Setup Surefire - Add Additional Users

1. Click My Company on the left hand navigation

2. Select Company Info

3. Click the Users tab across the top of the screen

4. Select New User

   

5. Complete the New User information screen:   

   • First Name

   • Last Name

   • Email Address - ensure the email address matches the users email address in LoanCatcher℠ or the syncing capabilities will not be available for this user.

   • Select the correct User Role

     • Administrators: can see and manage the entire Surefire pipeline for the entity (all contacts, all deals, all deployments, all content for all users)

     • Standard User: can manage and see their personal pipeline (only contacts, deals, and deployments connected to their account

6. Choose Activate user upon creation

   

This will send a welcome email with a temporary password to the new user. The request must be responded to within 24 hours or a new request will have to be sent to the user.