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Embedding Figma Designs Into Your Client Portal

Published August 8, 2024 by Connor Bearse

Figma has become a go-to tool for designers and developers due to its real-time collaboration features and intuitive interface.

It allows teams to create, share, and iterate on designs quickly, ensuring everyone is on the same page.

One issue that we see come up though… sharing Figma links with non-techy clients can get muddy really fast.

That’s why we suggest integrating your Figma deliverables into your Sydnee client portal.

The Benefits of Embedding Figma Wireframes

  1. Centralized Communication: With Figma wireframes embedded in your Sydnee Client Portal, all project-related materials are in one place. Clients no longer need to switch between different platforms to view designs and provide feedback. This streamlines communication and reduces the chances of miscommunication.
  2. Real-Time Collaboration: Figma’s real-time collaboration capabilities are enhanced within Sydnee Client Portals. Team members and clients can view updates as they happen, ensuring everyone is always looking at the most current version of the design.
  3. Improved Client Experience: Clients can easily access and interact with wireframes directly within the portal. This convenience enhances their experience and makes them feel more involved in the project, fostering stronger client relationships.
  4. Enhanced Project Management: Embedding Figma wireframes helps keep all project elements organized. Teams can link wireframes to tasks, files, and other project components within the portal, creating a comprehensive project overview.

How to Embed Figma Wireframes in Sydnee Client Portals

A Figma design embedded into a Sydnee Client Portal

Embedding Figma wireframes in your Sydnee Client Portal is a straightforward process. Follow these simple steps to get started:

  1. Generate the Embed Code in Figma:
    • Open your wireframe in Figma.
    • Click on the “Share” button in the top-right corner.
    • Select “Embed” and copy the generated HTML code.
  2. Add the Embed Code to Your Sydnee Client Portal:
    • Navigate to the relevant account within your Sydnee Client Portal.
    • Click the plus icon in the navigation menu
    • Click on “Figma”
    • Title the navigation
    • Paste the Figma embedded code
  3. Save and View:
    • Save your changes and view the embedded wireframe directly within the portal. Clients and team members can now interact with the wireframe without leaving the Sydnee Client Portal.

Updating The Figma Embed

Easily update the title, order in navigation, or the embed code all together by hovering over the menu item and selecting the three dots.

From the drop down menu select “Edit Tab”

Edit, Reorder, or Delete navigation items in Sydnee Client Portal

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
Update the title of your Figma page, embed code, or make this integration global for all accounts.

Time to Share!

Click on the share icon next to the “Create” button at the top right of your portal to verify that this page is live on the web and to have quick access to who has external permissions to this page.

Click “Copy Page Link” to grab a shareable link which will drop your clients directly on this page!

Click the share icon to get a link to directly share with your clients.

Conclusion

Embedding Figma wireframes into Sydnee Client Portals is a game-changer for design and development teams. It enhances collaboration, centralizes communication, and improves the overall client experience.

By integrating these two powerful tools, you can ensure your projects run smoothly and efficiently, delivering exceptional results to your clients.

Ready to take your client collaboration to the next level?

Start embedding Figma wireframes in your Sydnee Client Portal today and experience the difference it makes in your project workflow.

For more tips and updates on optimizing your client portals, stay tuned and feel free to reach out to our support team with any questions.

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  • Sydnee turned our onboarding into a simple, repeatable process that just works.

    Patrick Benske, Benske Agency, Founder
    Patrick Benske
    Benske Agency, Founder
  • Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.

    Steven Diamond, Diamond Ai Media Group, Founder
    Steven Diamond
    Diamond Ai Media Group, Founder
  • Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.

    Carmelo Santos, Co-found Council of Marketers
    Carmelo Santos
    Co-found Council of Marketers
  • It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance

    Michael Rapino, HoneyQuill Agency, Founder
    Michael Rapino
    HoneyQuill Agency, Founder
  • Sydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.

    Luis Leon, Promise Pixel, Founder
    Luis Leon
    Promise Pixel, Founder
  • Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.

    Laura McDermott, Owner, Mcdermott Law Firm, PLLC
    Laura McDermott, Owner
    Mcdermott Law Firm, PLLC