Sydnee Client Portals now offers the ability to embed Airtable bases directly into your client portals.
This feature brings together the power of Airtable with the convenience of Sydnee Client Portals, creating an integrated solution for managing your projects and client interactions.
The Power of Airtable & Sydnee Client Portals
Airtable is a versatile tool that combines the capabilities of a database with the simplicity of a spreadsheet.
Many agencies and freelancers use Airtable for reporting and keeping track of data that their clients can reference.
The biggest downside is managing multiple links and permissions. By embedding Airtable bases in your Sydnee Client Portal, you can easily share Airtables by adding it directly to the navigation of your client portal.
Advantages of Embedding Airtable Bases
Bringing Airtable bases into Sydnee Client Portals means all your project-related data is accessible from one location. This integration reduces the need to toggle between different platforms, making information management more efficient.
Airtable’s real-time collaboration features remain fully operational within Sydnee Client Portals. This ensures that all users are always viewing the most current information, enhancing teamwork and productivity.
Steps to Embed Airtable Bases
Integrating Airtable bases into your Sydnee Client Portal is quick and easy.
Here’s how you can do it:
1. Generate Embed Code in Airtable
- Open the Airtable base you wish to embed.
- Click on the “Share” button in the top-right corner.
- Select “Share publicly”
- Turn on “Enable shared base link”
- Next to the URL, select the <> option to open the Embed page
- Adjust any settings necessary and then click “Copy embed code”
2. Embed in Sydnee Client Portal
- Navigate to the relevant account within your Sydnee Client Portal.
- Click the plus icon in the navigation menu
- Click on “Airtable”
- Title the navigation
- Paste the embed code
3. Save Your Changes
- The Airtable base will now be embedded within your portal, allowing both clients and team members to access it directly. Any updates done to this table will reflect automatically in your client portal.
Updating The Airtable Page
Effortlessly update the title, navigation order, or embed code simultaneously by hovering over the menu item and selecting the three dots.
From the drop down menu select “Edit Tab”
In this area you can:
- Update the title that shows up on the page and in the navigation
- Update or change the embed code
- Make this “Global”, which means it will show up for all your accounts
Why This Matters
Embedding Airtable bases in Sydnee Client Portals enhances the way you manage projects and interact with clients.
It centralizes communication, ensures everyone is up-to-date, and provides a seamless client experience. This integration is designed to make your workflow more efficient and effective, helping you deliver outstanding results.
Ready to elevate your project management capabilities? Start embedding Airtable bases in your Sydnee Client Portal today and see the difference it makes in your collaboration and productivity.
For more insights and updates on optimizing your client portals, keep an eye on our blog. If you have any questions, our support team is always here to help.
