Make Sydnee yours

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 the account menu and choose Personal settings → Profile.

• Add a profile photo.
• Check your full name. Teammates and clients can see this name.
• Select Save Changes.

Then open Preferences to check your time zone. Save that change too. This page also has sidebar and task celebration choices for this browser. Set your profile and preferences.

Step 2: Confirm company information

Owners and admins can use the company menu. Open Company settings → General.

• Check your business name.
• Check the website. It appears in your client portal footer.
• Check the company time zone. It sets times for shared work.
• Select Save Changes after you make changes.

Below Company details, use Make Sydnee yours to find other company settings.

Then open Company Settings → Branding.

• Add a Portal Logo for the portal header, desktop sign-in page, and automatic link previews.
• Add a Logo for Light Backgrounds for downloaded Request PDFs.
• Add and crop an App Icon for browser tabs, bookmarks, home screens, and supported installed apps.

Branding controls are available to workspace owners and admins.

Step 3: Set your portal colors

Stay in Company Settings → Branding. Choose Templates or set the brand color, hero text color, gradient colors, position, and angle.

Check the Portal, Sign-In, Request PDF, Link Preview, and Icon previews. Select Save Changes when you are ready. This saves the logos, icon, and colors together.

The Sign-In preview uses the shared Portal Logo and colors. It does not have separate sign-in settings.

For each step, see Set company details, branding, and portal domain. It also covers domains.

👉 Next up: What’s inside your portal