Skip to content
Docs

Manage the account list

Pin, rename, archive, and restore client accounts without losing track of active work.

Use the account list to keep active clients easy to find. Archive an account when the client relationship is no longer active.

Pin or unpin an account

Pins are personal. They change your account list, not anyone else's list.

  1. Open the Sydnee home page.
  2. Open the account's options menu.
  3. Select Favorite (Pin to Top).

The account moves into your favorites at the top. To undo this, open the menu and select Remove from Favorites.

Change an account name or Client URL

  1. Open the account's options menu.
  2. Select Account Name & Logo.
  3. Change Account name if needed.
  4. To change the Client URL, select Unlock and edit the last part of the address.
  5. Select Save Changes.

The Client URL uses lowercase letters, numbers, and hyphens. Sydnee removes unsupported characters and makes the URL unique if needed.

If you change the Client URL, Sydnee opens the account at its new team-app address.

Changing the URL can sign clients out and break old links. Send the new portal link to the client.

Archive an account

  1. Open the account's options menu.
  2. Select Archive Account.
  3. In Archive account?, select Archive Account again.

The account leaves the active account list. Clients cannot use an archived account to sign in or open its work.

Archiving does not delete the account. Owners and admins can restore it later.

Restore an archived account

  1. Open Company settings → Manage Accounts.
  2. Select Archived Accounts.
  3. Find the account.
  4. Select Restore.
  5. In Restore Account?, select Restore Account.

The account moves back to Active Accounts.

Your plan needs an open active-account slot. If you see Upgrade to Restore, the plan does not have enough room for the account.

What your client sees

Pinning changes nothing for a client. Renaming the account changes the name they see. Changing the Client URL changes the link they use.

An archived account is unavailable to the client. A restored account can be used again by people who still have access.

Fix a common problem

The archived account is missing

Only owners and admins can open Company settings → Manage Accounts. Select Archived Accounts and clear the search box.

Copy the current portal link from Portal access and send it to the client. Ask them to use the new link instead of an old bookmark.

Next step

Create a client account

Create the shared account where your team will manage one client relationship.

Duplicate or bulk create

Copy a proven account setup or add up to 20 new client accounts in one batch.

On this page

Pin or unpin an accountChange an account name or Client URLArchive an accountRestore an archived accountWhat your client seesFix a common problemThe archived account is missingA client has an old linkNext step