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 the address clients see on email from your portal. Owners and admins can set the sender and check sent email. Core and Growth include custom email. Solo uses the managed sender. Free trials without a payment method cannot set up or verify a custom sender. Existing Power Team subscriptions keep custom email. For an older plan, check billing.

Using Sydnee for Healthcare? We send portal updates and login emails for you. Private work stays in the app, and open and click tracking are off. These emails use our Healthcare sender. There's no sending domain to set up. You can still check Email delivery.

For other workspaces, the custom 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

These setup steps are for workspaces without Healthcare safeguards on a plan that includes custom email. A trial started through Checkout uses the chosen plan’s sender access.

If Email sender shows Get Feature, ask the workspace owner to choose a plan with custom email. You can set up and verify the sender once the plan allows it.

Open Company Settings → Email sender.
Select Set up sender, then enter the Sender address.
Select Save sender.
In the DNS setup dialog, copy all three records into your domain provider.
Return to Sydnee and select Verify DNS records.

Use the exact record names and values shown for this company in your workspace. Older help images may show different values.

If DNS setup is not done, the page shows Setup incomplete. Select Finish setup to view the records again. Until setup is done, email uses the default sender.

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 sender. Use View DNS to check its records, or Finish setup if setup is not done. To change the address, select it. A new domain needs a new DNS check.

To stop using the sender, choose Remove sender and confirm. These emails return to no-reply@portalcomms.com after removal.

Review recent email delivery

Open Company Settings → Email delivery. This is delivery history, separate from Email sender.
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.

For the meaning of Successful, Error, and each event, read Email events explained.

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:

Solo	Core	Growth and existing Power Team
7 days	90 days	365 days

The same windows apply to older Core, Growth, and Power Team plans, including Founder and January plans. The plan of the workspace that sent the email sets the window. A free trial without a payment method has 7 days; a trial started through Checkout uses the chosen plan’s 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 → Billing. 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 delivery.
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

In a Healthcare workspace, we send portal updates and login emails for you. Clients sign in to your branded portal to read the details.

In other workspaces, 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.