You can customize the UX settings for your SideDrawer environment, to tailor the platform to your clients' needs.
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.
Skip Sponsor Editor Assignment
Skip Sponsor Editor Assignment
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
Bypass SD Creation
Bypass SD Creation
When clients register, gives them the option to set up a personal SD
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
Force SD Creation
Force SD Creation
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"
Exclusive Brand Record Types Only
Exclusive Brand Record Types Only
For users with multiple affiliates within your tenant (different advisors or branches that each have their own branding) -
Allows the creation of Record Types that are exclusive to each brand, and cannot be accessed by other brands.
About
About
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
Help and Support
Help and Support
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
Chat Bubble
Chat Bubble
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.
Team Members
Team Members
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
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
Manage Subscriptions
Manage Subscriptions
Allows users to access the Subscriptions menu from their My Account settings
Payment Details
Payment Details
Allows users to access the Payments menu from their My Account settings
Hide Summary
Hide Summary
Removes the Summary page from clients' SideDrawers
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
Hide Requests
Hide Requests
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
Hide Reminders
Hide Reminders
Removes the Reminders menu item from the left-hand menu
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
Simplify Record View
Simplify Record View
Streamlines the Record screen by removing additional fields, such as General information, Collaborators & Permissions, Reminders & Notifications
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
Enable Social Login Buttons
Enable Social Login Buttons
Social Logins enable clients to log in to SideDrawer using their credentials from other platforms, such as Google/Gmail, Apple, or Salesforce
The Enable Social Login Buttons toggle lets you choose whether your clients can use other credentials to log into their SideDrawer accounts.
The menu below lets you select which Social Logins you want to enable
If you want 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]