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Guide to Console Features

The Console is the back office of your SideDrawer environment, with high-level management of your accounts, settings, and resources

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Written by Support
Updated this week

This article is for: SideDrawer Console users

This article covers the key sections in the main menu of your SideDrawer Console, with links to more detailed articles on each element.

Edit Tenant

Tenant is the generic name for your SideDrawer environment.

Click this button to edit the Name and Logo as they appear in your Console - this won't affect your clients or other users in the front-end app, but it lets you add branding for your Console users.

To update the Name, type your changes in the line.
To update the logo, you can drag & drop an image file in the central section, or click on the right to select an image from your Asset Library.

Once your changes are entered, click Confirm.

Home Button

Click this button to navigate out of menus or sub-sections and back to the main page and main menu of your Console

Accounts Menu


The Accounts Menu relates to the users who have access to your environment, including clients, employees, and third-party users

Accounts - Clients & Users

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

Accounts - SideDrawers

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

Accounts - Vaults

Create and manage vaults - sets of linked drawers relating to a single client or user

Accounts - Manage Info Requests

See all Info Requests that have been sent out to your clients, and track their completion rates

Accounts - Admin Users

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

Accounts - Teams

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.

Productivity Menu

Create reusable resources in your Console, to send to clients' SideDrawers

Info Requests

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

File(s) Batch Delivery

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

Report(s) Delivery

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

Content Packages

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

Blast Delivery

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

Subscriptions

Manage your account, licenses, and payment methods

Settings Menu

Affiliates

Manage branding and UX settings for your environment and subsidiaries

Custom Messages

Manage and edit the emails sent by SideDrawer to your clients

SideDrawer Types & Tiles

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

Asset Library

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

Developers Menu

Add integrations to connect your SideDrawer account to other platforms

  • DocuSign

  • Cloud Storage Platforms: Google Drive, OneDrive, SharePoint, Dropbox

  • Addepar, Salesforce, Zapier

Note that some of these integrations require additional IT steps - contact our support team for more information about the available integrations

Additional menu items

  • Go to App: Switch to the front-end SideDrawer app, to interact with clients' SideDrawers

  • My Account: View and update your personal account settings

  • Help & Support: Links to the SideDrawer help webpage, where you can search our support materials

  • Log Out: Log out of console while remaining logged into the front end app

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