We are excited to bring you a roundup of smaller features and quality of life updates designed to enhance your experience with our platform.
These updates focus on customization, consistency, and ease of use, making it easier for you and your clients to navigate and utilize our tools more efficiently.
Let’s dive into these new features and see how they can improve your workflow.
Reorder Portal Navigation & Integrations
With our latest update, you can now reorder portal navigation and integrations to suit your workflow. Customize the layout to prioritize the tools and sections you and your clients use most frequently, ensuring a smoother and more efficient user experience.
This enhancement puts you in control, allowing for a more personalized and streamlined navigation setup.
Global Tabs
When adding an integration to one of your accounts, you now have the option to make it “Global.”
This means the integration will appear on every single account, not just the one you’re working on. It’s perfect for things like onboarding videos, intake forms, or any other system you want all current and future accounts to have.
This update ensures consistency and streamlines the process, making it easier to provide uniform resources across all accounts.
Share Menu
When viewing an account, click the share icon next to the Create button to open the Share Menu. This new feature provides the exact link to the current page, making it super easy to share specific account details with colleagues or clients.
The Share Menu shows how many external users have access to the page, giving you better insight and control over shared information.
This update simplifies link sharing and enhances visibility into user access, ensuring you can manage permissions efficiently and keep your data secure.
We’re Working Hard on New Features
We hope you find these updates helpful and that they enhance your overall experience with Sydnee Client Portals
Our team is continuously working hard to bring you new features and improvements. We value your feedback and would love to hear your thoughts on what you’d like to see next.
Thank you for being a part of our community!
