Please follow these instructions to successfully make changes to your team members in your Company Assets in Symphony. 

Step 1. Go to Team Members

Step 2. Edit the Team Member

Step 3. Edit the Business Factors

Step 4. Edit the Teaming Documents

Step 5. Review and Complete


1. Go to Team Members 

Navigate to My Company and select the Team Member tab. Your Team Members will be displayed in a table format for you to view, edit or delete from your asset library. Use the Team Member's name as a link for changes and review.


Team Members screen in My Company 

2. Edit the Team Member

You can edit the team member's business factors and make changes to the supporting documents from their record before a submission deadline. Please upload teaming agreements or subcontractor letters of commitment on the documents tab within My Company > Team Members > Team Member. If a Team Member’s type or SAM data is incorrect, you must delete and re-add them.

Team Member Business Factors or Documents


3. Edit the Business Factors

Business Factors that the Team Members' can contribute will not display on the Company Overview screen. You should only see full shading for the business factors that belong to the prime in the My Company, Company Overview. Please reference the Offeror Support folder for more information on where the factors can appear. 

Add Claims
Remove Claims
Select the Team Member's Business Factor.
Select the Team Member's Business Factor.
Upload the supporting documents.
Un-claim the Team Member's Business Factors.
Certify the claim.
Delete the supporting documentation.
Save changes.
Close the claim.


4. Edit the Teaming Documents

Upload or delete the supporting team member documents in your Team Member(s) documents tab. You do not upload these documents at the prime level.  

  • A Joint Venture requires a JV agreement. 
  • A Mentor-Protege requires an SBA-approved Mentor-Protege Agreement. 
  • Subcontractors require a Subcontractor Letter of Commitment. 


5. Review and Complete

Review the team member's general information and documentation to verify your changes. 


If you still need help, contact us.

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