Collaborators & Permissions | SideDrawer

This article is for: All SideDrawer Users
Some elements are only relevant to SideDrawer Console Users

What Is a Collaborator?

In the SideDrawer platform, anyone with access to a drawer is a Collaborator.
This includes clients, advisors, administrators, clients' loved ones, and third-party professionals like the client's lawyer or accountant.

Someone can be a Collaborator on one or more drawers, on one or more Records/folders within a drawer, or on a combination of drawers and Records.

Collaborators can also have different permissions, meaning they can have different kinds of access in different drawers or Records.

Collaborators' access is defined by two elements, working in combination:

Permission Scope - defines where the Collaborator has access
(entire drawer, one Record, one subfolder, or a combination)
Permission Role - details what the Collaborator can do in SideDrawer
(edit Records, view and download files, delete files, invite other users)

Every drawer can have an unlimited number of Collaborators - as a client, you may not have the permission to directly grant or manage access, but you can always talk to your advisor or manager if there are other individuals who you want to invite to your SideDrawer.

SideDrawer's mission is to help you protect and organize your important files, and sometimes that also involves sharing your files with the right people.

You can use the Collaboration permissions to invite clients, family members, and third-party users like accountants or lawyers to access your SideDrawer, or specific Records and Folders.

Collaboration Examples & Experience

Example:

Jasmine is a client of a financial advisor, and gets invited to her own drawer, called 'Jasmine Financial.'
Here she has access to the entire drawer - all Records, files, and Info Requests - and is able to read, download, and upload files.
This is the Contributor permission (we'll get to permission roles in a little bit), at the SideDrawer level, so we would say she has SD Contributor access on this drawer.

Jasmine also has been invited to one folder in her parents' personal SideDrawer, where they keep their will.
For the purposes of this example, the drawer is called 'Jasmine Parents.'
Here she has access only to one Record, called Will, and she only has permission to read documents, not to upload or edit.
This is the Viewer permission (more details in the Permission Roles section below), at the Record level, so we would say that Jasmine has Record Viewer access on her parents' SideDrawer.

When Jasmine logs into her SideDrawer account, both drawers will appear in her drop-down list of available drawers, letting her toggle between them:

In this example, Jasmine is a Collaborator on both drawers, Jasmine Financial and Jasmine Parents, but with different Permission Scope in each (drawer-level access, Record-only access) and with different Permission Roles in each (Contributor, Viewer).

The SideDrawer platform lets you add a wide variety of Collaborators to any drawer: internal teams, advisors, clients, clients' family, contacts, or loved ones, third-party professionals.
The combination of Permission Scope and Permission Role lets you give very broad or very targeted access, with tailored permissions, as needed, to ensure that the right people have the right access to the right materials.

SideDrawer Experience: Administrator
Multiple Drawers + Console
As an administrator of a SideDrawer environment, you will typically have Collaborator access on multiple drawers, or even on all the drawers in your environment.
You will also have an admin role (Tenant Owner, Tenant Manager, or Brand Manager), giving you access to your environment's SideDrawer Console.

SideDrawer Experience: Advisor
Multiple Drawers
As an advisor or manager, you don't need access to back-office Console space, but you'll usually have high-level access to multiple drawers, which may include client drawers and internal (non-client-facing) drawers as well.

SideDrawer Experience: Client
One Primary Drawer
As a client, like Jasmine in the example above, you'll likely have one main SideDrawer that has been provided by the business that invited you.
You may have access to additional drawers as well, if you have relationships with different businesses using SideDrawer, or with other SideDrawers clients, the way Jasmine was also invited by her parents.

SideDrawer Experience: Third-Party Professional
One or More Drawers, Record-Level Access

As a third-party professional like an accountant or lawyer, you may be invited to multiple clients' drawers, usually with access to only 1-2 Records in each drawer.
You'd also expect to have limited permissions, since you're more likely to need to view and download files than to upload or edit.

Permission Scope

Permission Scope defines the areas of a drawer that the Collaborator can access.

SideDrawer Access:
This Collaborator's permission relates to the entire drawer, so they have the same level of access (Permission Role) across all Records in the drawer.
Drawer-level access is ongoing, so it includes all Records in the drawer today, as well as any Records that may be created later on.

Collaborators with drawer access can use drawer-level features, such as Info Requests, Simple File Requests, and Share File.

