Turned on - admin users creating a SideDrawer in Console will not be added to that SideDrawer

Turned off - admin users creating a SideDrawer in Console will be automatically added to that SideDrawer as an Editor

When clients register, gives them the option to set up a personal SD
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​Turned on - client will not be prompted to set up a personal SideDrawer

Turned off - client will be prompted to set up a personal SideDrawer

When clients register, and Bypass SD Creation is turned off, requires them to set up a personal SideDrawer

Turned on - client will be required to set up a personal SideDrawer

Turned off - client will have the option to click "Skip this step for now"

For users with multiple affiliates within your tenant (different advisors or branches that each have their own branding) -
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Allows the creation of Record Types that are exclusive to each brand, and cannot be accessed by other brands.

Displays the 'About SideDrawer' section in the help menu
This entry links to SideDrawer's website (https://www.sidedrawer.com/about-page), and provides general information about SideDrawer

Toggles the Help Centre menu item in the help menu, at the upper right of the SideDrawer screen
This section shows users videos about the structure and functions of SideDrawer

Activates or removes the Chat Bubble at the lower right of the SideDrawer screen.
The Chat Bubble enables users to contact SideDrawer support for assistance, and to search SideDrawer's help articles.

Makes Team Members visible in the Collaborators menu.
If the SideDrawer has Team Collaborators, this option will activate a drop-down in the Collaborators menu, which will display the list of Team members
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​Turned on - Teams in the Collaborators menu will have a drop-down, which can be used to display the list of Team members

Turned off - Teams in the Collaborators menu will display the Team name only

Allows users to access the Subscriptions menu from their My Account settings

Allows users to access the Payments menu from their My Account settings

Removes the Summary page from clients' SideDrawers
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Turned on - clients will be directed to the Tiles page when logging into SideDrawer

Turned off - clients will land on the Summary page, with a view of recent activity

Removes the Info Requests menu item from the left-hand menu, until an Info Request is delivered to the SideDrawer

Turned on - Info Requests item is not visible in the left-hand menu, will appear when an Info Request is delivered

Turned off - Info Requests item is always visible in the left-hand menu

Removes the Reminders menu item from the left-hand menu
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​Turned on - Reminders menu item is not accessible, Reminders tool cannot be used in this SideDrawer

Turned off - Reminders menu item is visible in the left-hand menu, Collaborators on the SideDrawer can create and schedule Reminders

Streamlines the Record screen by removing additional fields, such as General information, Collaborators & Permissions, Reminders & Notifications
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​Turned on - clicking on a Record will show only the Record name and Files

Turned off - clicking on a Record will show Record name, Files, General Information, Collaborators & Permissions, Reminders & Notifications, Signature Requests, Linked Records

Social Logins enable clients to log in to SideDrawer using their credentials from other platforms, such as Google/Gmail, Apple, or Salesforce
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The Enable Social Login Buttons toggle lets you choose whether your clients can use other credentials to log into their SideDrawer accounts.
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The menu below lets you select which Social Logins you want to enable