Sydnee

Can I change the URL slug for an account?

How do I restore an archived account?

How do I archive an account?

To pin an account so it's easy to find every time you open Sydnee, navigate to your accounts dashboard by clicking on this link https://my.sydnee.app, then selecting the three vertical…

How do I pin an account on my account list?

How do I unpin an account?

Retired Activity & Legacy Notifications

Create a clean copy of an existing portal, including selected modules, so you can reuse structure, content, and settings without starting from scratch.

Portal Duplication

How to Preview Your Client Portal 🖥️

How to onboard multiple clients at once

How to use Universal Search in Sydnee

Connor Bearse

Ethan Reichel

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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