The SideDrawer Platform gives you the ability to create a User Experience that is best for your clients.
Log into the admin console, console.sidedrawer.com, and navigate to Settings > Affiliates.
Select the Actions button next to the Affiliate you want to update the UX experience for
Select "Manage Client UX"
Manage your Branding Set Up
Select, by clicking the options, for each of the below
Skip Sponsor Editor Assignment
Skip adding the Tenant Owner as a Default Editor of the SideDrawer
Bypass SD vs Force SD
If you select Bypass SD, when a client/end user registers they will not be asked to create a Free SideDrawer, separate than the one you have created for your client.
This is most commonly selected by professionals.
If you select Force SideDrawer, when a client/end user registers they will be forced to create a Free SideDrawer.
If you leave both unselected, the client/end user will have the option to create a Free SideDrawer.
Exclusive Brand Record Types
Only allow the Record Types created in the Tenant to be available as default options when your clients/end users are creating a Record.
Manage the application sections
Choose which areas of the Account Management Section will be available for your client/end users.
Tell a Friend
Help and Support
Hide Summary - new
Hide Requests - new
Simplify Record View - new
Manage your Identity Providers
You can select what Social Logins are available for your clients/end Users when they ar creating their accounts.
Enable Social Login Buttons
Google / Gmail
4. After your selections have been made select "Save".