Just as a large company might be organized into physical hierarchically-ordered divisions, (e.g. Headquarters, Branch Offices, etc.), Surefire allows the virtual organization of hierarchically-ordered divisions into units called Companies.
Creating separate Companies in Surefire for your separate divisions is useful for organizing and categorizing access for people and marketing media.
To access and manage a Company, use the Company Dropdown at the top of the screen and choose the Company from the list.
Once you are in that Company you can view and edit the Company's Profile.
Creating a New Company
To add a new Company, got to My Company > Company Info and click either the New Company button (located near the top of the page) or click the Create Child Company button.
The New Company pop up window appears.
- Select the Parent Company directly under which this new Company will be located in the Surefire company hierarchy.
- Enter a name for the new Company.
- By default, the Primary Admin assigned to the new company is the User who is creating it. This can be changed once the Company's creation has been completed.
- For Account Manager, use the drop down menu to select which user from the selected Parent Company will be the main point-of-contact for the Child Company. (Note: This concept might not always be relevant when creating Child Companies.)
Upon initial creation, a new company is set to an Inactive or Sandbox status. This means the Company is not yet visible or usable in Surefire. While in this status, use the Edit Company button to access the Edit Company Details pop in order to fill in the rest of the new Company's details.
Once you are ready for the new Company to be seen and used within Surefire, click the Activate Company button to to relinquish "Sandbox" status and activate the company. A Confirmation pop up window appears.
Type "CONFIRM" into the blank field and then click the Yes, I'm sure! button.
For any companies created in Surefire using the currently logged in user account, a Change Status button will appear on the Company Info page.
This button brings up the Change Company Status window with the following options:
Company is live and accessibly by all active Users
The default status of a newly created Company. The Company can be edited and Users added but the Company is not yet Active (i.e. not yet visible or usable in Surefire)
Temporarily suspended. This is most often set by Top of Mind administration for Companies that for whatever reason are temporarily not allowed access to Surefire.
Company is permanently inactive but not deleted so maintains historical information.
Removing a Company
To delete or remove a Company, simply click the Remove Company button on the active Company Profile. You'll then be prompted to confirm deletion.
Note: You cannot remove a Company with any Active Users so if they exist you will need to Delete or Transfer the Users beforehand.