We are thrilled to announce an exciting new feature for Sydnee Client Portals: the ability to invite and add your team members! This enhancement is designed to make collaboration easier and more efficient for you and your team.
How to invite a team member
Navigate to the "Team" area by clicking on your profile picture at the top right and selecting "Team"
Click "Add Team Member". If you do not see this you may not be the owner of the team. Only team owners can invite new team members.
Select which accounts they should be added to
Click "Finish and Send Invite"
An email will be sent to them letting them know they have a pending invite.
When they have accepted, you will receive an email letting you know the invite has been accepted
How to remove a team member
To remove a team member you must be an account owner
Navigate to the "Team" area by clicking on your profile picture at the top right and selecting "Team"
Select the three vertical dots at to the top right of the team member you wish to remove
Select "Remove Team Member"
Confirm their removal
How to revoke a team member invite
Navigate to the "Team" area by clicking on your profile picture at the top right and selecting "Team"
Select the three vertical dots at to the top right of the invite
Select "Delete Invite"
Confirm the deletion
How to resend a team member invite
Navigate to the "Team" area by clicking on your profile picture at the top right and selecting "Team"
Select the three vertical dots at to the top right of the invite
Select "Resend Invite"
Confirm the deletion
How to add a team member to an account
Navigate to any of your accounts and on the dashboard in the "Portal Access" area, click "Invite"
At the bottom click "Add Team Members"
Select which team members to add (Please note you can only add team members who have already accepted an invite to be apart of your team)
Click "Add Team Members" and wait for a confirmation
How to choose whether or not team members are automatically added to every new account
Navigate to the "Team" area by clicking on your profile picture at the top right and selecting "Team"
Select the three vertical dots at the top right of a team member, and click
Choose "Settings"
On the pop up, choose whether this team member will be "Added to all new accounts" or "Manually added to each account"
Select "Save"
