Guide to Console Features

Shows all users who have been invited to your front-end app, including clients, your advisors and front-office team, clients' loved ones or contacts, and third-party users like lawyers or accountants

Shows all drawers created in your environment, whether for individuals, families/households, businesses, or internal use

Create and manage vaults - sets of linked drawers relating to a single client or user
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See all Info Requests that have been sent out to your clients, and track their completion rates

View, manage, and invite Admin Users (your internal users who have access to your Console)

The Teams menu lets you create and manage Team collaboration.

Teams are lists of users who are joined together and set up as a single combined Collaborator.

Build and manage Info Requests here, to ask your clients for demographic details, or for document uploads

Mass deliver customized files across clients' SideDrawers (note that this feature is not available on all subscriptions)

Mass deliver reports generated from an outside source, such as Addepar

Create and manage Content Packages, templates that you create in your SideDrawer Console, and send out to clients' SideDrawers.

Send a one-time delivery to multiple SideDrawers (great for one-off messages such as newsletters)

Manage branding and UX settings for your environment and subsidiaries

Manage and edit the emails sent by SideDrawer to your clients

Design custom SideDrawer types, or custom Tiles to add to default SideDrawer types
(only available for some subscriptions, additional charges may apply)

Upload and manage brand logos and images

Save image files to your Asset Library in order to use them for other features, such as branding, custom Tiles, and Teams