The bar at the bottom shows that this is drawer-level access - the drawer name, Jasmine Financial, is the same in the access bar as in the drawer heading at the top.
Jasmine's listing in the middle bar shows her permission as SideDrawer Contributor: SideDrawer is the scope, telling us that she has drawer-level access, and Contributor is the permission role, as described in the next section.

Note 1: Permissions are inherited - Jasmine's Contributor permission at the drawer level automatically grants Contributor permission on all Tiles, Records, and folders, as seen below:

Note 2: Permissions are colour-coded -
Gray: no permission has been assigned yet
Red: Editor-type permissions (Editor or Contributor)
Green: Viewer-type permissions (Viewer, Observer, or No Details)
Record and Folder Access:
This Collaborator's permission relates to one specific Record or Folder within the SideDrawer, so their level of access (Permission Role) applies to that Record.
Collaborators with Record access can't use drawer-level features, such as Info Requests, Simple File Requests, and Share File.
Record and folder permissions are most often used for a client's loved ones or for third-party professionals such as a lawyer or accountant, who might need access to some of a client's files, but not to others.
1. Record Access:
  Record-level Collaborators have access to one or more Records, but no access to the drawer as a whole.
  These Collaborators can have the same permission role on all Records they have access to, or different roles for different Records, depending on the situation.
  The example below is a simple version - Jasmine's Accountant needs access to Jasmine's account statements, in the Record called Account Statements, within the Personal Finances Tile.
  In this case, the accountant just needs to read and download the statements, and will not need to upload or edit files, so the permission role assigned is Viewer, just for this Record.
  Note that the permission tag at the drawer level is still gray - the accountant had not been given any access at the drawer level, so she will only see files within the Account Statements Record.
  Since the accountant only has access to the one Record, at the Viewer permission, her access shows as Record Viewer.
2. Folder Access:
  If your SideDrawer environment has Subfolders turned on in the UX settings, each Record can have multiple folders, and each folder can have its own subfolders.
  Access can be managed at the folder/subfolder level as well, if it makes sense for a Collaborator to have access to specific folders.
  In the example below, Jasmine has a Record called Wills, that includes her will and the will for her husband, Scott.
  Each will is in its own folder, called Will - Scott and Will - Jasmine.
  Jasmine wants to invite her dad to have access to her will, but not Scott's.
  If Jasmine's dad were added to the Wills Record, he'd have access to both, so the solution is to add him at the folder level.
  In this case, Jasmine wants her dad to see the will itself, but not who else she's invited (other Collaborators), so she invites him as an Observer.
  As above, the access at the drawer level is grayed out, showing that Jasmine's dad doesn't have any access at the drawer level.
  We can see that he doesn't have any permissions for the overall Wills Record, and no access to Scott's will, just the Observer-level access to the folder Will-Jasmine.
3. Record with Folders:
  If a Record has one or more folders, adding a Collaborator to the Record will automatically give them access to all current folders, and any folders that get created later on.
  This option is useful for third-party Collaborators who might need access to a range of files that are organized into separate folders within a single Record.
  In the example below, Jasmine's Accountant is being added to the Record Taxes 2026, which includes the folders 2026 - Returns, 2026 T4s, and the subfolder T4 - Jasmine.
  In this case, the accountant will need to view, download, and upload files, so we've given her the Contributor permission role.
  As soon as the accountant is added to the Taxes 2026 Record, she automatically gains Contributor permission on all the folders and subfolders.
  Once again, she has no access at the drawer level, so that permission is grayed out, and since all the folders are contained within one Record, her permission is listed as Record Contributor:
Combined Permissions:
Sometimes it makes sense to give a Collaborator customized permissions, either to multiple Records, or to SideDrawer and Records.
1. Multi-Record:
  A Collaborator can be added to multiple Records in the SideDrawer, either with the same Permission Role for all, or with different Permission Roles for each Record, as needed.
  Returning to Jasmine's accountant from our previous example, now she needs access to the Account Statements Record and to the Taxes 2026 Record.
  In Account Statements, she only needs to read and download files, so she's added with Viewer permissions, but in Taxes 2026, she'll need to upload files as well, so she's added as Contributor.
  As above, the accountant has no access at the drawer level, so that row is still grayed out.
  Since she now has access to multiple Records, her role displays as
  Combined Permissions.
2. Drawer + Record(s)
  Sometimes it makes sense to give a user lower-level access to the whole drawer, with increased permission for specific Records.
  In the example below, Jasmine's husband Scott has also been added to Jasmine's drawer.
  Scott has Viewer permissions at the drawer level, so he can read and download files, but he won't be able to fill out Info Requests or create Records, since Jasmine is the primary client on this drawer.
  However, Scott will need to upload files in the Will Record, so he's been added there as a Contributor, which also gives him Contributor access to the subfolders where his will and Jasmine's will are stored.
  
