You can add/remove users from your Personal Team by going to the Team tab under My Account > My Profile.
On the Team tab, you will find all the Team Slots that are available for your organization. Team Slots represent roles or functions that people on your internal team routinely fulfill (e.g. Assistant or Marketing Coordinator). For more information for how Teams work in Surefire, review Teams.
The available Team Slots will have a dropdown menu that will allow you to assign any of the other Surefire users in your Organizational level/Branch/Child Company to fill this slot. Users not within your Organizational level/Branch/Child Company are not currently available to be added to your team slots.
Once you have selected the user they will automatically be assigned that slot. To remove them, simply hover over the User Photo and select the delete trash can to Remove.
How to Assign a User to a Team Slot
- Go to the Team tab in My Account > My Profile
- Click the dropdown for the Slot you want to assign a User to. If the Slot does not exist, you will need to Create a New Slot.
- Select the User you want to use and the Slot will automatically update
- To remove a User from a Slot, hover over the Slot and click the Remove trash bin