Set company details, branding, and portal domain

Add your company details, logos, portal colors, Sydnee subdomain, and custom domain.

Owners and admins can set one company identity for the whole client portal. This page covers two different jobs:

Company identity: company details, logos, and portal colors.
Portal address: the Sydnee subdomain or a custom domain.

A custom domain and other white-label tools depend on the workspace plan.

Add your company details

Open Company Settings → Company Info.
Enter the company name, website, phone number, and workspace time zone.
Select Save.

The company name and website can appear in the portal footer. The workspace time zone is used by supported company-wide schedules and dates.

Set your logos and portal colors

Open Company Settings → Branding.
Add a Portal Logo for the portal header, desktop sign-in page, and automatic link previews.
Add a Logo for Light Backgrounds for downloaded Request PDFs.
Add an App Icon for browser tabs, bookmarks, home screens, supported installed apps, and Sydnee company navigation.
Choose Templates or set the Brand Color, Hero Text Color, Gradient Start, and Gradient End. You can also adjust Gradient Position and Gradient Angle.
Check the Portal, Sign-In, Request PDF, Link Preview, and Icon previews. Use the desktop and mobile preview controls where they are available.
Select Save Changes.

The Branding page stages the logo, icon, and color changes until you save them. Revert or Undo cancels one staged asset change. Leaving with unsaved changes opens a confirmation.

Use a clear, square image at least 512×512 for the App Icon. The crop step lets you fit and position the artwork inside the square. Use Show Android safe area in the Icon preview to check the artwork that Android guarantees will remain visible. Browsers and devices may still apply different masks or backgrounds.

Each branding image can be up to 8 MB. Sydnee accepts PNG, JPEG, GIF, WebP, SVG, and ICO images. A transparent PNG or SVG with a wide layout works best for Logo for Light Backgrounds.

The Sign-In tab shows how the shared Portal Logo and colors appear on the sign-in page. It does not add separate sign-in settings. If no Logo for Light Backgrounds is saved, downloaded Request PDFs omit that logo.

Saved branding is shared across the workspace portal. A client account's own logo is separate from the workspace Portal Logo.

Change your portal address

Open Company Settings → Domain. The page title is Portal Domain.
Open Sydnee subdomain.
Enter an available name using lowercase letters and numbers. It must be more than three characters long.
Select Save & Update.

The new address uses the form yourname.sydnee.app. Test the new portal address after the change and share it with clients who use the old one.

Connect a custom portal domain

Use a domain you own. A dedicated subdomain such as portal.example.com is often the simplest choice, but an apex domain can also be accepted.

Open Company Settings → Domain. The page title is Portal Domain.
Open Connect a custom domain.
Enter the full host name without https:// or a path.
Add the DNS record Sydnee shows. A subdomain normally uses a CNAME record. An apex domain normally uses an A record.
If Sydnee asks you to prove ownership, add the shown TXT record and select Verify TXT record.
Return to the domain page until the custom domain shows as configured.

DNS changes can take up to 24 hours to reach every network. The first portal visit after setup can take longer while the secure connection is prepared.

Why is my domain not verified?

Make sure the host name has no https://, slash, or page path.
Copy the DNS name and value exactly as Sydnee shows them.
Remove a conflicting record for the same host.
Wait for DNS to update, then try verification again.
Confirm the domain is not already connected to another workspace.

Keep a working portal address: Leave the Sydnee subdomain in place while you troubleshoot a custom domain. If the custom domain still does not verify after 24 hours, contact support with the domain and a screenshot of the DNS records. Never send your domain-provider password.

What your client sees

Clients see the saved company identity at the portal address they use. Branding changes the portal's look. It does not change a client's account access or permissions.