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Ownership considerations when creating SideDrawers
Ownership considerations when creating SideDrawers
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Written by Support
Updated over a week ago

SideDrawer has tremendous flexibility on data ownership to accommodate a variety business and compliance decisions.

Ownership of a SideDrawer

Anyone can be made a SideDrawer owner at the time of SideDrawer creation, or a new Ownership role can be granted by an existing Owner.

At time of SideDrawer creation, you have the opportunity to enter the Owner's email address. My clicking on the user icon in the middle, the system can auto-populate your own email address.

When to be an Owner or an Editor

Sponsors retain Ownership status of SideDrawers when they wish to retain more control over the information that is shared.

All Owners have the ability to transfer ownership to another owner - which is usually done at the time when the engagement or relationship comes to an end.

Ownership vs Editor

Owner

Editor

Add other Owners

Yes

No

Add other Editors

Yes

Yes

Remove an Owner

No

No

Remove an Editor

Yes

Yes

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