the code, this wiki holds the reasoning: architecture, services, security, and the governance commitments that bind future development.

Open your first Totebox session

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fix(how-to): Getting started group rewritten against real source (Group 2, Phase 1 continued)

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---
schema: foundry-doc-v1
title: "How to open your first Totebox session"
title: "Open your first Totebox session"
slug: open-first-totebox-session
short_description: "Opens a first Totebox session from a paired device — selecting an archive, reviewing the inbox, starting a BRIEF task, and completing the shutdown sweep before closing."
short_description: "Opens a first Totebox session in a single archive: read the manifest, check your inbox, understand what the session can and can't write, and complete the shutdown sweep before closing."
category: how-to
content_type: how-to
type: how-to
quality: complete
status: active
last_edited: 2026-06-14
audience: "Engineers (hands on keyboard); customer operators"
last_edited: 2026-08-06
editor: pointsav-engineering
paired_with: open-first-totebox-session.es.md
research_trail:
  sources: [pointsav-monorepo architecture/totebox-session.md (session scope, Tetrad, inbox/outbox protocol, permission tiers — corrected 2026-08-06), architecture/os-console.md (customer entry point via os-console Direct mode)]
  verification_method: "grounded directly in totebox-session.md after independently re-verifying and correcting a false claim on that same page (its PermissionTier/PairingRole conflation, fixed 2026-08-06); this guide describes only mechanics stated as current on that page, hedging anything the source itself marks planned/intended rather than shipped"
---

A Totebox session is the scoped working environment for a single archive — the boundary within which you read records, commit changes, and route requests to other archives. Every development task begins by opening a session in the archive that owns the work.

This guide covers the initial setup from a freshly paired device. If your device is not yet paired, complete [[pair-a-new-device]] first.

For architecture details, see [[totebox-session]] and [[totebox-orchestration-development]].

## Prerequisites

- A device paired at INPUT tier or above (see [[pair-a-new-device]])
- `os-console` installed and authenticated
- At least one archive provisioned on your account

## Steps

### 1. Launch os-console
- A device already paired to the workspace (see [[pair-a-new-device]])
- At least one Totebox Archive your account has access to
- A permission tier sufficient for the work you intend to do (see [[personnel-permissions]])

Open `os-console` on your paired device. The home screen lists your account's archives. If no archives appear, your account has not yet been assigned archive access — contact the system administrator.
## Purpose

### 2. Select an archive
Open a Totebox Session — the scoped, AI-assisted working environment bound to a single archive — and understand what it can and can't do before you start. Every development task in Totebox Orchestration begins this way, whether you're a contributor working in the development workspace or a customer connecting through [[os-console]].

Tap or click the archive you want to work in. The console reads the archive manifest and displays:
## Procedure

- Archive name and module identifier
- Tetrad status — which of the four delivery legs (vendor, customer, deployment, wiki) are active
- Pending inbox count — messages from other archives or sessions awaiting your attention
- The AI gateway endpoint the session will use for inference
1. Identify the archive you're opening a session in. A session is always scoped to exactly one archive; there is no cross-archive session.

### 3. Review your inbox
2. Read the archive's manifest before doing anything else. It carries the archive's mission, its [[totebox-orchestration-development|Tetrad]] status (which of vendor, customer, deployment, and wiki legs are active), and its AI gateway endpoint.

If the pending inbox count is non-zero, review inbox messages before starting work. Messages may carry decisions, blockers, or context that should inform what you do this session. Mark each message actioned when you have addressed it.
3. Check the archive's inbox. A non-zero pending count means another archive or session has left you a message — a decision, a blocker, or context that may change what you do this session. Read it before starting work; archive each message as actioned once you've addressed it.

### 4. Start a task
4. Confirm your permission tier covers the work ahead. Tiers are enforced by pairings, not by a role you type in — see [[personnel-permissions]] for what each tier can reach.

In the session view, tasks appear as BRIEF cards — durable project artifacts that survive session boundaries. Each BRIEF shows its status (active, reference, archived), the current carry-forward items, and the artifact types the work produces.
5. Work within the session's scope (see below). The boundary is structural, not a policy you have to remember to follow.

Select a BRIEF to see its work log and open items. If this is a new archive with no BRIEFs, the session is in bootstrap state — your first task is typically to write the archive's BRIEF.
6. Before closing, run the shutdown sweep:

### 5. Save your work before closing
   1. Update or create the archive's durable work-in-progress record for anything still open
   2. Prepend any outbound messages for other archives to the outbox
   3. Commit uncommitted changes to the archive's staging branch

Before ending a session, the console prompts a shutdown sweep:
## Expected outcome

1. Update or create BRIEFs for in-progress work
2. Prepend outbound messages to the outbox for other archives or the hub
3. Commit any uncommitted changes on the archive's staging branch
A working session scoped to a single archive: you can read and write the repositories that archive declares, your inbox has been reviewed, and any cross-archive requests are queued as outbox messages rather than direct writes.

Closing without completing the shutdown sweep leaves work in an unstaged state that may conflict with the next session.
## Verification

## What a session can do
- Confirm the session cannot write outside the archive's declared repositories — this is enforced structurally, not by convention, so a write attempt outside scope fails rather than merely being discouraged.
- Confirm the inbox's pending count is zero, or that every remaining pending message is one you've deliberately deferred, not overlooked.
- Before ending the session, confirm `git status` shows nothing left uncommitted that the shutdown sweep should have caught.

A Totebox session writes only to its own archive's declared repositories. It cannot write workspace configuration, identity keys, or any file in a sibling archive. Cross-archive requests are routed as messages through the outbox — the hub session delivers them.
## Rollback

| Allowed | Not allowed |
|---|---|
| Edit files in this archive's repos | Write to another archive's files |
| Commit on the archive's staging branch | Push to canonical without Stage 6 |
| Send messages via the outbox | Write workspace-level config |
| Stage wiki drafts in drafts-outbound | Write to the identity store |
Closing a session without the shutdown sweep isn't destructive, but it leaves work unstaged and undocumented — the next session (yours or someone else's) starts without knowing what was in progress. There's no separate "undo" for a skipped sweep; the recovery is to open a new session in the same archive and run the sweep late, checking `git status` and the archive's own carry-forward notes for whatever was left open.

## Key takeaways
## Next steps

- Every session opens inside a single archive — scope is enforced structurally, not by policy
- Read your inbox before starting work; messages may change your task priorities
- BRIEFs are the durable record of in-progress work — they survive session close
- Complete the shutdown sweep to avoid lost work and staging conflicts
- [[navigate-console-tui]] — work the console once your session is open
- [[explore-the-console]] — a first-time tour of the console's layout and function-key slots
- [[read-write-totebox-archives]] — the full read/write flow for working in an archive

## See also

- [[totebox-session]] — what a session is and its full capability model
- [[pair-a-new-device]] — enroll the device this session runs on
- [[pairing-as-permission]] — how the session's access boundaries are enforced
- [[totebox-orchestration-development]] — the development architecture a session participates in
- [[totebox-session]] — the full architecture: session scope, the Tetrad, and permission tiers in depth
- [[pairing-as-permission]] — how session access boundaries are enforced
- [[os-console]] — the customer-facing entry point that performs the same function
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