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Navigating between Front End and Console
Navigating between Front End and Console

Managing the two workspaces you'll use for SideDrawer

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Written by Support
Updated over 2 months ago

This article is for: SideDrawer Console Users

As a Professional or Administrative user, you have access to two SideDrawer environments: the Front End App and the Administrative Console

Front End App:

This is the client-facing portion of the app, where you and your client will interact with SideDrawers.

  • In each SideDrawer, you see client Records and Files, Manage Collaborators, View the Historical Timeline, and Respond to Information Requests etc.

  • SideDrawers can be accessed by a number of users, including yourself and your client, as well as any Collaborators that are invited.
    Similarly, a User can have access to many SideDrawers.

  • Depending on the access you have been given to a SideDrawer, you will have an appropriate view of that SideDrawer

  • Sometimes you may only see part of the SideDrawer if you have only been given access to specific pieces of the SideDrawer (see here for discussion on collaboration -ADD LINK)

  • Remember that the Front End app is the same for all users - you share this environment with the client and Collaborators, though not all users will be able to see all portions of a SideDrawer (depending on access settings)


Console:

This is the “Back Office," where you can control your SideDrawer environment (or Tenant)

Here you can:

  • Manage all of your client SideDrawers (create / delete etc.)

  • Build Workflows, such as Info Requests and Content Packages

  • Manage Subscriptions

  • Manage Branding

  • Change your Subscription settings

Only select Users have access to this environment - clients will not be able to see this environment, as it's limited to yourself and any Admin Users you choose to add

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