App User Terms
Definitions for General Users of the SideDrawer product
Term | Definition |
General User | A general user is an individual with a valid login to access the application. |
Collaborator | A user that has been given a specific permission to a SideDrawer or a Record. |
Console Definitions
General Definitions for environments that can be created in your SideDrawer environment
Term | Definition |
Tenant / Organization | A Tenant is the main environment created for a Professional Organization to manage a SideDrawer program. |
Affiliate | An Affiliate is an optional sub-section of a Tenant. A Tenant can be the 'parent' entity to many Affiliates. |
Console Admin Roles
Roles different Users within the Console can have when administering the program
Term | Definition |
Tenant Owner | Tenant Owner has master control over the Tenant. |
Tenant Manager | Tenant Manager has the same access as a Tenant Owner - meaning full access to all Affiliates (SideDrawers and Workflow content) and can force their way into any SideDrawer. |
Brand Manager | Brand Managers are administrative users assigned to an Affiliate. |
NOTE: Anyone of the above roles can assign an admin role equal to their role or the one below, with exception of the Tenant Owner who cannot assign another Tenant Owner, only Tenant Manager and below. Brand Managers for example can only assign another Brand Manager within their Affiliate (Brand).
Additional Professional Collaboration Terms
Additional Collaboration configurations cab be set up by Professionals in Console
Term | Definition |
Teams | A group of users that can be assigned access to a SideDrawer(s) or Record(s) collectively instead of adding each user individually. |
The benefit of creating a Team is that it simplifies managing access across multiple SideDrawer or Records ; adding or removing a user becomes is one click.
Ex.
Situation:
John Advisor has access to all company SideDrawers.
John Advisor is leaving to join a new firm.
Therefore, John's access to client SideDrawers needs to be revoked as soon as possible.
Result:
If John was added to the SideDrawers via a Team, his access can be revoked by removing him from the Team in Console.
If John Advisor was added to each SideDrawer individually, his access would need to be removed from each SideDrawer individually.