Prominara
Client Portal

Portal Setup Guide

Set up the Prominara client portal step by step: enable it for a client, invite portal users by email, resend access links, and add your agency logo and color.

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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 Send invite
The user gets an email with a link to choose their own password. The link works once and expires after 3 days. If the email does not arrive, the Portal tab shows the same link so you can copy it and send it yourself. Until they set a password, the user shows as Invite pending.

Resending access or resetting a password

If a client loses their password or never used their invite, open the client's Portal tab, find the user, and send a new link. Their current password stops working right away and every open session is signed out, so a leaked password or session is cut off on the spot. Earlier links stop working too.

Step 3: Share Portal Access

The Portal tab also shows the portal sign-in link. Clients who already set a password sign in there:

Portal URL: https://prominara.com/portal/login?client=[client-id]

Step 4: Configure Branding (Optional)

To customize the portal with your agency branding:

  1. Open Branding in your sidebar
  2. Paste the HTTPS URL of your agency logo
  3. Set your brand color
  4. These settings apply to all client portals and to your reports

See White-Label Branding for the logo requirements.

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