Sydnee’s embed system now makes it easier than ever to bring your favorite digital tools directly into your client portals – with login-protected access built in.
Whether it’s Airtable, Monday.com, YouTube, Figma, or any platform that offers an embed code, you can display it as a dedicated page – fully customized to match your branding, layout, and security needs.
With this update, embedding tools is no longer just about dropping in code and hoping it works.
You now have a visual builder that lets you fine-tune how your embed appears, ensuring a flawless, secure experience for your clients every time.
Why This Update Matters
Client portals should be the single source of truth for your customers – a place where they can access reports, dashboards, forms, schedules, and more.
Until now, embeds could be tricky to size, style, and protect.
This update solves that:
- It just works – Most embeds will display perfectly without adjustments.
- Full control when needed – For those that don’t fit quite right, you can tweak width, height, background color, and border color with live previews.
- Mobile & desktop customization – Separate controls ensure embeds look great on any device.
- Gated access – Embeds are automatically protected behind your Sydnee portal’s login, ensuring only approved clients can view them.
Key New Features in Sydnee’s Embed System
Add Any Tool as a Dedicated Portal Page
If it offers an embed code, you can add it to your portal. Click the plus icon in the top navigation, choose a platform for instructions (or paste custom code), and give it a title.
From there, it’s instantly live as a new tab in your client’s portal.
Live Visual Builder for Instant Previews
See exactly how your embed will appear to clients as you customize:
- Desktop Size – Choose Standard, Compact, or Custom (set custom width & height in px, vw, or vh).
- Mobile Size – Choose Standard, Compact, or Custom (custom height in px or vh; width is fixed for mobile).
- Background & Border Colors – Match your portal design or improve visibility for embeds that need contrast.
Because the editor uses the same rendering code your clients see, if it looks right in the editor, it will look right in the portal.
Cleaner Page Layouts
- Show/Hide Title on Page – Keep the title in navigation but remove it from the page to give more vertical space to your embed.
- Add a Description – Include optional subtext (max 120 characters) under your title for added context.
Global Embeds for All Accounts
Toggle the Global setting to display an embed across all client accounts – perfect for universal resources like help centers, status pages, or global dashboards.
Secure, Login-Protected Access
Because your embeds live inside Sydnee’s client portal, they’re automatically gated behind your portal’s login. This ensures that only approved clients and team members can view sensitive dashboards, project boards, or reports — without needing to send public links.
How to Add & Customize an Embed
- Click the “+” icon in your portal’s navigation bar.
- Select your integration (Airtable, Monday.com, YouTube, Figma, etc.) or choose +Embed Code for custom HTML.
- Enter your title and embed code.
- Click Create to add it as a page in your portal.
- Hit Edit Page to open the embed settings drawer.
- Use the visual builder to:
- Adjust desktop & mobile sizes
- Set background & border colors
- Show/hide the title
- Add a short description
- Preview in real-time to make sure it’s perfect.
Real-World Uses for Sydnee’s Embed System
Here are just a few examples of what you can embed into your Sydnee client portal:
- Project management boards – Monday.com, Asana, ClickUp
- Analytics dashboards – Looker Studio, Airtable, Google Sheets
- Scheduling tools – Calendly, Acuity
- Forms & surveys – Typeform, Google Forms
- Media content – YouTube, Vimeo, Loom videos
- Design previews – Figma, Canva
With this update, you can turn your client portal into a centralized, secure hub for everything your clients need – without sending them to different apps or tabs.
Why Your Clients Will Love It
Your clients get:
- One place to log in for everything they need
- Better user experience thanks to mobile & desktop optimization
- Consistent branding across all tools and resources
- Fewer clicks, faster access, more engagement
- Private, secure access to sensitive data and tools
Start Embedding Today
Sydnee’s new embed system takes client portals to the next level. If you’ve been waiting for a way to bring your favorite tools into one beautiful, centralized, and secure space, now’s the time to try it.
Log in to your Sydnee account, add your first embed, and give your clients the seamless, protected experience they deserve.
