If you’re new to Sydnee Client Portals, getting your first client set up is quick and easy – it can be done in under one minute.
Whether you’re a freelancer, agency, or small business owner, a smooth onboarding process sets the tone for a great working relationship.
In this guide, we’ll walk through exactly how to invite clients, give them secure access, and even add team members for backend collaboration.
This guide is based off of our YouTube video if you would rather check that out below!
Step 1: Go to Portal Access
From your Sydnee dashboard, navigate to Portal Access.
This is your control center for managing who can log into your portal.
Click Invite, then fill in your client’s:
- Email address
- Name
You can also customize the welcome email so it feels personal and professional.
Step 2: Send the Invite
Once your details are ready, click Add Member. Your client will automatically receive an email notification with a link to access the portal.
✅ Pro Tip: Send a quick personalized note in the invite message to set expectations and let them know what they’ll find when they log in.
Step 3: Add Team Members (Optional)
If you work with other collaborators who need backend access, you can add them as team members.
- Team members have different permissions from clients
- Perfect for designers, developers, or assistants who help manage client work
The process is almost identical — just select “Add Team Member” and send the invite.
Step 4: Share the Portal Link (If Needed)
Your client’s invite email contains their login link, but you also have a copy inside your portal settings.
If they ever misplace it, you can resend it instantly.
Step 5: Prepare Your Portal Before Access
Before inviting your client, make sure your portal is ready for them. This may include:
- Uploading initial files or documents
- Setting up tasks or project timelines
- Customizing branding and colors
The goal is to have everything polished so your client’s first impression is seamless.
Why This Matters
Client onboarding is your first opportunity to deliver value. A clear, professional, and fast setup in Sydnee Client Portals ensures your clients feel confident and taken care of from day one.
Final Thoughts
Adding clients to Sydnee Client Portals takes less than a minute — but the benefits of a smooth onboarding process last the entire relationship.
Start organizing your client work, centralize communications, and give your clients the VIP experience they deserve.
Try Sydnee for free today → sydnee.app
