Creating a SideDrawer

How to create your own SideDrawer.

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Written by Support
Updated over a week ago

Creating a SideDrawer is easy. Here is a quick step by step:

  1. Navigate to Console

  2. From the left-hand menu select Accounts -> Clients and Users

  3. The select Create a new SideDrawer

    NOTE: If you just have one subscription on your account, it will default to that subscriptions. If you have multiple subscriptions, you will be asked to select the subscription the SideDrawer should be assigned too.

  4. Using the drop down, select the SideDrawer Type – if you are just getting started, we suggest selecting individual. (see here for content on SideDrawer Types).

  5. Next enter the SideDrawer Name (maybe the Last Name, First Name) and enter the owner's email.

  6. Select Create SideDrawer.

  7. Select Finish and Close.

Once you Navigate back to the “Front End App” (where you can see all of your SideDrawers), refresh (describe how to refresh) the page and expand the menu on the far-right side (by clicking the three lines). You will now see your new SideDrawer.

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