Find and send requests to external users

Scroll down to see how to do this in Symphony 1.5

 

In Symphony 2.0: 

If your company allows external communications, use quick search to find and connect with people outside of your organization. Type in the name of the person you would like to connect with or use advanced search to see more results.


Find the person you want to connect with and click Request to the right of their name or click their name to open their profile (figure 1):



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Figure 1 Search for an external contact and request to connect

Here, you can also click Request to send a connection request (figure 2):



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Figure 2 Send a request from their profile


When a user accepts your request you can start chatting. You will be notified of all connection request updates in your notifications (figure 3):

 


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Figure 3 View connection request updates in notifications

Note: If you don’t see external contacts in search results and do not see a yellow EXTERNAL workspace on your workspace bar in Capital Markets mode, then you are not enabled for external communication and should speak to your Symphony Admin. If you do see external people but do not see the specific individual you’re looking for, that person may not be set up to communicate externally on Symphony.

 

 

In Symphony 1.5:

If you are enabled for external communications, use Search to find and connect with people outside of your organization. Type in the name of the person you would like to connect with and hit Enter to see a list of matching names.


Find the person you want to connect with and either click the Request button to the right of their name or, click their name to view their profile (Figure 1): 

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Figure 1 Search for an external contact and request to connect


Here, you can click Send Request to send them a Connection Request (Figure 2):

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Figure 2 Send Request from their profile


After they accept your request, you can start chatting. View all outgoing and incoming connection requests under Network icon in the upper right (Figure 3 and Figure 4):

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Figure 3 Network icon

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Figure 4 Community Tab where you can view your connections


Note:
 If you are not able to see anyone externally or see the Community tab, then you are not enabled for external communication and should speak to your Program Manager. If you can see other people externally but not the specific individual you’re looking for, they may not be allowed to communicate externally on Symphony yet