Manage your profile and notification preferences

Each team member has their own profile and alert choices. Open the account menu and choose Personal settings to start at Profile. These controls apply to your own login.

Use settings search to find a page or a section, such as time zone or email delivery.

Change your profile

1. Open Personal Settings → Profile.
2. Under Personal details, change your full name or profile photo.
3. Select Save Changes.

Your name and photo can show on tasks, comments, and Live Chat. Your email address is read-only here.

Below your details, Personalize Sydnee links to your other settings. Save or cancel a profile draft before using those shortcuts. Pending company invites appear below them when you have any.

Set your time zone and app preferences

1. Open Personal Settings → Preferences.
2. Choose your time zone under Time & region.
3. Select Save Changes.

Your time zone sets your own times. It also sets the end of a Live Chat pause.

Desktop sidebar and Task completion celebrations are on this page too. Those choices take effect right away in the browser you are using. They can differ on another device.

Find email notification settings

Open Personal Settings → Notifications. It has three views:

Expand

In Activity, start with Receive emails from Sydnee under Email delivery. Then choose the task, file, and status alerts you want. These choices save as you change them.

Turning email delivery off keeps your saved preferences and in-app alerts. The email opt-out is tied to your email address, so it can affect activity email across Sydnee workspaces and branded portals using that address. Sign-in codes and security messages use separate delivery rules.

In-app choices remain separate from email choices. Reactions have in-app alerts. Learn who receives status conversation alerts.

Find Live Chat settings

Open Personal Settings → Notifications → Live chat.

From this view, a team member can:

• Choose the starting alert rule for new account chats and channels.
• Pause Live Chat alerts for a set time.
• Turn Unread message emails on or off.
• Set sound and browser alerts on this device.

These choices save as you change them. Direct messages start with alerts on. Each chat can have its own alert rule.

A pause also stops unread Live Chat email while it is active. Live Chat can send one email when a chat 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.

Set alerts for one account

1. Open Notifications → Accounts.
2. Search for an account and select its name or avatar.
3. Change Client-created tasks, Task updates, Client uploads, or Comments and versions.
4. Select Done to close the editor. Each switch saves as it changes.

Mentions and reminders have separate rules. Account choices still depend on your access and the other email settings.

Fix a missing notification

1. Confirm the work belongs to an account you can access.
2. Check Activity and any Accounts choice for that alert.
3. For Live Chat, check the conversation rule and any active pause.
4. For browser alerts, check browser permission and device volume.
5. For email, check email delivery, the alert's email switch, spam, and company mail filters.

An unread badge can stay on when sound and email are off.

What clients see

Clients manage their own settings under Notifications in your branded portal. They do not see a team member's Personal Settings.

Email delivery sits above the Tasks, Live Chat, and Files tabs. The switches save as they change. The tabs include the client's own task, chat, file, and in-app choices. Task and status reaction alerts use in-app switches.

Turning off Receive emails from this portal opens Stop all emails?. Confirming stops activity email for that email address. This can affect other Sydnee workspaces and branded portals using the same address. In-app preferences stay saved, and login codes still arrive. The client can turn email delivery on again from this page.

In Tasks, Portal default means the client still uses your company task defaults. Custom means they saved their own choices. Reset to portal default returns task choices to the current company defaults.

Company-wide client notification defaults are separate from your personal choices and each client's saved choices.

Next step

• Manage optional tracking in Privacy
• Review Activity and unread notices
• Set Live Chat notifications
• Change your password and use MFA