Please follow these instructions or watch the video to successfully conduct User Management activities using the Administration link in Symphony.
1. Go to the Administration Link
Only a registered Symphony Administrator has the Administration link (See Figure 1).
- You can only activate additional users after they register. You cannot add users.
- You can limit those who have access, or provide access and remove access after specific tasks.
Figure 1. Administration Link and screen.
2. Update User Status
Administrators can only manage users registered for the same company at the right Symphony website for the contract vehicle (See Frequently Asked Questions).
- Click on the row for the user you want to activate or disable.
- Change the user's status (See Figure 2).
- Save your changes.
Figure 2. Activate accounts to allow sign-in
The status options are defined below (See Table 1).
| Active | Users can sign into Symphony and perform the tasks for their group permissions. There are no restricted viewing roles in Symphony once a user has an active status. |
| Delete | The user no longer needs access to Symphony and they should not appear in the Administration link. |
Initial | The user has registered and needs approval to sign in. The user will receive an inactive account message. |
| Pending | The user is not authorized to sign in. The user will receive an inactive account message. |
| Suspended | The user has a locked account from inactivity or too many failed password attempts. |
Table 1.
3. Update Group Membership
You can add or remove additional group permissions from all registered users within your company using the Administration link (See Figure 3). A user’s status must be active for the Group Membership permissions to apply.
Figure 3. Group Membership Options
The group membership options are defined below (See Table 2).
| Administrator | The registered company's SAM POC(s) are automatically assigned to this role. Administrators have full access to everything including managing users. Users who receive an email invitation for the Symphony contract vehicle after the contract award are also assigned the administrator role. |
Open Market | The user can submit a proposal on behalf of the organization during open solicitations. The role does not include the Administration link. |
Program Manager | These users can submit proposals on behalf of the organization for their awarded contract vehicle. The Program Manager role only applies to contract holders. |
| Staff | These users can view Task Order Requests and edit proposal data on behalf of their organization. These users cannot access administration, submit proposals, or respond to clarifications. |
Table 2.
One Open Market Proposal Manager role can be assigned to the user responsible for the following actions:
- Submit a proposal on behalf of the organization during open solicitations.
- Respond to clarification requests.
The Open Market Proposal Manager will verify that the information uploaded is accurate.
- The Contract Manager and Program Manager roles are not part of Administration. These roles cannot be updated after proposal submission. Please email the program office if there are changes they need to know about during the evaluation period.
- The Authorized Negotiator role is not part of Symphony.
Click here to watch the video on YouTube.
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