Onboard your first client

Now that you've set up your portal branding, let's bring in your first client. We'll create their account, add some useful content, and send their invite.

1. Create an account

Start in your account list and select + New Account. Enter your client's business name to set up their private portal.

• Single Account: Create one account from the client's business name.
• Create multiple accounts: Need to onboard multiple clients? You can add up to 20 accounts at once directly in the app. For larger imports, Sydnee also provides API access.

Each account is the sandbox for whichever clients you invite into it. Your client goes to your portal URL, enters their email to get a code, then automatically logs into their account.

2. Configure the account

Once you've created the account, you can get the portal ready for your client. Here are a few places to start:

• Memo Pad: Add notes, updates, or key information.
• Tasks: Create initial tasks or use a task template to get them started.
• Files: Upload files, comment on files, and more
• Custom Pages & Links: Add new pages to embed tools (like Google Sheets, Calendly, or Figma) or create navigation links that point clients to resources outside of Sydnee.
• Services: Configure your service menu, then check each service that account is currently working with

3. Invite your clients

Once you're happy with the setup, it's time to invite your client:

1. In the client account, in the Portal Access widget, click "Invite Client".
2. Enter the client’s Name and Email address.
3. Leave Notify them by email on to send the invitation now.
4. Select Send Invite.

Your client will get a link to your branded portal.

They'll sign in with the invited email and a six-digit code sent to their inbox.

Want to use your own domain for the portal? You can set up a custom domain when you're ready to change DNS records.

And that's it! Your client is ready to sign in and start using their portal.

👉 Next up: Reuse your setup and connect your tools