What’s inside your portal

Learn what the portal dashboard, widgets, Tasks, Files, Service Showcase, Live Chat, and Requests can do.

Now that you've made Sydnee yours, let's take a look at what's inside your portal.

You can share work, files, messages, and service information with your clients, and the guides below will help when you're ready to set things up.

Portal Dashboard

The Dashboard is the first page your client sees after signing in. Its widgets can show account information and the work you've made visible to them.

Choose and arrange widgets

You can rename, hide, or reorder workspace widgets in Company Settings → Dashboard. A widget may also stay hidden if its module is off, it has no data, or your client doesn't have access.

Progress Overview groups work by task board, so each person sees the boards they have access to. A board can show section progress, milestones, and its latest status update. Your clients see only what you share. Learn about task boards and status updates.

Active Services

This shows active services and their filled-in details. Learn how Service Showcase works.

My Open Tasks

Here, each person can see their own open tasks.

Memo Pad

Use this card for messages, notes, or updates. Turn on Visible to clients, then select Save changes when you're ready for clients to see an update.

Memo Pad can display supported links and media cards. Examples include YouTube, Loom, Figma, Canva, Monday, and X or Twitter. The source tool’s sharing settings still apply.

Learn how to set up and use Memo Pad.

Tasks

With Tasks, you can plan your client's work on one or more task boards.

Plan work on task boards

A task board holds one stream of work for a project, and is configurable to your needs.

Use sections to show stages such as To Do, In Progress, and Ready for Review. Add tasks, choose an owner, set dates, attach files, and keep the decisions with comments.

Each board can have an Overview where your team can add milestones, set the current status, and post what's happening now. A team member sets the status; it doesn't change based on task totals.

Choose from the company's saved status list where available. Some choices need a written update. Learn how to post board updates. New updates become part of the board's status history.

Clients with Overview access can discuss an update with comments, mentions, and reactions. You can show or hide Overview without hiding the rest of the board. Learn about status conversations.

Use the right view

Overview shows the board brief, milestones, current status, and status history.
Table is best for scanning task details.
Board shows work by section.
Date shows scheduled work in a calendar.

Learn how to use task views, filters, and bulk actions.

Your clients can work with the boards, views, and tasks shared with them. Creating and configuring boards and sections stays with your team.

Learn how to manage client work with Tasks.

Files

Files gives your team a place to organize documents and media for each account. Here's what you can do:

Create folders to organize documents, images, and other files.
Set folder permissions so only specific people have access to folders and files.
Star important files or images so they appear on the dashboard.
Share files through the portal or a Client Link. Anyone with an active public download link can download that file without signing in, so use a Client Link when you want sign-in and folder access to apply.
Turn a finished folder into a Deliverable: a clear final handoff page for the client that uses the live folder and its files.

Service Showcase

Want clients to see the services you offer or the ones they're already using? Here's what you can set up in Service Showcase:

Add service groups, service names, and detail-field names to the shared catalog. Then add each client’s detail values in that account.
Active services appear on the dashboard for clients to see. They can show Submit Ticket when active-service tickets are enabled.
Inactive services can show Request Service. When available, both actions create a task. Review how Submit Ticket and Request Service work.
Add clickable links (e.g., reporting dashboards, campaign trackers) so clients can jump straight into their resources.

Learn more about the Service Showcase and account details in Show and request services.

Live Chat

Live Chat keeps conversations close to your client work. Here's how it works:

For clients, chat shows up as a floating bubble inside their portal.
Your team opens chats in the team workspace.
Account conversations stay with the client account. Channels and direct messages can have their own members.
Notifications and pinned chats help you stay on top of important threads.
Create custom channels that you can keep team only, or add your clients to.
Send direct messages to teammates or clients from accounts you can access.

Learn more in Work together in Live Chat.

Requests

Need something from a client? Use Requests to collect files and information right in the portal:

Send a request form asking for specific details or documents.
Clients upload responses directly into the portal.
Uploaded files are available from the Request and its related Files location.
Requests can be marked private, so only the selected client contact can open them in the portal. Team members with access to the account can also review them.
Use sensitive answers and conditional flows when they are available for your workspace.

That way, the response and related files stay together.

👉 Next up: Onboard your first client

What’s inside your portal

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