The Basics of Sydnee

Start with two ideas: each client has an account, and your team and clients use different parts of Sydnee.

What is an account?

An account is the private workspace for one client relationship. It holds the people, Tasks, Requests, Files, Services, and other work for that client.

Your branded portal is how client contacts open that account after they sign in. It is not a separate account. Adding a client contact gives them access to that account in the branded portal. Adding a team member gives them access to that account in the team workspace. Access to one account does not grant access to another.

Account access does not make every item visible. Private Requests, folder access, and task visibility each have additional rules.

Your team workspace and the branded portal

Your team uses the team workspace to manage accounts and workspace settings. Clients use your branded portal to see the work available to them.

Team workspace

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The team workspace is where you manage client accounts and workspace settings. From here, you can:

• Create new accounts and switch between them
• Open a client account
• Use workspace tools such as Tasks, Requests, Files, and Live Chat

Branded portal

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When you open an account, you can set up the same branded portal your client uses. Your team still has team-only controls. Before you send an invite, check the account’s portal content and its visibility settings.

How Your Clients Log In

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1. Open the account, then select Portal access → Add to portal → Invite a client.
2. Enter the client’s name and email address, then send the invitation.
3. The client opens the branded portal link and signs in with the invited email and a five-digit email code.

See the full client invitation and access guide for resending an invite, adding another account, or removing access. Sign-in and account switching explains the browser flow.

How Your Team Logs In

Team members sign in through my.sydnee.app. Their workspace role and their client-account access are separate.

1. Add the person to your company team and choose the right workspace role.
2. In each client account they need, use Portal access → Add to portal → Add a team member.
3. Use the team roles and access guide before changing a role. A workspace role and account access solve different needs.

Now that you understand accounts and access, set up the branded portal before you invite clients.

👉 Next: Make Sydnee Yours