SideDrawer has tremendous flexibility on data ownership to accommodate a variety of business and compliance needs.
Ownership of a SideDrawer
You can assign an owner at the time of SideDrawer creation, or a current owner can grant Ownership later on.
At time of SideDrawer creation, you're asked to enter the Owner's email address.
To make yourself the Owner, just click on the user icon in the middle, and the system will auto-populate your own email address.
Should I be the Owner? Should I make my client the Owner?
From a workflow standpoint, there is no real difference between being the Owner of a SideDrawer and being an Editor-level Collaborator
Both roles can add or remove Collaborators, create or delete Records, and upload documents
So what's the difference?
An Owner can give away the SideDrawer by transferring Ownership to someone else, and they have the ability to delete the entire SideDrawer
The main difference is in how you present the SideDrawer to your client:
If you're giving your client the SideDrawer as their personal digital vault, an added value for working with you, then it makes sense to make them the Owner
If you're using SideDrawer as part of your own business environment, a space where you and your clients can work on documents together, then you probably want to be the Owner, and keep the client as a Collaborator
"I want to..."
Present my client with a digital vault that's theirs to manage | Make your client the Owner |
Have secure digital vaults within my business environment, to share documents with my clients | Own the SideDrawer yourself, and invite your client as a Collaborator |
Create a digital vault and populate it with documents, then give it to my client to manage | Own the SideDrawer during the initial creation steps, then transfer Ownership to your client once setup is completed |
Offboard a client once our business relationship has ended | Transfer Ownership to your client during offboarding |
If your engagement or relationship comes to an end, you can always transfer Ownership to the client, and they can decide what they want to do with the SideDrawer from there
SideDrawer Permissions: Owner vs. Editor
| Owner | Editor |
Add other Owners | Yes | No |
Delete the SideDrawer | Yes | No |
Add other Editors | Yes | Yes |
Remove an Owner | No | No |
Remove an Editor | Yes | Yes |