Certain prerequisites are necessary to be able to access Symphony Messaging embedded in a Partner platform. These depend on whether you are a standard Symphony customer, or you have been granted / intend to get Sponsored Access.
Note: To check whether a Symphony Messaging instance is already set up for your firm, refer to this article.
Prerequisites for standard Symphony customers
- Enable third party cookies in the users' browser.
- Provision a Symphony Messaging account for the unlicensed users (for more details, see the section Creating end-user accounts in the latest Symphony Messaging Admin Portal Guide).
- Enable external communications for users (for more details, see the section Enabling external communications in the latest Symphony Messaging Admin Portal Guide).
- Request users to enable Auto-accept connection requests in their Symphony Messaging settings
- Enable new room members to view conversation history (for more details, see the section Instance-level entitlements supported by Symphony Messaging in the latest Symphony Messaging Admin Portal Guide)
- (Optional) Activate Single Sign-On on the Symphony Messaging tenant.
Note: Only standard Symphony customers can configure SSO. If you have been sponsored via a Partner or via a Sponsored Access request, you will either be using the Partner’s SSO, or need to set up a dedicated password to access Symphony Messaging.
Prerequisites for Sponsored Access users