Team Members for a Record

A crucial part of creating any SurePact record is setting up the perfect team. 

The initial team is assembled during the Members step of the record creation, and can be changed as needed in the Information section of the record.

All available users appear on the left, while team members appear on the right. Clicking the right arrow moves all available users to the team, and clicking the left arrow moves them all back. (The record Creator, Owner, and Manager will always remain in the Members list.)

Both sides feature a handy search field, to locate a specific person by any characters of their first or last name.

Moving individual users from left to right, or vice-versa, is done by drag and drop. Note the coloured hash lines that help you see what’s going on.

While dragging, the member being moved is outlined in red in their current list, and outlined in blue while moving. The destination list is initially outlined in green.

When your cursor is over the destination list, the outline turns yellow.

When the member moving operation is complete, all outlines disappear.

Note: During the period between requesting and receiving approval, you cannot change Approver roles.