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Understanding SideDrawer Types

What is a Business and Individual SideDrawer

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Written by Support
Updated over 10 months ago

In SideDrawer, we give you access to two default SideDrawer Types. These include Individual and Business.

Individual: This type is meant for Individual or Family use. Best used for personal management requirements. The High-level categories (or Tiles) to sort under include:

These tiles are the high-level categories where content will be organized.

Business: This type is meant for Business use (ex. Holding and Operating Companies). It is helpful to create a SideDrawer for each Operating and Holding Company. The High-level categories (or Tiles) to sort under include:

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