Make Sydnee Yours
Set up your profile, company information, logos, and colors before you invite clients.
Set up your profile, company details, portal logos, and portal colors before you invite clients. Then check the portal once as a client would see it.
Step 1: Update Your Profile
Open Profile settings.
- Add a profile photo.
- Check your full name. Teammates and clients can see this name.
- Check your time zone. It sets how times display for you.
Step 2: Confirm Company Information
Open Company Settings.
- Check your business name.
- Check the website. It appears in your client portal footer.
- Check the account-wide scheduling time zone. It sets the default for tasks, reminders, and other workspace tools.
- Select Save Changes after you make changes.
Then open Company Settings → Branding.
- Add a header logo. It shows at the top of the portal.
- Add a square 1x1 Logo for browser tabs and bookmarks.
Step 3: Set Your Theme Colors
Open a client account, then open its branding editor from the paintbrush icon.
Choose a color template or set your portal colors. Check the preview, then select Publish Changes.
For exact settings, see Set company details, branding, and portal domain. It also covers domains.
👉 Next up: What’s Inside Your Portal