Set up a custom email sender and review the email log
Set up a company email address for client emails and check recent delivery records.
Set up a company email address for client emails. Owners and admins can set up the sender and check sent emails. Custom email is included with Core, Growth, and Power Team. For an older plan, check Plans.
The sender is used for emails such as:
- Client sign-in codes.
- Request reminders and completion emails.
- Task updates and due-date reminders.
- File activity emails.
- Emails that share a Deliverable.
Team sign-in and security emails use separate sender rules.
Set up the sender
- Open Company Settings → Email Configuration.
- Under White Label Email Configuration, enter the Email Address to Send From.
- Save the address.
- Open Domain Authentication and copy all three DNS records into your domain provider.
- Return to Sydnee and select Verify DNS Records.
Use the exact record names and values shown in your workspace. Use the values for this company. Older help images may show different values.
After DNS is found, setup can take additional time. Until it is ready, these emails use no-reply@portalcomms.com.
Your company name appears beside the sender address. Keep using your email provider to manage the mailbox.
Update or remove the sender
Open Company Settings → Email Configuration and select Manage DNS to review the records. Use Remove to stop using the custom sender. These emails return to no-reply@portalcomms.com after removal.
Review recent email delivery
- Open Company Settings → Email Log. The page title is Email History.
- Filter by delivery status and email type.
- Select an email row to open its details.
- Review the recipient, subject, send result, and provider event history.
Successful means the email was handed to the delivery provider. A later event can say delivered, held, bounced, dropped, opened, or clicked. Delivery, an open, or a click does not prove that a person read or acted on the message.
Some test and security email is not shown here.
How much email history can I view?
Your workspace plan sets how far back you can view email delivery history:
| Core | Growth | Power Team |
|---|---|---|
| 7 days | 90 days | 365 days |
The same windows apply to older Core, Growth, and Power Team plans. The plan of the workspace that sent the email sets the window.
Sydnee stores email history for 365 days on all plans. This includes the message and its send details. An upgrade opens more of the history still stored. A downgrade shows the shorter window again.
Deleted records stay deleted. For example, deleting a Request can remove its email records. Older records may be gone if they were deleted before this storage change. An upgrade can show only the records still kept.
To view plans, an owner can open Company Settings → Plans. Other team members can ask the owner for more days of history.
Why is my sender not verified?
- Confirm that all three DNS records are present.
- Check for an extra space or missing character.
- Check that each record uses the right host.
- Remove a record with the same name that conflicts.
- Wait for your DNS provider to publish the change.
- Then select Verify DNS Records again.
- Some providers add the main domain on their own.
- In that case, enter only the host Sydnee shows.
Why did an email not arrive?
- Find the message in Company Settings → Email Log.
- Open it and read the latest provider event.
- Confirm the recipient address is right and the user's email setting allows that message.
- Ask the recipient to check spam or company email filters.
- If the event shows a bounce, block, drop, or repeat error, contact support. Include the time, recipient, email type, and shown event. Never send passwords or sign-in codes.
What your client sees
Clients see your verified address and company name on the emails listed above. After setup, send a test sign-in code and Request reminder. Check the sender and portal links.