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 defaults. Some work on all accounts now. Others are copied only when a new account or client is made.

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 does not have a company-wide switch on the current Portal Features page. If you cannot find a Requests switch, the control is not missing from your account.

Some child tools can still depend on a plan. The settings page itself is open to all workspaces.

Reorder, rename, or hide client 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 works on all accounts after you save. An account with its own widget order keeps that order. It still uses the company titles and show or hide settings.

Use Account Overrides → Use company default when an account should return to the shared order. Removing an account override cannot restore its old custom order.

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 default File structure

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 does not update an old account. 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 defaults for new 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. They do not replace a client's later personal choices, and later company changes do not rewrite clients who were already added. Direct-message Live Chat alerts are not controlled by the company Live Chat default.

Why did a default not update an account?

The Default File Module only copies into new accounts.
Client notification defaults are seeded 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 staged module change is not live until 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.