How to export a list of Symphony users

From the Admin Portal, you can export and download a .csv file which details all the users who have access to your pod.

Export a list of Symphony users by following these steps:

1. In Symphony, select the  Settings icon (Figure 1):

 

Settings_Icon.png

Figure 1 Settings

 

2. Select Admin Portal.

 

Note: This option is only available if you're a designated Administrator with Admin Portal access.

 

3. Select Begin Session.

 

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

 

4. Select Browse Accounts (Figure 2):

 

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Figure 2 Browse Accounts

5. Select Export All Accounts (Figure 3):
 
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Figure 3 Export All Accounts
 
6. The .csv file will be downloaded.
 
Note: The export may take several seconds to complete.