Portal Setup Guide

This guide walks through enabling and configuring the client portal for your agency.

Prerequisites

• Agency plan subscription
• At least one client created
• Sites assigned to the client

Step 1: Enable Portal for Client

1. Navigate to Clients in your sidebar
2. Select the client you want to enable portal access for
3. Go to the Settings tab
4. Toggle Enable Client Portal to on
5. Save your changes

Step 2: Create Portal Users

1. On the client page, click the Portal tab
2. Click Add User
3. Enter the user's email address
4. Optionally add their name
5. Select the permissions they should have
6. Click Create User

Resetting a portal user's password

If a client loses their password (or you need to rotate it), open the client's Portal tab, find the user, and click Reset password. Prominara issues a fresh temporary password and shows it once — copy it and share it securely, exactly like the initial credential. The reset also signs the user out of every other device and browser, so any old session that leaked with the previous password is invalidated on the spot.

Step 3: Share Portal Access

After creating users, you'll see a portal access link on the Portal tab. Share this link along with the login credentials:

Portal URL: https://prominara.com/portal/login?client=[client-id]
Email: user@client.com
Temporary Password: [generated password]

Step 4: Configure Branding (Optional)

To customize the portal with your agency branding:

1. Go to Settings > Organization
2. Upload your agency logo
3. Set your primary and secondary brand colors
4. These settings apply to all client portals

Custom Domain

Agency plans can configure a custom domain for the portal (e.g., portal.youragency.com). Contact support to set this up.