Adding Administrator(s)

Posted over 1 year ago by Kristina Pierce

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Follow these instructions to successfully make a user an Administrator in Symphony. Administrators can only see and manage users registered for the same company and contract vehicle. Additional information is available in Using Symphony’s Administrative Features for Businesses.

 

1. Have a SAM POC Register for Symphony

Only the SAM (System for Award Management) Points of Contact (POC) are considered authorized users of an organization. These are also the only users automatically assigned to the administrator role. See Gaining Business Administrator Access and Navigating Symphony for the First Time for more information.

 

2. Have a SAM POC go to Administration

Only a SAM POC (or an additional Symphony Administrator) can access the Administration link after login. The SAM Points of Contact information is available at SAM.gov (https://sam.gov).

  • All users must self-register. Symphony does not support adding accounts on another's behalf.
  • Administrators can only activate additional users after they register (see Figure 1).
  • Administrators can limit those who have access, or provide access and then remove access after specific tasks. 

  Figure 1. The Symphony Users list in Administration.

  

3. Change User Status

A user’s status must be ACTIVE before they can sign in (see Figure 2). 

  1. Click on the user whose access is being activated or disabled. 
    (See Frequently Asked Questions for troubleshooting tips). 
  2. Change the user's status
  3. Save the changes.

 

Figure 2. Select the Active Status and save the changes to allow a user to sign in.


The status options are defined below.

  • Active Users can sign into Symphony and perform the tasks for their group permissions. 
  • Initial Users have registered and need approval to sign in. Users will receive an inactive account message at login (see Inactive Account Process).

 

4. Update Group Membership

This is where an ACTIVE user can be assigned Administrator permissions (see Figure 3)


Figure 3. Only users in the Administrator group can access Administration.

Group permissions only apply to users with an ACTIVE status. 


Some group membership options are defined below.

  • Administrators have full access to everything including managing users. The SAM POC(s) for the registered company are automatically assigned to this role when registering. Users that receive an email invitation for the Symphony contract vehicle after the contract award are also assigned the administrator role.

  • Open Market Proposal Manager can submit proposals during open solicitations and receive submission notifications but does not have full administrative permissions.

  

For more help, contact us or reference the Frequently Asked Questions for troubleshooting information.



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