Sydnee Starter Guide

New tools can feel like a lot at first. This guide walks through portal setup and your first client, one step at a time.

Follow the steps in order. By the end, you will know where to start and what to do next.

What this starter guide covers

• Understand accounts – learn how Sydnee groups work for each client.
• Brand your portal – add your logo, colors, and company details.
• Explore your portal tools – learn about tasks, files, requests, chat, services, and more.
• Invite your first client – add an account, set it up, and send an invite.

Why use a client portal?

A client portal gives each client one place to work with your team. You can:

• Store files and project details so clients can find them later without asking your team.
• Showcase your services inside the portal so returning clients can reach out when they are ready.
• Keep team and client conversations together with live chat instead of searching through email threads.
• Use task boards to plan client work. In a board's Overview, your team can post a status update such as On Track or At Risk. You decide whether clients can see the Overview.
• Send requests to collect files or information, so clients can upload what you need without back-and-forth emails.

This guide is the first step toward making Sydnee the home base for your clients.

👉 Next: The Basics of Sydnee