Set modules, dashboard widgets, and account defaults
Control portal modules, account dashboards, starting Files and Memo Pad content, and client alert defaults.
Owners and admins manage these company tools. Choose the one that matches the result you need:
- Features show or hide tools for your team and clients.
- Dashboard changes account-dashboard widgets for the team and clients.
- New account templates gives future accounts starting Files and Memo Pad content.
- Client notification defaults sets client chat and task alert defaults.
Dashboard and New account templates are sibling pages under Accounts. Dashboard edits affect current accounts. Templates supply starting content for future accounts.
For your own team dashboard, add Unread Activity and review notices. The client widget settings below are separate.
Turn portal modules on or off
- Open Company Settings → Features.
- Change the switch for Service Showcase, Files, Tasks, or Live Chat.
- Review any child switch that appears under the module.
- Select Save Changes.
- Sydnee reloads the page after it saves.
The page also has child switches. They cover Active Service Tickets, File comments and versions, and portal Live Chat access. A child tool cannot run while its parent module is off.
Requests has its own settings. Use them to publish a request and choose who can see it. Requests is not listed on Features.
Some child tools can still depend on a plan. The settings page itself is open to all workspaces.
Set the shared client dashboard widgets
- Open Company Settings → Dashboard.
- Under Widgets, drag a widget or use its move actions.
- Edit its client-facing title or change its visibility.
- Select Save Changes.
The company default applies after you save. An account with its own widget order keeps that order, while still using the company titles and show-or-hide settings.
A widget can still stay hidden when its module is off. It may also hide when it has no data or the client lacks access. Restore Sydnee defaults… changes the draft. Select Save Changes to make it live.
Set the starting File structure for future accounts
- Open Company Settings → New account templates. Select Edit template beside Files.
- Build the folders and add the files you want every new account to start with.
- Rename, move, sort, or remove items as needed.
- Wait for the saved confirmation after each change.
The setup is copied into each new account. A later change leaves existing account Files unchanged. Edit that account's Files area when it needs a new setup.
Memo Pad has its own default and bulk-update workflow. The default is copied only to new accounts. Use Bulk Update Memo Pads when you need to replace Memo Pad content on selected existing accounts. Set Memo Pad defaults and update many accounts.
Set starting notification choices for future clients
Open Company Settings → Client notification defaults, under Communication. Changes save as you make them.
- Live Chat sets the starting alert rule when a client is first added to an account. Later edits leave existing client chat preferences unchanged. Direct messages start with alerts on.
- Tasks sets the choices used until a client saves their own task preferences. An edit can affect existing clients who still use Portal default. A client with Custom choices keeps them.
Clients can manage their own Portal notification preferences. These defaults leave team members' personal settings unchanged.
Why did a default not update an account?
- Files and Memo Pad templates only copy into new accounts.
- Chat defaults are set when a client joins; task defaults apply until customized.
- A dashboard may have an account-specific widget order.
- A module, data rule, or client permission may hide a widget.
- A module change is live after you select Save Changes and reload.
What your client sees
Clients see only enabled modules and allowed content for their account. They see client-facing widget names, not the company settings controls.