July 3, 2024

Add External Links to Your Accounts (Global & Client Specific)

Posted by Connor Bearse

We are excited to announce a handy new feature (and much requested) for Sydnee Client Portals!

You can now add external links to the navigation menu within your account portals.

Adding External Links

Our latest update allows you to seamlessly integrate external resources by adding links directly to your navigation menu.

Whether it’s a helpful resource, an external tool, or any other relevant link, you can ensure your users have quick access right from their portal.

How It Works

  1. Add External Links: Easily add any external link to the navigation menu. Hit the little plus in the navigation menu in any of your accounts and choose “External Link”
  2. Global or Specific: Choose to set these links as global (visible across all accounts) or specific to a single account, providing tailored navigation for different users.
  3. Reorder Navigation Items: Customize the order of navigation items to prioritize the most important links, ensuring a user-friendly experience.

Benefits

  • Enhanced Accessibility: Provide users with direct access to essential external resources, improving their overall experience.
  • Customization: Tailor the navigation menu to fit the specific needs of your clients or team, making the portal more intuitive and efficient.
  • Flexibility: Reorder navigation items to highlight the most important links, creating a navigation flow that suits your preferences.

We are confident this update will help you create a more customized and efficient client portal experience.

As always, we value your feedback and are committed to enhancing Sydnee Client Portals to better serve your needs.

Thank you for choosing Sydnee Client Portals!

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Try Sydnee Client Portals Today

  • R Built in task manager
  • RShowcase your services to your clients
  • ROnboard and collect information with requests
  • RStore, organize and share all your files with cloud storage
  • REmbed tools like Calendly, Figma, Loom, Google Looker Studio and more
  • RUse your own domain and logo for full white labeling
  • RUnlimited users for each of your portals
  • RUpdate the colors of the entire portal