Accessing the admin guide via the Admin Portal

Access the Admin Guide via the Admin Portal by following these steps:

 

1. In Symphony, click the Settings cog wheel and select the General tab (Figure 1 and Figure 2):
 
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Figure 1 Settings
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Figure 2 General
 
2. Click Admin Portal (Figure 3):
 
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Figure 3 Admin Portal

 

Note: If this option is not available, you are not an administrator and therefore do not have access to the Admin Portal.

 

3. Click Begin Session (Figure 4):

 

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Figure 4 Begin Session

 

4. Hover your mouse over the box where your name is displayed and click Help (Figure 5):

 

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Figure 5 Help

 

5. A pop-up window from Symphony Docs will be displayed with the available versions of the Admin Guide (Figure 6):

 

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Figure 6 Symphony Admin Guides

 

Note: Refer to the Knowledge Article found here for further information on accessing Symphony Docs.

 

6. Click on the desired version and download as required.