Add custom pages, embeds, and external links
Put compatible third-party content or a web link in client portal navigation.
Add a custom portal page when a client should use third-party content inside the portal. Add an External Link when the tool should open in a new browser tab.
These options are generally available. Manage them from the team app for a client account you can access. The third-party provider still controls its content, sign-in, sharing, cookies, and uptime.
Who can manage custom portal items?
Use an Owner or Admin when you need every page action. Some team members with account access can see the + flow. The item menu can still be limited to Owners and Admins. If a control is missing, ask an Owner or Admin to make the change.
Choose an embed or an external link
Use an embedded page when the provider gives you compatible embed code for a form, video, report, design, booking page, or dashboard.
Use an External Link when the provider blocks embedding, works best in its own tab, or requires a full-site login.
An embed is not a native integration. It does not sync records, share sign-in, or send data between Sydnee and the provider.
Add a custom portal page
- Open a client account in the team app.
- Select the + beside portal navigation. You can also open a navigation item's menu and select Add Tab.
- Choose a provider or Custom Embed.
- Enter a client-friendly Title. The limit is 60 characters.
- Paste the provider's published Embed Code.
- Turn on Make Global only if the page should appear in every account.
- Select Create.
The current picker has setup paths for Calendly, Asana, YouTube, Typeform, Vimeo, Monday, Loom, Google Looker Studio, Airtable, Figma, and ClickUp. These names are shortcuts and instructions, not native integrations.
Use Custom Embed for other trusted, compatible embed code.
Sydnee shows custom content in a restricted frame. This does not remove the provider's own limits. A provider can still block the page, require a login, or stop a feature from working inside a frame. Test each page before clients use it.
Add an external link
- Open Add Tab and choose External Link.
- Enter the navigation Title.
- Enter the full Link, including
http://orhttps://. - Turn on Make Global only when the same link is right for every account.
- Select Add Link.
The link opens in a new browser tab. It does not display inside Sydnee.
Edit and size an embedded page
Open the custom page and select Edit Page. Embed Settings lets you change:
- the title and whether it appears on the page;
- a short description;
- the embed code;
- compact, standard, or custom desktop height;
- compact, standard, or custom mobile height;
- custom desktop width;
- page background and border colors; and
- whether the page is global.
The title can be up to 60 characters. The description can be up to 120 characters. Select Save after checking both desktop and mobile views. If you close with unsaved changes, Sydnee asks before it discards them.
Older custom pages may use a read-only legacy viewer and may not have the same editor controls.
Reorder or remove a custom item
Open the item's menu and select Reorder. Drag the custom items, or use their movement actions, then select Save Order.
Built-in portal items stay fixed. You can reorder custom pages and external links around the allowed custom positions.
Use Delete Tab to remove a custom item. Deletion cannot be undone.
Use global pages safely
Make Global puts the same navigation item in every client account. It does not change permissions in the third-party tool.
Before saving a global page, make sure its provider content is safe for every client. Do not paste private tokens, administrator links, passwords, or client data that the provider exposes to the wrong audience.
What your client sees
An account-specific page appears only in its account. A global page appears across accounts.
The client sees the custom title in portal navigation. An embedded page opens inside the branded portal shell. An external link opens a new tab. Clients do not see Sydnee's page editing controls.
Fix a common problem
Add Tab is missing: make sure you are in the team app and can access the client account. Try the + beside portal navigation or open a navigation item's menu. If neither control appears, ask the teammate who manages your portal setup.
The embedded page is blank or says it cannot connect: the provider may block frames, require a paid embed option, need its own login, or reject the code. Use the provider's published embed code. If it still fails, use an External Link.
The wrong clients can see a page: turn off Make Global for account-only content. Also check the provider's own sharing rules. Sydnee account scope does not create provider permissions.
The page is too short or hard to use on a phone: open Edit Page and change both Desktop Size and Mobile Size. Test the real client portal after saving.
Changes disappeared: select Save before closing Embed Settings. Older legacy pages may not support the current editor.