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
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
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
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
Accounts - SideDrawers
Shows all drawers created in your environment, whether for individuals, families/households, businesses, or internal use
Accounts - Vaults
Accounts - Vaults
Create and manage vaults - sets of linked drawers relating to a single client or user
Accounts - Manage Info Requests
Accounts - Manage Info Requests
See all Info Requests that have been sent out to your clients, and track their completion rates
Accounts - Admin Users
Accounts - Admin Users
View, manage, and invite Admin Users (your internal users who have access to your Console)
Accounts - Teams
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
Productivity Menu
Create reusable resources in your Console, to send to clients' SideDrawers
Info Requests
Info Requests
Build and manage Info Requests here, to ask your clients for demographic details, or for document uploads
File(s) Batch Delivery
File(s) Batch Delivery
Mass deliver customized files across clients' SideDrawers (note that this feature is not available on all subscriptions)
Report(s) Delivery
Report(s) Delivery
Mass deliver reports generated from an outside source, such as Addepar
Content Packages
Content Packages
Create and manage Content Packages, templates that you create in your SideDrawer Console, and send out to clients' SideDrawers.
Blast Delivery
Blast Delivery
Send a one-time delivery to multiple SideDrawers (great for one-off messages such as newsletters)
Subscriptions
Subscriptions
Manage your account, licenses, and payment methods
Settings Menu
Settings Menu
Affiliates
Affiliates
Manage branding and UX settings for your environment and subsidiaries
Custom Messages
Custom Messages
Manage and edit the emails sent by SideDrawer to your clients
SideDrawer Types & Tiles
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
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
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