After you log in to your Console you'll see a menu in the top left corner with options that allow you to manage every part of the SideDrawer experience for your clients.

Accounts- manages clients, end users and team members

Productivity- manages the SideDrawer experience to improve your efficiency and workflow

Subscriptions- manages everything connected to the purchase and distribution of premium licenses

Settings- manages the personalization of your SideDrawer


Accounts

Here you'll see a list of all of your clients and users associated with your SideDrawer and be able to do the following;

-request files and documents from a plan you create (see SideDrawer Set up/Plans & File Requests Set up)

-create sponsored SideDrawers

-create teams and add and delete members

-delete or resend sponsored invitations to SideDrawer

To learn more about Accounts, click here.


Productivity

In this section you'll be able to manage your SideDrawer and make it easier and faster to do the following;

-create/edit/delete plans for your clients that list all the documents you require

-assign a specific plan to any client

-create templates of common records and files that will be uploaded when you create a new SideDrawer

To learn more about Productivity, click here


Subscriptions

In this section of the dashboard you can manage the sponsorship of your licenses and be able to do the following;

-purchase an additional subscription

-purchase additional licenses for any subscription

-assign licenses to new clients or add/remove from existing clients

-add a new payment method

To learn more about subscriptions, click here


Settings

Finally, in this section you can customize the experience your client has with your SideDrawer by doing the following;

-creating a new brand that could reflect your personal consulting business within your company's SideDrawer

-customize your new brand with logos, colours and fonts

-customize the messages and notifications your clients receive

-add and customize new tiles to your SideDrawer

-create a library of your personal branding and marketing icons and logos

To learn more about branding, click here

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