  Note that the system looks at the higher permission first - if a client has Editor access for the whole drawer, you can't restrict them to Viewer access for one Record.
3. Record + Folder(s)
  In a Record with multiple folders, sometimes it makes sense for a user to have lower-level access for a Record, and higher-level access for one or more specific folders within that Record.
  In the example below, Jasmine's Accountant has been given Viewer access for the Taxes 2026 Record, since she will only be reading and downloading files that Jasmine provides.
  However, in the 2026 - Returns folder within that Record, the accountant has Contributor access, so she'll be able to upload a copy of the returns once they've been completed.

Permission Roles

Permission Roles define the kind of access that a Collaborator has, governing what actions they can take within the drawer, Record, or folder.
Permission Roles divide into two broad categories:
Hands-On Access: Owner, Editor, Contributor - these roles include the ability to upload files, create Records and folders, and re-name files, Records, and folders.
Read-Only Access: Viewer, Observer, No Details - these roles are mostly based around visibility, with permission to see Records, folders, or files, and to download files, but not to add or change anything in the drawer, Record, or folder.

Owner: The Owner is a special type of Collaborator - the Owner is assigned when the drawer is created, and can't be re-assigned from the Collaborators menu.

The Owner has access to all aspects of the drawer, as well as the option to transfer ownership to a different person, or to delete the drawer entirely.

In most professional settings, the professional would be the owner of the drawer, with the client and other users added as Collaborators.
For admins, we recommend using the Default Drawer Owner feature in the Security settings, which lets you designate an internal owner who will be automatically assigned to new drawers when they are created.
For more details, see the Console UX Settings article.

For personal drawers, or sponsored/licensed drawers, the client may be the SideDrawer owner.

Editor: Highest access for a non-owner.

An Editor can read and download files, upload files, delete files and Records, move or copy files and Records, and edit (rename) files and Records, and can invite other Collaborators and update their access.

Advisors and admins on a client drawer usually have Editor access.

Contributor: Add-only access.

Contributors can read and download files, upload files, and create Records/Folders, but they can't delete files or Records, and they can't directly invite other Collaborators.

In a professional drawer, the client or clients are often given a Contributor role, providing them with substantial access, with some restrictions.
Note that Contributors can rename files and Records - Contributors with drawer-level access can also edit the name of the drawer.

Viewer: Visibility access.

Viewers can read and download files, and see other Collaborators in the drawer, but they are 'hands-off' users, so they can't upload files, alter or delete files or Records, and can't directly invite other Collaborators.

Viewer access is useful for consultants or secondary users, who may want visibility into files, but don't need to interact directly.

Observer: Document access.

Observers can read and download files, but can't see the Collaborators menu.
Like Viewer, Analyst is a 'hands-off' role, so they can't upload files, move or edit files, or delete files or Records.
Observer is useful for when you want to have multiple users access the same content, without seeing each other's contact information - for example, if you want to share general info documents or brand materials from a central drawer.

No Details: Limited access.

A No Details Collaborator can see the names of Records, but can't see, open or download the files, and can't delete or alter files/Records/Folders, and can't see or invite other Collaborators.

No Details access is useful for beneficiaries of a will or insurance policy, as it allows them to know where the document is located, but restricts them from seeing the specifics.

Permission Role Details - SideDrawer

Action	Owner (SD)	Editor (SD)	Contributor (SD)	Viewer (SD)	Observer (SD)	No Details (SD)
See Timeline	Yes	Yes	Yes	Yes	No	No
Use Info Requests	Yes	Yes	Yes	No	No	No
See Collaborators	Yes	Yes	Yes	Yes	No	No
Add Collaborators	Yes	Yes	No	No	No	No
Delete Collaborators	Yes	Yes	No	No	No	No
See Record Contents (files)	Yes	Yes	Yes	Yes	Yes	No - only see Record names
Create a Record/ Folder	Yes	Yes	Yes	No	No	No
Update a Record/ Folder	Yes	Yes	Yes	No	No	No
Delete a Record/ Folder	Yes	Yes	No	No	No	No
Upload a file to a Record/ Folder	Yes	Yes	Yes	No	No	No
Delete a file	Yes	Yes	No	No	No	No
Download and print a file	Yes	Yes	Yes	Yes	No	No
Receive notifications for all changes	Yes	Yes	Yes	Yes	Yes	No
See Reminders	Yes	Yes	Yes	Yes	No	No
Add/Edit Reminders	Yes	Yes	Yes	No	No	No
Delete Reminders	Yes	Yes	No	No	No	No
Send Simple File Request	Yes	Yes	No	No	No	No

