Create a client account
Create the shared account where your team will manage one client relationship.
Create a client account to give a client relationship its own private space for people, work, and files. Your team works in the account, and client contacts open that same account through your branded portal. Creating the account doesn't give clients access yet; you'll add them when you're ready.
Before you start
- You need access to the Sydnee team workspace.
- Choose a business name that your team and client will know.
- Your company plan must have room for another active account.
Create the account
- Open the Sydnee home page.
- Select New Account.
- In Create account, enter the client's business name.
- Select Create account.
Sydnee opens the new account when it is ready.
What Sydnee creates
In Sydnee for Healthcare, a new account gets a random ID in its Client URL instead of the business name. In other workspaces, Sydnee creates a unique Client URL from the business name and adjusts it if the address is already in use.
The person who created the account gets access. The company owner also gets access. Team members with the company setting to join new accounts are added too.
Sydnee also prepares the account's starting defaults. This can include a default Task board, a To do section, a default Memo Pad, and the company's default Files folders.
Some default Files may finish copying after the account page opens.
Find work in the account header
The account header keeps the current account and its tools together. Open New for New task, New request, Upload files, or New message when those tools are available. Tasks and uploads open for the current account, and New request starts with that account selected.
New message opens a searchable list of account chats, channels, and people you can message. Choose the exact destination before sending. The portal has its own New menu with actions the client can use.
Open People with access in the header to review clients and teammates or copy the right share link.
What your client sees
Creating an account does not invite a client. A client cannot open it until you add their email in Portal access.
The client will later see the account name, account logo, and the modules and work available to them.
Fix a common problem
You see Upgrade Plan instead of New Account
Your company has reached its active account allowance. Open Company Settings → Billing to review the plan, or archive an account you no longer use.
The account name is wrong
Open the account. Then open Account settings and change Account name.
The new account is not in your list
Clear any account-list search or filter. Then reload the home page. If another team member created it, ask them or the company owner to check your account access.