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 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 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. Then select Save Changes to publish all staged logo, icon, and color updates together.

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

For exact settings, see Set company details, branding, and portal domain. It also covers domains.

👉 Next up: What’s inside your portal