Please follow these instructions if you want to be an Administrator after registering for Symphony. Please reference How to Access Symphony for more information on the available contract vehicles.

1. Contact your SAM POC

2. Get your Account Updated

3. Know How to Manage Users

1. Contact your SAM POC

Only the SAM (System for Award Management) Points of Contact (POC) are considered authorized users of an organization. These are also the only users automatically assigned to the administrator role. The image below shows where this information is located at entity navigation menu

2. Get your Account Updated

When additional users are assigned to the Administrator group, they will also have the ability to activate registered users. You can have as many users in Symphony as you need and they will all be able to work in Symphony if their accounts are active. The image below shows what sections must be updated in Symphony.

User Management screen

Please contact your SAM POC outside Symphony and request that they update your account in their administration link within Symphony. When your administrator registers and signs in to Symphony, they can follow the guidance found in How to use Administration to activate your account and assign you to the Administrator role. These are the steps to follow in the Administration link:

  1. Click on the row for the user you want to manage. 
  2. Change the user status from Initial to Active 
  3. Save User Status.
  4. Change the group permissions to Administrator.
  5. Save Group Membership.

3. Know how to manage users

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

  1. Your SAM POC/administrator cannot see you/a user if either of you used the incorrect website for the contract vehicle. Make sure the websites are the same.
  2. Your SAM POC/administrator cannot see you/a user if either of you registered for a different company (UEI and Cage). Make sure your company (UEI and Cage) are the same.
  3. You cannot access Symphony on behalf of multiple companies without a unique email address for each registered UEI. All users can only be registered to one company at a time with one email address. 
  4. You cannot make updates to the SAM POC(s) after you register and get immediate access. We will need to manually activate your account if another administrator is not available.
  5. You cannot add users to Symphony on their behalf or assign positions to users who have not completed their own registration for Symphony. 
  6. You cannot invite others from within Symphony because all users must register themselves for the prime company, verify their registered email address, and set up their preferred method of Multi-factor Authentication. Please ask additional users to register outside the system.
  7. You cannot register with group email accounts because the MFA code can only be tied to one person. Please ask each user to register for their own accounts, and each will have access to your company's information. A Symphony administrator does not relay the MFA because each user will receive their own code at the time of login. 
  8. You cannot assign a user to a group to activate their account. Group permissions are only effective for active users.
  9. You cannot delete a user's account so that they can register again. We can move an account or revoke a registration if you contact us
  10. All users should register for the company that is 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. Please see How Team Members Work for more information.

If you still need help, contact us.

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