Help clients sign in through a browser
Show a client how to open your branded portal in a browser, use an email code, and switch accounts.
Clients use your branded portal in a web browser on a phone, tablet, or computer. They sign in with an emailed code instead of a portal password.
Send clients your company portal link. They should save or bookmark that link so they return to the right branded portal. They sign in with an email code, not a portal password, and they do not see Sydnee branding.
Open the portal in a browser
Tell the client to:
- Open your company portal link in their browser.
- Check that the page shows your company name and branding.
- Bookmark the page if they want to return directly later.
Have the client open the saved portal link in a browser when they return.
Sign in with an email code
Tell the client to:
- Open your company portal link in a browser.
- Enter the email address that has portal access.
- Select Next.
- Open the email with the six-digit code.
- Select the button in the email to complete sign-in without typing the code.
The client can also enter the code under Enter your 6-digit code and select Login. The code works once and expires after the time set under Company Settings → Client Portal Security.
If the email belongs to one active account, the portal opens that account. If it belongs to more than one, the portal opens Choose an account. The branded portal is the sign-in entry point; each account in the list is a separate private client workspace.
For privacy, the first screen does not tell the client whether an email address has portal access.
Change the email before you finish
Ask the client to select Change Email on the code screen, enter the correct email, and request a new code.
Choose an account after sign-in
On Choose an account, the client selects the client workspace they want to open. The list is sorted by account name.
If no accounts appear, check whether the client's access was removed or each linked account is unavailable. Confirm the client under Portal access.
Switch accounts inside the portal
If the client can use more than one account, ask them to select the current account name in the portal header and choose another account from the list.
The portal tries to open the same area in the other account. That area may be missing if the other account does not use it.
Log out
Ask the client to open their profile picture and select Log out.
If a session expires, the client signs in again with a new code. Company owners and admins can also review and end client portal sessions.
What the team should check
The team should confirm:
- the client is listed under Clients in Portal access
- the email spelling matches the address the client enters
- the client account is active
- the client is using your company's portal URL