Details about your Company's various individual organizational units (e.g. Headquarters, Branch Offices, etc), including Contact information, Mailing & Billing Addresses, Logos, and Surefire Accounts (e.g. Administrators, Managers & Points-of-Contact) are managed under My Company > Company Info.
Having separate entries in Surefire for each of your company's separate organizational units is useful for organizing and categorizing access to various marketing media. It also helps you to organize where your Users are located.
For instance, you could have a top level Headquarters Company and underneath that have a West region and then separate Companies representing the branches.
Company entries are hierarchical, where access to saved media content as well as permissions are inheritable.
For example, media saved to Surefire by users included in the Headquarters' Company entry would be accessible to users that are part of all the branch offices and vice versa. However, media content saved by users in one branch office would not be accessible by users in other branch offices.
Editing Company Profile
Each Organizational Unit (referred to as a "Company") within your organization will have its own Company Profile entry in Surefire where you will find the unit's description and contact details, as well as its Surefire account info.
To view or manage a Company Profile page, click on the blue Company Selection button at the top of the Company Info page and then click on the Name of the Company whose Profile info you want to view and manage.
The unit at the top of your company's organization hierarchy is displayed by default when you click on My Company > Company Info.
The name of the currently displayed Company always appears on the Company Selection button.
You can edit Company Info details by clicking the Edit Company button at the top of the page to bring up the Edit Company Details pop up window. Here you can edit basic fields such as phone, billing address, etc. as well as the following Company Details.
- Company Status
For the top level company, this status is set by Top of Mind administrators. However, for Child Companies, this Company Status can be set by one of your Administrators.
- Account Type
This is the type of Account your Company created with Top of Mind upon sign up with the service.
- Account Manager
This is your main point-of-contact at Top of Mind.
Customize your time zone here (default is Eastern). Any future Scheduled Deployments will be set based on what's selected.
You can set Company users to fulfill the following roles in a Surefire Company:
- Primary Admin
The main administrator who makes all of the major business decisions regarding the Surefire CRM. When a Company is created, this role is mandatory and by default will be the User who created the Company.
- Billing Contact
The user who should receive any billing statements or inquiries
- Day-to-Day Contact
The main user Surefire should reach out to on a regular basis.
Note that a Company could have different or the same user for all these roles.
See Edit Company Logo.
View a searchable and sortable table of all the Surefire Users assigned to the currently selected Company by clicking on the Users tab.
Click on a user's First or Last Name to bring up their User Profile.
Read more about Managing Surefire Users here.