> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextoriahub.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> Give your clients a secure, beautiful window into their projects — without exposing your internal tools.

## 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.

## What Clients Can Do

<AccordionGroup>
  <Accordion icon="chart-bar" title="View Project Progress">
    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.
  </Accordion>

  <Accordion icon="check-circle" title="Review & Approve Deliverables">
    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.
  </Accordion>

  <Accordion icon="download" title="Download Files">
    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.
  </Accordion>

  <Accordion icon="receipt" title="View & Pay Invoices">
    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.
  </Accordion>

  <Accordion icon="message-square" title="Submit Feedback">
    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.
  </Accordion>
</AccordionGroup>

## Setting Up the Portal

### 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`)

### 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.

<Warning>
  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.
</Warning>

### 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

### 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.

## Portal Views by Plan

| Feature               | Starter   | Growth      | Scale       |
| --------------------- | --------- | ----------- | ----------- |
| Project progress view | ✓         | ✓           | ✓           |
| Deliverable approvals | Read-only | Interactive | Interactive |
| Invoice payments      | ✓         | ✓           | ✓           |
| Custom domain         | -         | ✓           | ✓           |
| Custom branding       | Partial   | Full        | Full        |
| Feedback module       | -         | ✓           | ✓           |