Let's start with the foundation of Sydnee - accounts and how your clients access Sydnee.
What is an Account
An Account in Sydnee is your private portal for a client. Think of each account as its own workspace where you and your client can collaborate.
You can add unlimited users to an account - whether it’s your client, their team, or your internal staff.
Each account acts like a sandbox. Everyone who’s added to the account can see almost everything inside it - barring a few specific scenarios like private requests.
Backend View vs Portal View
When you use Sydnee as the admin, there are two distinct views you’ll need to know:
Backend View
The backend view is what you see as an admin. It’s your workspace for managing all of your client portals in one place. From here, you can:
Create new accounts and switch between them
Use the power task view to see all tasks across clients and build task templates
Participate in live chats with clients
Create, send, and manage requests - including saving reusable request templates
When you click into a specific account, the layout is intentionally almost identical to the client’s portal view. We call this the "Portal View".
The reason behind this is so you can step into their shoes and experience the portal as they do - but with access to these extra admin tools.
Portal View
Our biggest frustration with other client portal tools was how hard it was to figure out what our clients would see when logging in. This has driven our core principle behind the "Portal View".
This is as close as possible to what your client sees when logging in. It’s branded, clean, and designed to represent their own portal.
You’ll know you’re in Portal View when you see the large gradient header with the account name in the top left.
From there, everything - navigation, widgets, layout - is displayed exactly as it appears to your clients (minus permissions like editing or inviting).
No confusion. No second-guessing. Just a clear, accurate view of what your client sees when logging in.
How Your Clients Log In
Add the client to an account
Open the account, then click on Portal Access → Invite. Type in their email address and name. Their email is how they will access the portal moving forward.
They log in anytime through your unique, branded Portal URL
Once added to an account, your client can access their portal using just their email address. No passwords to remember or sending over another username/password combo to your clients.
How Your Team Logs In
Working with your team is a little different. Team members always log in through Sydnee.app, which gives them access to the backend tools.
Here’s how to set them up:
Add team members
Open my.sydnee.app/team and click Add Team Member.
Choose their accounts
Select which client accounts they should have access to. You can add them to one, several, or all at once.
They log in via Sydnee.app
Once accepted, they can switch between accounts, manage tasks, support clients, and use admin tools like requests and live chat.
Now that you understand accounts and team access, the next principle is making sure your portal is set up to represent your brand.
👉 Next: Make Sydnee Yours