Permission Role Details - Record/Folder

Action	Editor (Record)	Contributor (Record)	Viewer (Record)	Observer (Record)	No Details (Record)
See Timelines	No	No	No	No	No
See Info Requests	No	No	No	No	No
See Collaborators	Yes (Record/ Folder only)	Yes (Record/ Folder only)	No	No	No
Add Collaborators	Yes	No	No	No	No
Delete Collaborators	Yes	No	No	No	No
See Record Contents (files)	Yes	Yes	Yes	Yes	No - only see Record name
Create a Record	Yes	No - can create Folders if that setting is turned on in the UX	No	No	No
Update a Record	Yes	Yes	No	No	No
Delete a Record	Yes	No	No	No	No
Upload a file to a Record	Yes	Yes	No	No	No
Delete a file from a Record	Yes	No	No	No	No
Download and print a file	Yes	Yes	Yes	Yes	No
Receive Timeline notifications	Yes	Yes	Yes	Yes	No
See Reminders (Record/Folder only)	Yes	Yes	Yes	No	No
Add/Edit Reminders (Record/Folder only)	Yes	Yes	No	No	No
Delete Reminders (Record/Folder only)	Yes	No	No	No	No
Send Simple File Request	Yes	No	No	No	No

Viewing and Editing Collaborator Permissions

Only Collaborators with Viewer permission or higher at the drawer level will be able to view Collaborator Permissions at the drawer level.

Collaborators with Editor or Contributor permission at the Record or folder level will be able to view Collaborator Permissions within that Record or folder.

Only Collaborators with Editor or Owner role at the drawer level will be able to edit Collaborator Permissions.

Viewing Collaborator Permissions

Select Collaborators from the left-hand menu, to see the Collaborators page:

Here you will see the names and email addresses of all Collaborators on the drawer.

Collaborators will show as Active if they have already registered for a SideDrawer account, and as Pending if this is their first invitation and they haven't registered yet.
Once a Collaborator registers, their status will update from Pending to Active.

On the right, you can see each Collaborator's permission scope and permission role.

Record Viewer = Record access with Viewer permissions.

SideDrawer Contributor = SideDrawer access with Contributor permissions.

Collaborators can also have a listed Relationship - this is an optional field that identifies who the Collaborator is: admin, client, spouse, advisor, accountant, etc.
The Relationship doesn't affect the Collaborator's permissions or experience, but it can be a useful label, especially in cases like estate management, where there may be a lot of Collaborators with different roles in the client's life.

For Collaborators with Record-level access or Combined Permissions, you can click on their entry, then on Records, to view the Records in the SideDrawer and see which Record or Records they have access to

Editing Collaborator Permissions

If you have Owner or SideDrawer Editor access, you can click on a Collaborator to change their permissions

To remove a Collaborator from the SideDrawer entirely:

Click on the 3 dots at the right of the Collaborator's listing, and select Delete all permissions for this Collaborator

In the confirmation screen, double-check the email to make sure it's the Collaborator you want to remove, then click Delete

To change a Collaborator's role at the SideDrawer level:

Select the Collaborator, and click on their permission role.

You'll see their current permission displayed under SideDrawer

Choose the new permission role you want to assign, then click Confirm

To change a Collaborator's role at the Record level:

Select the Collaborator and click on their permission role, then click on Records to view available Records in the SideDrawer

Choose the permission role you want to assign - you can select multiple Records if desired, and you can assign different permission roles for different Records, as appropriate

Note: if the SideDrawer has Sub-Folders, permission needs to be managed for each folder separately.A Collaborator with access to a Record does not automatically get access to its Sub-Folders

To combine SideDrawer role and Record roles:

Select the Collaborator and click on their permission role

Choose the role you want to assign at the SideDrawer level

Then click on Records, and assign permission(s) at the Record level

When you've selected all the permissions you need, click Confirm to complete

Remember that the system looks at a Collaborator's highest permission level first: if you assign Editor role at the SideDrawer level, you can't assign a lower permission at the Record level to limit access - that user already has Editor-level permission for all Records in the SideDrawer

