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.
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: 128×128px square.
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