Collaborator Permissions | SideDrawer

The following explains what a Collaborator can manage or view based on their assigned role. A Collaborator role can be assigned at the SideDrawer level, meaning all contents and files, or at the Record level, giving access only within that Record and its files.

SideDrawer Level Permission Management

These access levels apply to users for permission granted at the SideDrawer level.

Action	Owner (SD)	Editor (SD)	Contributor (SD)	Viewer (SD)	No Details (SD)
See Timelines	Yes	Yes	Yes	Yes	No
See Info Requests (Edit & Complete)	Yes	Yes	Yes	No	No
See Collaborators	Yes	Yes	Yes	Yes	No
Add Collaborators	Yes	Yes	No	No	No
Delete Collaborators	Yes	Yes	No	No	No
See Record Contents (files)	Yes	Yes	Yes	Yes	No - only see Record name
Create a Record	Yes	Yes	Yes	No	No
Update a Record	Yes	Yes	Yes	No	No
Delete a Record	Yes	Yes	No	No	No
Upload a file to a Record	Yes	Yes	Yes	No	No
Delete a file from a Record	Yes	Yes	No	No	No
Download and print a file from a Record	Yes	Yes	Yes	Yes	No
Receive notifications for all changes	Yes	Yes	Yes	Yes	No
Assigned Info Requests	Yes	Yes	Yes	No	No
See Reminders	Yes	Yes	Yes	Yes	No
Add/Edit Reminders	Yes	Yes	Yes	No	No
Delete Reminders	Yes	Yes	No	No	No
Send Simple File Request	Yes	Yes	Yes	No	No

Record Level Permission Management

These access levels apply to users for permission granted at the Record level.

Action	Editor (Record)	Contributor (Record)	Viewer (Record)	No Details (Record)
See Timelines	Yes	Yes	No	No
See Info Requests (Edit & Complete)	Yes	Yes	No	No
See Collaborators	Yes	Yes	No	No
Add Collaborators	Yes	No	No	No
Delete Collaborators	Yes	No	No	No
See Record Contents (files)	Yes	Yes	Yes	No - only see Record name
Create a Record	Yes	Yes	No	No
Update a Record	Yes	Yes	No	No
Delete a Record	Yes	No	No	No
Upload a file to a Record	Yes	Yes	No	No
Delete a file from a Record	Yes	No	No	No
Download and print a file from a Record	Yes	Yes	Yes	No
Receive notifications for all changes	Yes	Yes	Yes	No
Assigned Info Requests	Yes	Yes	No	No
See Reminders	Yes	Yes	Yes	No
Add/Edit Reminders	Yes	Yes	No	No
Delete Reminders	Yes	No	No	No
Send Simple File Request	Yes	Yes	No	No

User Roles defined

User Role	Definition
General user	A general user is an individual with a valid login to access the application.
Collaborator	A user that has been invited to access a SideDrawer or a Record.

Console Roles defined

Console Role	Definition
Tenant	A Tenant is the main environment created for a Professional Organization to manage a SideDrawer program. The Tenant has Branding and UX Configurations, Workflows (Info requests and Content packages), Program Administrators (Tenant Owner, Tenant Manager and Brand Manager), affiliates (definition below), created SideDrawers with assigned subscriptions and Team configurations (a fast way to assign a group of users access).
Affiliate	An Affiliate is an optional sub-section of a Tenant. A Tenant can be the 'parent' entity to many affiliates. Organizations create affiliates to create segregated environments for different groups of managing users. If I have a practice with multiple advisors who I do not want to see each other's work, I can create for each advisor their own affiliate and assign them to that affiliate (this is called a Brand Manager). This means each group assigned to an Affiliate in my Tenant have their own segregated 'independent' work space. Tenant Owner and Tenant Managers have access to all Affiliate details as managers of the entire program.

By clicking below, you can download the full Info Guide

SideDrawer - Info Guide - Permission Access.pdf