Make Sydnee yours
Set up your profile, company information, logos, and colors before you invite clients.
Let's make Sydnee feel like yours. We'll set up your profile, add your company details, and give your portal the right look before you invite clients.
Step 1: Update your profile
Click your profile picture in the bottom left, then click "Personal Settings"
- Add a profile photo.
- Check your full name. Teammates and clients can see it.
- Add your job title or role.
- Select Save Changes.
In Preferences, check and save your time zone. You can also choose sidebar and task celebration settings for this browser.
Step 2: Confirm company information
Owners and admins can select the Admin cog in the left menu. Then open General in Company Settings.
Check your:
- Business name
- Website: Shown in your client portal footer.
- Company time zone: Used for shared work.
Select Save Changes if you update anything. Next, add your logos and colors.
Step 3: Add your logos and colors
In Company Settings, open Branding and add:
- Portal Logo: For your portal header, desktop sign-in page, and link previews.
- Logo for Light Backgrounds: For downloaded Request PDFs.
- App Icon: For browser tabs, bookmarks, home screens, and supported installed apps.
- Colors: Set your colors or choose from a template
👉 Next up: What’s inside your portal