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Console UX Settings

Customize SideDrawer for your clients' needs

Support avatar
Written by Support
Updated over a week ago

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

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

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

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

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

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

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

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

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

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

Payment Details

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

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

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

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

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

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]

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