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Guide to Console Features

The console has features that will improve efficiency and create a better experience for clients.

Support avatar
Written by Support
Updated over 7 months ago

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

  1. Accounts

Manage clients, admin users, teams, and SideDrawers

  • Clients & Users:
    View all users invited to your SideDrawer environment
    See which clients have registered, delete or resend invitations when needed

  • SideDrawers:
    Create new SideDrawers, and view details for existing SideDrawers in your environment

  • Manage Info Requests:
    Quickly view completion status for Info Requests sent to clients

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

  • Teams:
    Create Teams and add or delete members

2. Productivity

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)

  • Content Packages: Build and manage sets of documents to be delivered to multiple SideDrawers (welcome letters, announcements), or create Records to provide a consistent structure to clients' SideDrawers

  • Blast Delivery: send a one-time delivery to multiple SideDrawers (great for one-off messages such as newsletters)

3. Subscriptions

Manage your account, licenses, and payment methods

  • Organization Subscriptions:
    View your subscription details and available users/licenses

  • Payment Methods:
    View and manage the credit cards linked to your account

4. Settings

Customize your SideDrawer environment for yourself and your clients

  • 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

5. Developers

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

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

7. My Account: View and update your personal account settings

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

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

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