As a Professional (and administrative) user, you have two main screens to complete all of your work. These include the “FRONT END APP” and “ADMINISTRATIVE CONSOLE”.

Front End App:

This is 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 (from a collaborative perspective) by many users. 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).


Console:

This is the “Back Office” you have access to control your SideDrawer environment (or Tenant)

Here you can:

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

  • Build Workflows

  • Manage Subscriptions

  • Manage Branding

  • and more

Only select Users have access to this environment, those who have been given administrative access.

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