Sydnee starter guide

This guide will help you set up your portal, get to know the tools, and bring in your first client.

What this starter guide covers

Here's what we'll go through:

• Understand accounts – Keep each client’s work together.
• Brand your portal – Add your logo, colors, and company details.
• Explore your portal tools – Explore Tasks, Files, Requests, Live Chat, and the Service Showcase
• Invite your first client – Set up their account and send an invite..

Why use a client portal?

Give clients one place to share files, follow progress, and talk with your team. Use your own domain to make it feel like part of your business.

With Sydnee, you can:

• Let clients sign in with their email, without a password.
• Keep shared files in one place.
• Keep conversations together in Live Chat.
• Plan work and share updates on task boards.
• Collect information with onboarding forms.
• Show clients the other services you offer.

Start by learning how accounts work in Sydnee.

👉 Next: The basics of Sydnee