1. Create Your Account
Visit nextoriahub.com and click Get Started. Sign up using your work email or via Google OAuth. A personal workspace is automatically provisioned on sign-up.2. Set Up Your Workspace
After account creation you’ll land on the Workspace Setup Wizard:1
Name your workspace
Enter your agency name. This will appear on all client-facing pages and
invoices.
2
Upload your logo
Upload a PNG or SVG logo (minimum 256×256 px). Nextoria Hub uses it across
the dashboard, client portal, and email notifications.
3
Set your brand color
Choose your primary brand color. This accent color will be applied across
the entire workspace UI and client portal.
4
Configure your timezone
Select your agency’s primary timezone. Deadlines, calendar entries, and
notifications will respect this setting.
3. Invite Your Team
Navigate to Settings → Team and click Invite Members.4. Create Your First Project
1
Open Projects
From the sidebar, click Projects then New Project.
2
Fill in project details
Name the project, set a start/end date, assign a budget, and choose a team
lead.
3
Add tasks
Use the Kanban view to create tasks. Assign them to team members, set
priorities, and add due dates.
4
Invite the client
In the project settings click Add Client. The client receives an email
invite to their dedicated portal view.
5. Connect Your Integrations
For a fully wired workspace, connect these integrations in Settings → Integrations:Stripe
Enable invoicing and payment collection.
Stream Chat
Power real-time team messaging.
Google Drive
Sync files and folders from Drive.
6. Launch Your Client Portal
Once you have at least one project with a connected client:- Go to Settings → Client Portal
- Configure your custom subdomain (e.g.
portal.youragency.com) - Toggle Portal Live to
ON
You’re all set! Explore Core Features to unlock the full
power of the platform.