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How to configure multiple company names for a user

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William Ko

Administrators can set different company names for specific users in the same private pod if properly configured. This company information will be displayed on a user's profile. 

 

Contact your Technical Account Manager, Solutions Architect or the Symphony Support team to raise a change request to include all the company names you would like to have available for display.

 

Note: This requires an approval process and may take several weeks to complete

 

Once the request has been approved and actioned, the Admin/Super Admin for your pod can update a user's company information in the Admin Portal by following the steps below:

 

1. In Symphony, click Settings > General in the upper righthand corner (Figure 1):

 

 

1.png

 Figure 1 Settings > General

 

2. Click Go to AC Portal at the bottom of the window (Figure 2):

 

2.png

Figure 2 Go To AC Portal

3. Locate the user you wish to update and navigate to the Business Information section (Figure 3):

3.png
Figure 3 Business Information

4. Click on Company Name and select the desired option for the user (Figure 4):

4.png
Figure 4 Company Name

5. Click Save (Figure 5):

5.png
Figure 5 Save

Based on your company's settings, the features in this article may not be applicable to you. Please contact your Symphony Admin or IT department with any questions.

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