Adding Collaborators

Adding Collaborators from the front end

A SideDrawer Owner or Editor can add Collaborators from the front end, using the Collaborators menu

Click on Collaborators in the left-hand menu to open the Collaborators page
Select Add Collaborator in the upper right
Enter the email address for the Collaborator being added
Optional: Enter the full name for the Collaborator
Optional: Enter a Relationship or choose one from the drop-down
Assign permission role(s) at the SideDrawer level, Record level, or combined
When all details are entered, click Confirm to complete

To add a Team instead of an Individual Collaborator:
Click on the person icon on the left, and choose Team Collaborator from the drop-down
Then select the Team you want to add

Assign permissions as with an Individual Collaborator - all members of the Team will have access to this SideDrawer, with those permission roles

Adding Record Collaborators

SideDrawer owners or Editors at the Record level can also add Collaborators to a Record, and edit their permissions

In the Record Collaborators menu, click on the + at the far right

1. Enter an email address to invite the Collaborator

2. Permission role will be set to Editor - click the pencil icon to choose a different permission role (Editor, Viewer, No Details, Contributor)

3. Optional: use the + sign at the left to add more rows and invite additional Collaborators

4. Optional: use the person icon at the left to toggle from Individual Collaborator to Team Collaborator for the invitation

5. Optional: click the down arrow on the right to enter Full Name and Relationship for this Collaborator

6. Click Confirm to complete and send the invitation

Adding Collaborators from Console (admins only)

Adding Collaborators during SideDrawer creation

Adding Individual Collaborators during SideDrawer creation:

In Step 3 of creating the SideDrawer

1. Select the SideDrawer

If you're creating one SideDrawer at a time, you'll only have one option

2. Select Individual Collaborator

3. Enter the Collaborator's email address

4. Set the permission role

Note that during SideDrawer creation, all roles are assigned at the SideDrawer level, because the SideDrawer doesn't have any Records yet

5. Click Add Collaborators & Next to add the listed Collaborators and continue with SideDrawer creation

Adding Team Collaborators during SideDrawer creation:

In Step 3 of creating the SideDrawer

1. Select the SideDrawer If you're creating one SideDrawer at a time, you'll only have one option

2. Select Team Collaborator

3. Choose your Team from the list
Note: during SideDrawer creation, you can select and add any Team that has been built in your Console.
When adding Teams after SideDrawer creation, you will only have access to Teams that you're a member of.

4. Set the permission role

Note that during SideDrawer creation, all roles are assigned at the SideDrawer level, because the SideDrawer doesn't have any Records yet

5. Click Add Collaborators & Next to add the listed Collaborators and continue with SideDrawer creation

Adding Multiple Collaborators during SideDrawer creation:

Follow the steps above, then click on Add more Collaborators

Enter the information for each Collaborator, until you have all the Collaborators you need

In this example, we have 2 clients, both added as Individual Collaborators - one is the primary, with Contributor permission, and the other is secondary, with Viewer permission

We've also added an internal team (admins advisors), with Editor permission

Note that bulk-adding Collaborators using a CSV can only be done during SideDrawer creation.

For more details on SideDrawer creation, including adding Collaborators with a CSV

Adding Collaborators from Accounts->SideDrawers

You can add Collaborators from your Console, after SideDrawer creation, using the Accounts->SideDrawers menu.

In the Accounts->SideDrawers menu, click on the 3 dots to the right of a SideDrawer, then select Manage SideDrawer Collaborators from the actions menu:

This will open the Collaborators screen, where you can see the list of current Collaborators on the SideDrawer, with their current permission setting.

To add a new Collaborator, enter their email address, select the permission role, and click Confirm:

Optional: click the down arrow at the right to open a second row where you can enter the Full Name and set a Relationship:

The Full Name will appear in the invitation email - the new Collaborator will have the opportunity to edit how their name appears when the register for their SideDrawer account.

Relationship is optional, and you can leave it blank - it's useful for drawers that have a lot of different kinds of Collaborators, like an will/estate management drawer that includes the client, immediate family, other loved ones, your team, and other third-party professionals like lawyers or accountants.

This menu only manages permissions at the SideDrawer level, so if you want to add Collaborators with Record access, you'll need to do that from the front end, using the Add Collaborators function in the drawer itself.

