Set modules, dashboard widgets, and account defaults

Control portal modules, client dashboard widgets, the default File structure, and new-client notification defaults.

Owners and admins manage these company tools. Choose the one that matches the result you need:

Portal modules show or hide an area across the workspace.
Dashboard widgets change the client dashboard layout and labels.
Default File Module gives future accounts a starting folder and file structure.
Client Notifications gives future portal users a starting set of alert choices.

The File and notification defaults help with future setup. They do not replace existing account content or a person's saved choices.

Turn portal modules on or off

Open Company Settings → Features. The page title is Portal Features.
Under Modules, change the switch for Service Showcase, Files, Tasks, or Live Chat.
Review any child switch that appears under the module.
Select Save.
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 Portal 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 → Widget Settings. The page title is Client Dashboard Widgets.
Under Company Default, drag a widget or use its move actions.
Edit its client-facing title or change its visibility.
Select Save.

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.

Check the account layout first: Use Account Overrides → Use company default when an account should return to the shared order. Its earlier custom order is not restored by this action.

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. Reset to Sydnee defaults changes the draft. Select Save to make it live.

Set the starting File structure for future accounts

Open Company Settings → Default File Module.
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 Notifications. Choose the starting Live Chat and task email choices for clients when they join the company.

These are starting values. A client can change their own supported choices later, and later company changes leave existing clients' choices unchanged. Direct-message Live Chat alerts use a separate setting.

Why did a default not update an account?

The Default File Module only copies into new accounts.
Client notification defaults are set when a client joins.
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 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.