Create disclaimers

Super Compliance Officers and Compliance Officers can configure warning messages to be displayed when triggered by specific user actions, for example disclaimers can activate when users communicate with someone outside of their company.

To create a disclaimer:

  1. In Symphony, select the Settings icon.


  1. Select Admin Portal. This option is only available if you're a designated Administrator with Admin Portal access.
  2. Select Begin Session.

Note: Session Objective and Comments are optional fields and are not required to access the Admin Portal.

  1. Select Disclaimer Insertion under Compliance.


  1. Select Create Disclaimer.
  2. Enter the Disclaimer Name, Disclaimer Text, Disclaimer Frequency and select Save.
    • Setting the disclaimer frequency to every 0 days will cause the disclaimer to be displayed every time the user posts a message externally.

It's also possible to set disclaimers for individual users by first creating a named disclaimer, and then assigning it to a specific user.

Please refer to the latest version of the Symphony Admin Guide for further information on disclaimers.