Adding Admin Users from Console

Admin users can also add themselves to a SideDrawer - this is useful if an admin wants to temporarily access a SideDrawer to make changes from the front end or to check permission settings, or if the admin wasn't added during SideDrawer creation but should have access

In Console, go to Accounts > SideDrawers
Locate the SideDrawer you want to add yourself to, click on the 3 dots at the right, and choose Collaborate with this SideDrawer from the Actions menu
In the pop-up, make sure you have the right SideDrawer, then click Confirm
You will be added to the SideDrawer with SideDrawer Editor permission, and a notification will be sent to all Collaborators with SideDrawer-level access

Removing Collaborators

There are a few options for removing a Collaborator, depending on whether you want to remove one part of their permissions, remove them from a SideDrawer entirely, or delete a pending invitation.

To remove a Collaborator from part or all of a SideDrawer, you will need Editor or Owner permission on the relevant SideDrawer.
To delete a pending invitation, you will need admin access to the Console.

Removing Partial Permission

If a Collaborator has access to multiple parts of a SideDrawer (several Records, or combined SideDrawer + Record access), you can remove their access to one or more parts by using the trash can icon.

Note: if you want to remove the Collaborator from a drawer entirely, use the instructions for Removing SideDrawer Access, below.
Removing Partial permission is useful when you want to remove the Collaborator's access in one part of the drawer, while keeping their other permissions intact.

For example, this Collaborator has Viewer access to the Record called 'New 3' in Legal Documents, and has Editor access to the Record called 'Contract' in Insurance Policies:

Once we click on the trash can icon, the Editor permission is removed, leaving only the Viewer permission on the 'New 3' Record:

Scroll down to the bottom of the screen and click Confirm to complete.

If the client has permissions at the SideDrawer level and at the Record level (for example, Viewer permission for the drawer, with Contributor permission for selected Records), and you want to remove the SideDrawer-level permission only:

1. Select the client in the Collaborators menu:

2. Under SideDrawer permissions, click the trash can icon:

3. The SideDrawer-level permission will now show as blank.
Click Confirm to complete the removal.

4. In the Collaborators menu, the client will now show just the Record permissions (if the have access to multiple Records, this will still show as Combined Permissions):

Deleting Full Permission

If you need to remove a client or third-party user from a SideDrawer entirely:

Locate the user in the Collaborators menu, and click the 3 dots to the right of their entry, then select Delete all permissions for this Collaborator:
You'll get a confirmation pop-up - double-check to make sure you want to go ahead, then click Delete to complete the removal:

Note 1: If you need to remove the client from multiple SideDrawers, you'll need to follow the steps above for each drawer that they're a Collaborator on.

Note 2: Once you remove permissions for a user, they will still appear in the Accounts->Clients & Users menu in your Console.
This is a historical listing, for compliance purposes, reflecting that this person had at one point been invited to your environment.
You can click on View Details from this menu to check whether the user still has access to any drawers or Records.

Deleting a Pending Invitation from Console

If a client or user has been invited to a SideDrawer in your environment, but has not yet clicked on the link and registered their account, they will show in your Console as Pending Registration.

While the invitation is still Pending, you can delete it from the Accounts->Clients & Users menu in your Console.

To delete a Pending invitation, click the 3 dots to the right of the user listing, and select Delete Invitation from the action menu:

In the pop-up, confirm that this is the correct user, then click Delete to remove the invitation.

Once a Pending invitation is deleted, the user will be removed from your Accounts->Clients & Users menu.
If you deleted them in error and need to add them again, follow the steps above for adding a Collaborator from the front end or from Console.

Deleting Full Permission from Console

In your Console, you can add or delete Collaborators from the Accounts->SideDrawers menu.

In the Accounts->SideDrawers menu, select the drawer you want to edit, click on the 3 dots on the right, and select Manage SideDrawer Collaborators from the action menu:

This will bring up a list of existing Collaborators, as well as the option to invite new Collaborators.

To delete a Collaborator's permissions for this drawer, select the 3 dots to the right of their entry, and select Delete all permissions for this Collaborator:

In the pop-up, select Delete to remove the Collaborator from this drawer:

Important Note:

We've built SideDrawer to be as secure as possible, and Collaborators are a big part of our security structure.
With SideDrawer, instead of sending sensitive information and documents out, you invite trusted Collaborators in.
But even we can't ensure that once a Collaborator sees a file, that they don't make copies of it by taking a screen shot, for example.

That's why we strongly recommend you share your SideDrawer, and the records within it, ONLY with people that you trust will handle your important documents responsibly, like trusted advisors, professional service providers, and loved ones.