Manage your profile and notification preferences

Update your team profile and find the separate email and Live Chat notification controls.

Each team member has their own profile and alert choices. Your changes apply only to you.

Change your profile

Open Personal Settings → Your Profile.
Change your display name, profile photo, or time zone.
Select Save.

Your name and photo show in the team workspace. They can show on tasks, comments, and Live Chat. Your time zone sets your own times. It also sets the end of a Live Chat pause.

Find email notification settings

Open Personal Settings → Email Notifications.

Start with Receive emails from Sydnee under Global Email Delivery. Then choose the messages you want:

Live Chat Emails: turn Email me about new unread live chat messages on or off.
Task Notification Preferences: choose emails for assignments, due-date changes, comments, mentions, and completed tasks.
File Notification Preferences: choose your file email settings.

Some choices can be set by account. For these alerts, turn on the main email switch and the setting for that type of message.

Team invites, sign-in, and security messages use separate delivery rules. They may still arrive when activity alerts are off.

Find Live Chat settings

Open Personal Settings → Live Chat Notifications.

From this page, a team member can:

Choose the starting alert rule for new account chats and channels.
Pause Live Chat alerts for a set time.
Set browser sound and browser notifications on this device.

Direct messages start with alerts on. Each chat can have its own alert setting. Sound and browser alerts apply to the browser you are using.

The pause also stops unread Live Chat email while it is active. To turn unread Live Chat email on or off, use Personal Settings → Email Notifications.

Live Chat can send one email when a conversation becomes unread. Scheduled recap emails are off. For mobile push, allow notifications for the Sydnee Chat app on your device. See the chat alert guide for help.

Your chat settings apply to you. Clients choose their own alerts in the portal. An unread badge can stay on even when sound and email are off.

Fix a missing notification

Confirm the work belongs to an account you can access.
Check the setting for that product area.
For Live Chat, check the conversation rule and any active pause.
For browser alerts, check browser permission and device volume.
For email, check the main email switch, the email setting for that type of message, spam, and company mail filters.

What clients see

Clients do not see a team member's Personal Settings. They manage their own notification settings in the portal.