Before you start inviting clients, it’s important to personalize Sydnee so it feels like your own.
A little setup goes a long way in creating a branded, professional experience for both your clients and your team.
Step 1: Update Your Profile
Head to your profile settings.
Upload a profile photo.
Confirm your full name - this is how teammates and clients will see you.
Confirm your time zone - we set one for you while registering but be sure you have it set correct. Task due dates rely on this.
Step 2: Confirm Company Information
Head to company settings
Double-check your business name, website, phone number, and timezone.
These details appear throughout the platform and keep everything consistent.
Head to "Brand Logos"
Upload your header logo (displayed at the top of your portals).
For best results, use a transparent PNG.
Add a favicon/logo for browser tabs and bookmarks.
Recommended size: Ideally 512×512 pixels non-transparent for optimal display. Browser tabs, bookmarks, and other locations will display this logo. This is also the icon that appears when clients add your portal to their phone's home screen. Your logo is resized to fill the full icon shape edge-to-edge on Android, iOS, and desktop.
Step 3: Set Your Theme Colors
Go to your accounts list and choose any account. Click the paintbrush icon to open branding.
Pick your brand colors or select from a pre-made template!
Feel free to fine-tune colors to match your exact style so every client portal looks and feels like your own.
👉 Next up: What’s Inside Your Portal