Set modules, dashboard widgets, and account 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.

You'll find Dashboard and New account templates 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

1. Open Company Settings → Features.
2. Change the switch for Service Showcase, Files, Tasks, or Live Chat.
3. Review any settings shown under the feature.
4. Select Save Changes.

Most changes save in place and keep the settings you expanded open. Turning off a whole module reloads the page after the save succeeds.

The settings under each feature cover Active Service Tickets, File comments and versions, portal Live Chat access, and Allow portal users to create new tasks. Each tool needs its main feature turned on to work.

The task-creation choice needs to be on in both the company and the client account. Turning only creation off keeps existing tasks available. Choose whether clients can create tasks.

Requests has its own settings. Use them to publish a request and choose who can see it. Requests is not listed on Features.

Some of these tools also depend on your plan. The settings page itself is open to all workspaces.

Set file display defaults

These choices apply to Files across your company's accounts and client portals.

1. Open Company Settings → Features and expand Files.
2. Set Thumbnail fit to Fill or Contain. Fill crops an image to the card edges; Contain shows the whole image.
3. Set Preview backgrounds to Light, Neutral, or Dark for galleries and file previews.
4. Set Default image preview to Optimized or Original. This controls images in the full-size viewer; gallery thumbnails still use their normal previews.
5. Select Save Changes.

Before you've chosen a background, the page shows Default backgrounds. Galleries use Neutral and file previews use Dark. Choosing a color sets it for both.

A file can have its own background or image choice. Files set to Inherit use these company defaults. To set one file's opening zoom and position, use File settings.

Watch the background walkthrough to see a workspace default and a different background for one file.

If the display settings fail to load, choose Try again. If saving fails, keep your draft and retry after checking the message on the page.

Set the shared client dashboard widgets

1. Open Company Settings → Dashboard.
2. Under Widgets, drag a widget or use its move actions.
3. Edit its client-facing title or change its visibility.
4. 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

1. Open Company Settings → New account templates. Select Edit template beside Files.
2. Build the folders and add the files you want every new account to start with.
3. Rename, move, sort, or remove items as needed.
4. Wait for the saved confirmation after each change.

Expand

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.
• Feature changes take effect after Save Changes succeeds. Turning off a whole module also reloads the page.

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.

Next step

• Manage your profile and notification preferences
• Set Live Chat notifications