Welcome to our video tutorial on setting up a new client portal using Sydnee Client Portals. Because the recording reflects an earlier interface, use onboard your first client for the current visible steps.
In this video, we’ll guide you through the entire process, from adding a new account, turning off and on services, adding service details, and more!
Video Transcript
”In this video, I want to show you how to set up a new client portal using Sydnee. After you’re logged in or registered for Sydnee Client Portals, you’ll show up at your dashboard. From there, hit “New Account,” enter your new client’s name, and hit “Create.” And bam, you have a client portal just for them.
It’s a space where everything in here is only for those clients. To invite them, go to “Portal Access,” hit “Invite,” enter their email address and name, and notify them by email if you wish. Hit “Add Member.” Clients sign in without creating a password. They enter the email address you added and use the code sent to their inbox. I highly recommend updating the account logo and ensuring their business name is spelled correctly by going to the settings cog.
Next, what’s really important and unique about Sydnee Client Portals is that you can add tasks, assign them, send follow-up reminders, and chat. You can also upload files for them to see. The special sauce of Sydnee is the Services Showcase. Go to “Services” and check which services they’re currently subscribed to or that you’re providing for them. For this client, I’ll say we’re providing Facebook Social Media Management. Click it, and you’ve activated the service. Now, it’s clear to your client which services are online and which are not.
Your client’s eyes will be drawn to the active services. Active services can show Submit Ticket when active-service tickets are enabled. If they’re interested in an inactive service, it can show Request Service when service requests are available. The submission creates follow-up work on the account's configured service request Task board, or the Service Requests fallback board when none is configured. Use the guides to build the service catalog, customize account services, and review client submissions.
Returning to the dashboard, active services can appear beside other permitted client work. Use dashboard modules, widgets, and defaults to review the current layout controls.
And there you have it—the basic way to set up a Sydnee Client Portal so you can start working with your clients. Review company branding and domain setup before launch.
Thanks for watching! I hope this was helpful.” – Connor Bearse
