Go to My Account to update personal information, change preferences, and manage payment details
Select My Account at the lower left of your SideDrawer screen
Personal Information
Personal Information
Name
You can edit the way your name will display in SideDrawer.
This will affect the way your name appears in email notifications, and in the SideDrawer Timeline
Edit the First Name and Last Name fields as desired, then select Update to complete
Date of Birth
You can add a Date of Birth to your account in this field
This will provide us with additional information to use if we ever need to validate your account
Language Preference
You can change your language preference here, to choose the language that SideDrawer will use for the platform and notifications.
Current options: English (CA), English (US), Spanish (Latin America), French (CA)
Full Address
Your country selection will be pre-populated from your registration details.
You can add a complete address in this line, to provide us with additional information to use if we ever need to validate your account
Email Address
Your email address acts as your user ID for your SideDrawer account.
The email address will display in this line, but can't be edited.
If you need to update the email address for your account, please contact us at [email protected] - make sure to include your full name, current account email address, and the new email address you're requesting.
Activate personal notifications
Toggle Timeline Notifications on or off.
When turned off, you will no longer receive email notifications about activity in the SideDrawer (file uploads, new Records, new Collaborators, etc.)
Other notifications, such as Info Requests, Reminders, or invitations, will not be affected.
Security Settings
Security Settings
From the Security Settings menu, you can adjust the Multi-Factor Authentication (MFA) setting for your account
Choose your Security Level:
Every time I log into SideDrawer:
Highest security
MFA required for each loginOnly when SideDrawer wants to confirm my identity
Medium security
MFA required when you log in from a new device, different IP address, new location, or for periodic security checksSkip multi-factor authentication
Lowest security
Login will only require email address + password, no MFA
Select Save my preference to confirm & complete!
If you need to reset MFA, to change the phone number associated with your account, or set up a new integration for Authenticator App, email us at [email protected] to request an MFA Reset
Make sure to include your full name and the email address associated with your account.
We will ask some authentication questions, and can then reset MFA for you!
For more details, check our article on Logging Into SideDrawer
Payment Methods
Payment Methods
Note: if you were invited to SideDrawer by a professional, you don't need to set up a payment method/credit card for your account!
For personal SideDrawer accounts, you can use this menu to set up a credit card for payment, or to change the credit card on file
Select Add New Card to set up a payment:
Enter your credit card number, expiry date, VCC, name on card, and country of residence, then select Save Card to complete
Subscriptions
Subscriptions
Subscriptions are only relevant for users with personal SideDrawer accounts - if you've been invited to a SideDrawer by a professional, and have a branded SideDrawer account, your SideDrawer is covered under the professional's subscription
Note: in order to add a paid subscription, you'll need to first set up a credit card in the Payment Methods menu
Details | Free | Premium |
Storage | 1 GB | 1 GB |
Number of Records | 10 | 24 |
Max Upload Size per Document | 10 MB | 20 MB |
Number of Collaborators | Unlimited | Unlimited |
Use the currency selector to toggle between USD and CAD for your billing preference
Choose your billing package - yearly or monthly