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Sydnee Client Portals
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Client/team permission settings
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Azure Guineafowl
Feb 22, 2026

We would love to be able to send some client marketing personnel file requests, but not give them full visibility into the whole portal where financial information might live. Being able to have a toggle access at minimum to services, tasks, files, requests. So ideally that user might be able to login to just requests. The client accounting contact would just get Files and Services, etc...

Same structure for team members as well would be great!

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