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Console UX Settings
Console UX Settings

Customize SideDrawer for your clients' needs

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Written by Support
Updated over a month ago

You can customize the UX settings for your SideDrawer environment, to tailor the platform to your clients' needs.
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In the SideDrawer Console, select Settings > Affiliates
Choose the Affiliate to customize, and click on the 3 dots at the right, then select Manage Client UX

The UX menu contains a variety of settings - keep in mind that these affect all SideDrawers for that affiliate, which may be all the SideDrawers in your environment.

Manage Identity Providers (Single Sign On)

These controls activate options for your clients to log into SideDrawer
To enable Social Login options, toggle the main control on
If the main control is off, users can log into SideDrawer with email + password only
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Use the checkboxes to select which social IDs your clients can use to log in:
Google/Gmail, Apple ID, Salesforce, Salesforce (Sandbox), Salesforce Communities, Facebook

User Onboarding Options

  1. Disable Auto-Assigning Admin as Editor
    ​Turned On - the admin creating the SideDrawer will not be automatically added to the SideDrawer as an Editor (recommended)
    ​Turned Off - the admin creating the SideDrawer will be automatically added to the SideDrawer as an Editor
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  2. Bypass Drawer Creation
    ​Turned On - Clients will not be prompted to create an additional free SideDrawer when registering (recommended)
    ​Turned Off - Clients will be prompted to create an additional free SideDrawer when registering
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  3. Force Drawer Creation
    ​Turned On - Clients will be required to have at least one SideDrawer assigned in order to register their account
    ​Turned Off - Clients can register their account even if they do not have an assigned SideDrawer (recommended)

Account Management

  1. Display 'Manage Subscriptions'
    Enables the Manage Subscriptions item in the client's My Account menu, allowing the client to purchase SideDrawer retail subscriptions

  2. Display 'Payment Details'
    Enables the Payment Details item in the client's My Account menu, allowing them to link a credit card to their SideDrawer account

Help & Support Settings


1. Display 'About SideDrawer'
This item appears in the Help menu at the top right of the SideDrawer screen, and links to the 'About SideDrawer' section of our website
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2. Display 'Help Center'
This item also appears in the Help menu at the top right of the screen, and includes introductory videos to help clients use SideDrawer

3. Display 'Chat Bubble'
This item appears at the bottom right of the screen, and lets clients chat directly with the SideDrawer Support Team, and search our help articles database

Interface Customization

  1. Hide 'Summary' Screen
    Disables Summary screen. When logging into SideDrawer, clients will land on the Records page, providing a simplified, consistent experience
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  2. Hide 'Info Requests' Section
    Removes the Info Requests item from the left-hand menu.
    The item will reappear when an Info Request is delivered to the SideDrawer
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  3. Hide 'Reminders'
    Removes the Reminders item from the left-hand menu
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  4. Display Team Member Details
    In the Collaborators menu, enables a user to click on a Team listing to display all members of that Team

Tiles, Files, and Record Management

  1. Simplify Records View
    Records will only show a file list - no additional fields such as Collaborators, Notifications, or General Info
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  2. Hide Empty Tiles
    Only Tiles with Records in them are displayed in the Records page
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  3. Display Tiles for Affiliate Only
    Only custom Tiles are displayed in the Records page
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  4. Enable Shoebox for all Drawers
    Activates the Shoebox function, enabling users to load files into the Shoebox, and organize them later on
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    1. Display Shoebox on the Records Screen
      Shoebox will appear as a Tile on the Records Screen
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    2. Move Shoebox to End
      Shoebox will appear as the last Tile, instead of as the first Tile
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    3. Display Shoebox shortcut
      Shoebox will appear as a menu item in the left-hand menu
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    4. Invert Shoebox Tile Colour
      Makes Shoebox visually distinct, by reversing the colour scheme from the other Tiles

If you would like more information about these settings, and how they will affect your workflows and client experience, please don't hesitate to contact our Support team, at [email protected]

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