This article is for: SideDrawer Console users
If you offboard a client, you can choose what happens to their SideDrawer.
As the owner of the environment, you have control over the SideDrawer and its contents.
When you part ways with a client, you have 3 options for their SideDrawer:
Transfer the SideDrawer to the client
Delete the SideDrawer
Retain the SideDrawer
1. Transfer the SideDrawer to the client
If you're on a per-license subscription, you can remove the license from the SideDrawer
The SideDrawer will then convert to a personal SideDrawer owned by the client, and will no longer count toward your total licenses
If you're on a per-user subscription, you can present the client with the option to take over the SideDrawer
If the client wants to take up that option, contact us at [email protected], and we will get the SideDrawer converted to a personal SideDrawer
The SideDrawer will be removed from your environment, and the client will take it over with a free SideDrawer subscription (or a Premium subscription if they want the more advanced features)
Once that conversion is complete, you will no longer have access to the SideDrawer, and it will no longer count toward the maximum SideDrawers for your environment.
Before initiating that process, make sure to remove any files that belong to you and should not transfer to the client!
2. Delete the SideDrawer
You can simply delete the SideDrawer and all its contents.
Once deleted, the SideDrawer will no longer count toward the maximum SideDrawers for your environment.
This can be a good option if there are proprietary materials in the SideDrawer that should not be transferred to an offboarded client.
To delete a SideDrawer, click on the 3 dots to the right of the SideDrawer name, and select Manage SideDrawer from the Actions menu:
Then, select Delete SideDrawer from the Manage menu, then confirm:
Make sure to download any files you need before deleting the SideDrawer!
3. Retain the SideDrawer
You can simply keep the SideDrawer as part of your environment, but remove the offboarded client from the Collaborators list.
Retention can be a good option if there are files that you need to maintain for compliance purposes.
To remove the offboarded client, select Collaborators from the left-hand menu in the SideDrawer, click on the 3 dots to the right of the client's listing, then select Delete all permissions for this Collaborator from the Actions menu:
You can also edit the SideDrawer name, to indicate that the client is no longer active