Using Symphony’s Administrative Features

Modified on Wed, 16 Oct at 5:59 PM

Prerequisites

To access administrative features, there must be at least one user registered for Symphony who is listed as an authorized Point of Contact (POC) on SAM.gov for their organization. Administrative rights are granted after registration for contract vehicle sites on Symphony.

Symphony includes the following contract vehicle links

GSA   =   ALLIANT 3      ASTRO      OASIS      OASIS PLUS      POLARIS     

DHA   =   HEC      MQS-NG      OMNIBUS    (Legacy) MQS



Accessing User Administration Options

Authorized users create their sign-in information when registering for a contract vehicle on Symphony. (See Gaining Administrator Access).


  1. Ensure registration is complete. If it isn't, register for Symphony.
      
  2. Sign in to Symphony after activation (see The Inactive Account Process)
      
  3. Click on the Administration link. (See Figure 1).
      
  4. Select an Administration Option:
  • Symphony Users
  • User status update
  • Group status update
  • Profile update


1. Symphony Users 

Administrators can activate users after registration or manage user access duration. If necessary, they can also remove a user's access(See Figure 1).

The Symphony Users screen

Figure 1. The Activate/Edit User Access screen.

  

2. User status update

Administrators can change the status of registered users on Symphony contract vehicles for their organization. (See Figure 2).

The User Status update section

Figure 2. The User Status Update screen


Steps to change user status:

  1. Click on the row with the User’s Name.
      
  2. Select the user’s status from the pop-up menu. 
      
  3. Click on the desired option.


Option definitions

Function

Actions 

Active 


Unrestricted access to view and perform tasks within their group's permissions.


Delete


User loses access to Symphony and no longer appears in the administration list.


Initial


User has registered but needs approval. Signing in will show an inactive account message.


Pending


User’s access is not approved, and they will receive an inactive account message.


Suspended


Account locked due to inactivity or too many failed sign-in attempts.
   


3.  Group Membership Update

Administrators can modify user permissions within the Administration link. Permissions can be changed by selecting from the Group Membership options. (See Figure 3).

Group Membership changes permission levels Figure 3. Group Administration interface

  

Option

Membership Definition

Administrator


  • Full management access and notifications; SAM.gov POCs receive this role after registration (see Prerequisites). 
  • Symphony also designates an administrator when a user receives an email invitation for a Symphony contract vehicle, after the contract is awarded. This occurs when contracts are loaded to Symphony.


Open Market 
Proposal Manager


Can submit proposals during open solicitations and receive submission notifications but does not have full administrative permissions.

Contract Manager/ Program Manager


Can submit proposals for awarded contracts, but does not have administration access. This role is reserved for contract holders only. It applies to order and market research responses. See also Assigning the Contract Manager/ Program Manager to a Contract.


Staff


Can view task order requests and work on proposal data, but cannot submit or retract proposals, or access administrative features.



Note: The Contract Manager and Program Manager roles in a proposal can only be changed before the solicitation deadline and these designations do not have administrative access in Symphony. Symphony also does not include an Authorized Negotiator role.


Best Practice

It is recommended that organizations delegate their proposal submission to an Open Market Proposal Manager to ensure accuracy.



4. Profile update

Users can update their profile information by clicking on the profile icon at the top right corner of the Symphony interface (see Figure 4)


Profile Updates

  1. Click on the profile icon.
  2. Update details, such as passwords or enable multi-factor authentication (MFA) using a QR code. (See MFA Information). 
  3. Registrants can contact us for name changes.

The profile icon is for managing personal information

 Figure 4. Profile Information


For further assistance, see Administration FAQs or contact us 

 

Users should be aware that the information on this website may not reflect the official positions of the Federal Government. The views and opinions expressed by agents of Apex Logic, Inc. are those of its employees and do not necessarily reflect those of the Federal Government or any of its officials. Guidelines and requirements provided by the Federal Government in the form of solicitations, amendments, modifications, or any other communications supersede any information provided by Apex Logic, Inc. If you have questions about this disclaimer, please contact us.

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