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Overview

The Client Portal is a dedicated, white-labeled workspace your clients access to stay informed and take action on their projects. It is completely isolated from your internal team dashboard — clients cannot see task internals, team communications, or other clients’ data.

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What Clients Can Do

Clients see a high-level progress view for each of their projects: current status, milestone completion, overall percentage done, and upcoming deadlines. They do not see individual task details or internal comments.
When your team marks a deliverable as Ready for Review, the client receives an email notification. They can view the deliverable inline (images, PDFs, videos), approve it, or leave feedback directly in the portal. Approved deliverables are locked from further editing.
Files explicitly shared with a client are downloadable from the portal’s Files tab. Clients cannot browse your full file manager — only files you’ve explicitly shared appear here.
All invoices for the client’s projects are listed in the Billing tab with their status (Draft, Sent, Paid, Overdue). Clients can pay outstanding invoices directly via Stripe Checkout embedded in the portal — no external login required.
A dedicated Feedback tab lets clients submit messages that route directly to the project lead’s inbox as tasks. This keeps client communication structured and actionable rather than scattered across email.

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Setting Up the Portal

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Enabling the Portal

  1. Go to Settings → Client Portal
  2. Toggle Enable Portal to on
  3. Optionally configure a custom subdomain (e.g. portal.youragency.com)

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Custom Domain

To use a custom subdomain:
  1. In Settings → Client Portal → Custom Domain, enter your subdomain (e.g. portal.youragency.com)
  2. Add a CNAME record to your DNS: 
    portal.youragency.com  CNAME  portal.nextoriahub.com
  3. Click Verify Domain. SSL is provisioned automatically via Let’s Encrypt.
DNS propagation can take up to 48 hours depending on your registrar. The portal will remain on the default Nextoria Hub URL until verification succeeds.

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Portal Branding

Under Settings → Client Portal → Branding:
  • Upload a portal logo (can differ from your internal workspace logo)
  • Set a portal accent color
  • Customize the welcome message displayed on the portal homepage
  • Add a support email displayed in the portal footer

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Inviting Clients

Select a project and click Settings → Access → Add Client:
  1. Enter the client’s email address
  2. Optionally set an access expiry date (useful for project-bounded engagements)
  3. Click Send Invite
The client receives a branded welcome email with a one-click login link. No password is required on first login — subsequent logins use magic links or Google OAuth.

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Portal Views by Plan

FeatureStarterGrowthScale
Project progress view✓✓✓
Deliverable approvalsRead-onlyInteractiveInteractive
Invoice payments✓✓✓
Custom domain-✓✓
Custom brandingPartialFullFull
Feedback module-✓✓