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Workspace Settings

Access workspace settings at Settings → General.

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Agency Branding

SettingDescription
Agency NameDisplayed on all client-facing pages and email footers
LogoPNG or SVG, min 256×256 px. Used in the dashboard, portal, and invoices
Brand ColorHex value applied across the UI as the primary accent color
Custom Domaine.g. portal.youragency.com for the client portal subdomain
Custom domain setup requires a CNAME record pointing to portal.nextoriahub.com. DNS propagation may take up to 48 hours.

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Timezone & Locale

Set the workspace timezone under Settings → General → Timezone. This affects:
  • Task due dates and calendar entries
  • Invoice issue dates
  • Analytics reporting windows
  • Notification schedules

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Roles Overview

Nextoria Hub ships with five fixed roles. Permissions are enforced at the API, middleware, and UI layers.
Full workspace access. Can manage billing, invite/remove members, access all projects and clients, and configure workspace settings. Only Admins can connect or disconnect integrations.
Access to assigned projects, task boards, file manager, and team chat. Cannot access billing or workspace settings.
Same as Developer with additional access to the asset library and deliverables module.
Access to the content calendar, campaign tracker, and analytics dashboards. Read-only on project boards unless explicitly assigned.
Portal-only access. Clients can view project progress, download approved deliverables, review and pay invoices, and submit feedback — without seeing any internal team data.

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Inviting Team Members

  1. Navigate to Settings → Team
  2. Click Invite Members
  3. Enter one or more email addresses (comma-separated)
  4. Select a role for each invitee
  5. Click Send Invites
Invitees receive an email with a one-click activation link valid for 7 days.

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Bulk Import

On the Growth and Scale plans, you can import team members via a CSV: 
email,role,name
alice@agency.com,Developer,Alice Smith
bob@agency.com,Designer,Bob Jones
carol@agency.com,Marketer,Carol White
Upload the CSV at Settings → Team → Bulk Import.

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Setting Up Notifications

Configure per-channel notification preferences at Settings → Notifications:
EventEmailIn-appSlack (if connected)
Task assigned✓✓✓
Invoice paid✓✓✓
Client comment✓✓-
Project status change✓✓✓
New team member-✓✓
You’re now ready to create your first project. Head to Quickstart to continue.