Using Symphony’s Administrative Features

Modified on Fri, 20 Sep at 3:13 PM

Symphony significantly improves efficiency and transparency for proposal creation and evaluation. Symphony is designed to streamline the Solicitation Development aspect of the procurement process through intuitive, easy-to-use features.


Prerequisites:

Only users listed on the SAM.gov site as authorized Point of Contact (POC) representatives for their organizations receive administrative permission for Symphony. Administrative rights are granted when users register at the Symphony platform for contract vehicle sites.

Symphony includes the following contract vehicle links

GSA   =   ALLIANT 3      ASTRO      OASIS      OASIS PLUS      POLARIS     

DHA   =   HEC      MQS-NG      OMNIBUS    (Legacy) MQS


Authorized users receive sign-in information for administrative rights at these sites during contract vehicle registration. (See Gaining Administrator Access).


Accessing User Administration Options:

To access Symphony’s User Administration features.

  1. Register for Symphony
  2. Go to the Administration link. (See Figure 1).
  3. Select an Administration Option:
    • Symphony Users. 
    • User status update.
    • Group status update.
    • Profile update.


1. Symphony Users 

  • Administrators can activate users after registering for Symphony (See Figure 1).

  • Administrators can also limit the duration of users’ Symphony access or remove user access entirely if required.

The Symphony Users screen

Figure 1. The Activate/Edit User Access screen.

  

2. User status update

The User Status update section

Figure 2. The User Status Update screen

Administrators can update registered users’ status at the Symphony contract vehicle site for their organization (See Figure 2)

To change user status:

Click on the row by the User’s Name > Select user status from the pop-up menu > Click on the desired option.

Option definitions

Function

Actions 

Active 


Active status users have unrestricted viewing of Symphony and can sign in to perform tasks their group permission specifies. 


Delete


User no longer has Symphony access and does not appear in the administration link.


Initial


The user registered and requested sign-in approval. The user receives an inactive account message if signing in is attempted before approval.


Pending


The user is not approved for access and receives an inactive account message if attempting to sign in.


Suspended


The user account is locked due to inactivity or too many failed sign-in attempts. 



3.  Group Membership Update

Permissions for an organization’s active users can be changed within the Administration link (See Figure 3).

Group Membership changes permission levels Figure 3. Group Administration interface

  

Option

Membership Definition

Administrator


Has full management access. A SAM.gov POC for a registered company is automatically designated as an administrator during registration. (See PrerequisitesA user receiving an email invitation for a Symphony contract vehicle, after the contract is awarded, will also receive an administrator designation.


Open Market 
Proposal Manager


This user can submit proposals on their organization’s behalf during the open solicitation period but does not have Administrator permissions.

Contract Manager/ Program Manager


Can submit proposals on an organization’s behalf for its awarded contract vehicle. This role is reserved for contract holders only.


Staff


Staff users can view Task Order Requests and edit proposal data for their organization. This group does not have administration access and cannot submit proposals.



It is a management best practice for an organization to delegate its proposal submission responsibilities to its Open Market Proposal Manager to ensure information uploaded to Symphony is accurate. (Note: The Contract Manager and Program Manager roles do not have administrative access in Symphony. And Symphony does not include an Authorized Negotiator role).


4. Profile update

Symphony users can update their profile information by clicking on the profile icon at the top right corner of the Symphony interface (See Figure 4). Users can update profile information including passwords and the addition of authentication apps can be completed by scanning the available QR code. (See MFA Information).


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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