Becoming a Symphony Administrator

These instructions will assist users in becoming an Administrator after Symphony registration. 

1. Contact the SAM POC

Only the SAM (System for Award Management) Points of Contact (POC) are considered authorized users of an organization (See Figure 1). These are also the only users automatically assigned to the administrator role. 

Figure 1. Points of Contact are located at sam.gov                            

Contact the SAM POC outside Symphony and request they use their administration link within Symphony to update an account.

2. Administrative Tasks

When an administrator registers and signs in to Symphony, they can activate accounts and assign others to the Administrator role. These are the steps administrators must follow in the Administration link:

1. Click on the row for the user to manage. 
2. Change the user status from Initial to Active (See Figure 2)
3. Save User Status.
4. Select the Administrator group checkbox (See Figure 2)
5. Save Group Membership.

Figure 2. Administrative tasks

• When additional users are assigned to the Administrator group, they will also have the ability to activate registered users. 
  
  
• Symphony supports unlimited users; they can all work in Symphony if their accounts are active.

3. How to Manage Users

Updates to users are instant and administrators should be aware of the following restrictions.

1. A SAM POC/administrator cannot see a user if the website for the contract vehicle is incorrect. 
   • The websites must match.
2. A SAM POC/administrator cannot see a user if registration was for a different company (UEI and Cage). 
   • The Company UEI and Cage must match. 
3. Symphony cannot be accessed on behalf of multiple companies without a unique email address for each registered UEI. 
   • Users can only be registered with one company at a time under one email address. 
4. Users cannot update the SAM POC(s) after registering and gain immediate access. 
   • Submit a Ticket if another administrator is unavailable.
5. Users cannot invite others from within Symphony because all users must self-register for the prime company, verify their registered email address, and set up their preferred method of Multi-factor Authentication. 
   • Ask additional users to register outside the system.
6. Users cannot register with group email accounts because the MFA code can only be tied to one person.
   • Each user must register their individual accounts.
   • Each user will have the same access to the company's information. 
   • A Symphony administrator does not relay the MFA because each user will receive their code upon login. 
7. Administrators cannot assign a user to a group to activate their account. 
   • Group permissions are only effective for active users.
8. Administrators cannot delete a user's account so that they can register again. 
   • We can move an account or revoke a registration if users contact us. 
9. All users should register for the company submitting a proposal or that holds the Symphony-managed contract. 
   • Users cannot register for JV members or subcontractors and share their information with another company. (See Working with Team Members and MRCLs).
10. Administrators cannot add users to Symphony on their behalf or assign positions to users who have not completed their registration for Symphony.

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