> ## 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.

# Workspace Setup

> Configure your agency's workspace: branding, team roles, and initial settings.

## Workspace Settings

Access workspace settings at **Settings → General**.

### Agency Branding

| Setting           | Description                                                             |
| ----------------- | ----------------------------------------------------------------------- |
| **Agency Name**   | Displayed on all client-facing pages and email footers                  |
| **Logo**          | PNG or SVG, min 256×256 px. Used in the dashboard, portal, and invoices |
| **Brand Color**   | Hex value applied across the UI as the primary accent color             |
| **Custom Domain** | e.g. `portal.youragency.com` for the client portal subdomain            |

<Warning>
  Custom domain setup requires a CNAME record pointing to
  `portal.nextoriahub.com`. DNS propagation may take up to 48 hours.
</Warning>

### 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

### Roles Overview

Nextoria Hub ships with five fixed roles. Permissions are enforced at the API, middleware, and UI layers.

<AccordionGroup>
  <Accordion icon="crown" title="Admin">
    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.
  </Accordion>

  <Accordion icon="code" title="Developer">
    Access to assigned projects, task boards, file manager, and team chat.
    Cannot access billing or workspace settings.
  </Accordion>

  <Accordion icon="paintbrush" title="Designer">
    Same as Developer with additional access to the asset library and
    deliverables module.
  </Accordion>

  <Accordion icon="megaphone" title="Marketer">
    Access to the content calendar, campaign tracker, and analytics dashboards.
    Read-only on project boards unless explicitly assigned.
  </Accordion>

  <Accordion icon="user" title="Client">
    Portal-only access. Clients can view project progress, download approved
    deliverables, review and pay invoices, and submit feedback — without seeing
    any internal team data.
  </Accordion>
</AccordionGroup>

## 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.

### Bulk Import

On the Growth and Scale plans, you can import team members via a CSV:

```csv theme={null}
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**.

## Setting Up Notifications

Configure per-channel notification preferences at **Settings → Notifications**:

| Event                 | Email | In-app | Slack (if connected) |
| --------------------- | ----- | ------ | -------------------- |
| Task assigned         | ✓     | ✓      | ✓                    |
| Invoice paid          | ✓     | ✓      | ✓                    |
| Client comment        | ✓     | ✓      | -                    |
| Project status change | ✓     | ✓      | ✓                    |
| New team member       | -     | ✓      | ✓                    |

<Info>
  You're now ready to create your first project. Head to
  [Quickstart](/quickstart#4-create-your-first-project) to continue.
</Info>