Invite clients and manage account access

When you're ready to bring people into a client account, open People with access in the header or Portal Access → Manage on the dashboard. Add clients so they can open the account through your branded portal, and add teammates who need to work in the account from Sydnee. Access is separate for each account, so adding someone here doesn't give them access to another one.

Before you start

• You need team access to the client account.
• You need the client's name and email address.
• Prepare the portal before sending the invite, or leave the email notice off until it is ready.

Invite a client

1. Open the client account.
2. Open People with access in the header.
3. Select Invite client in the Clients group.
4. Enter the client's Name and Email address.
5. Leave Notify them by email on to send an invite now.
6. Add a Personal note if it helps.
7. Select Send Invite.

If you turn Notify them by email off, select Add Client. The person gets portal access, but Sydnee does not send an email.

The new client appears under Clients in Portal access.

Give one client access to more than one account

Repeat the invitation steps in each account and use the same email address. After sign-in, the client can choose from the active accounts connected to that email.

Access stays separate for each account. Removing the client from one account does not remove them from the others.

Give a team member account access

Workspace owners and admins can give a current team member access to this account. They can also prepare access for a person who already has a pending team invitation.

1. Open People with access in the header.
2. Select Add team member in the Team members group.
3. Search for the person. Current teammates appear under Team members. Someone you already invited who has not accepted yet appears under Pending invites.
4. Select one or more people.
5. Select Add Team Members.

Current team members appear under Team members and can open the account in the team workspace. Their team role stays the same.

A pending invitation appears with a Pending Invite label. Its team invitation stays active. When that person accepts the team invitation, Sydnee gives them access to each assigned account that is still active.

Invite a new team member from this account

If the person is not yet a team member and does not have a pending invitation, start from the same picker:

1. Select Invite Brand New Team Member.
2. Enter the person's email address.
3. Choose their account access, including the current account.
4. Send the invite.

The pending invitation counts toward the workspace's team-seat limit. The person gets access to each selected account that is still active when they accept the team invitation.

Resend a client invite

1. Under Clients, open the person's actions menu.
2. Select Resend invite email.
3. In Resend Invite, select Resend Invite.

Sydnee sends the current portal invitation again.

Remove a client's access

1. Under Clients, open the person's actions menu.
2. Select Delete user.
3. In Delete User, select Remove User.

The person can no longer open this account. The account and its work stay available to people who still have access.

Remove an internal team member

Only the company owner sees the current Remove team member action for another internal teammate.

1. Under Team members, open the person's actions menu.
2. Select Remove team member.
3. Confirm Remove Team Member.

The teammate loses access to this account, but stays on your company team.

Remove a pending team invite from this account

Workspace owners and admins can remove an account assignment before the person accepts the team invitation.

1. Under Team members, find the row marked Pending Invite.
2. Open its actions menu.
3. Select Remove from Account.
4. Confirm Remove from Account.

This removes only that account assignment. The team invitation remains active, and access to other assigned accounts does not change.

Share the right account link

Open People with access in the account header. Use Client link for a client's branded portal, or Team link for a teammate's Sydnee workspace. A Client link appears after the account has a client.

When shared from a task board or task, the client link keeps the board or task destination and view where supported. A link still checks the recipient's access; it doesn't invite someone or unlock hidden work. Review client visibility before sharing.

The panel separates Clients and Team members. A green activity ring means activity within the past 30 minutes. Live Chat has its own online status. Profile cards show a teammate's local time, a client's last-seen activity, and a Message action where available.

What your client sees

An emailed invite tells the client that access was granted and links to the company portal. The current portal sends a six-digit email code for sign-in.

Account access is the first layer of access. Files, Tasks, Requests, Services, custom pages, and Live Chat can have their own visibility rules.

Fix a common problem

This email already has access

Search the Clients list for the email. Resend the invite instead of adding the same person again.

The client did not get the invite

Check the email spelling, then select Resend invite email. Ask the client to check spam or junk mail too.

The client signed in but cannot see this account

Check that the client is listed under Clients in this account, the email matches the address they used, and the account is active. Then ask the client to sign out and start again from the correct company portal.

The client opted out of email

The access list shows a warning. Login codes still arrive, but other email notices are off. The client can change email choices from Notifications in the portal.

Next step

• Help clients sign in through a browser