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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.
Use your agency’s domain email — it enables automatic team discovery later.

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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.

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3. Invite Your Team

Navigate to Settings → Team and click Invite Members. 
Settings → Team → Invite Members → Enter email addresses → Assign roles
Available roles:
RoleCapabilities
AdminFull workspace access, billing, settings
DeveloperProjects, tasks, files, chat
DesignerProjects, assets, deliverables, chat
MarketerCampaigns, content calendar, analytics
ClientPortal view only (projects, invoices, files)

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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.

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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.

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6. Launch Your Client Portal

Once you have at least one project with a connected client:
  1. Go to Settings → Client Portal
  2. Configure your custom subdomain (e.g. portal.youragency.com)
  3. Toggle Portal Live to ON
Your clients can now access their dedicated portal at your subdomain.
You’re all set! Explore Core Features to unlock the full power of the platform.