With SideDrawer, you're able to share and collaborate with trusted advisors and family in two different ways:

-your entire SideDrawer

-a single record

But there was no way to manage these collaborators all in one location, until now.

With our new feature "Collaborators", you'll be able to do that all in one place. Simply click on the "Collaborators" on the top left part of your screen.

Here you'll see a complete list of everyone you're collaborating with organized by by both types of collaborations, SideDrawer and Records.

Collaborators allows you to edit the permissions of anyone for both SideDrawers and Records and change the relationship type and business title of any SideDrawer Collaborator.

To learn more about how to manage collaborators, click here.

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