How to check if a user has communicated with external contacts

The audit trail within the Admin Portal can help you quickly identify whether a user has communicated externally with another user via Symphony. For example. this evidence may be required to investigate concerns or resolve disputed testimony about communication with external contacts. 

 

Check if a user has communicated with external contacts by following these steps: 

1. In Symphony, click Settings in the upper right-hand corner, then click General (Figure 1):

 

1.png

 Figure 1 Settings/General

 

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

 

2.png

Figure 2 Go To AC Portal
 
Note: Alternatively, navigate to https://companyabc.symphony.com/?admin as an administrator (where companyabc is the name of your pod)

 

3. Search for the relevant user and open their profile

 

4. Click the Audit Trail tab (Figure 3):

 

mceclip0.png

Figure 3 Audit Trail

 

5. Check the Conversation Scope column for any values identified as External (Figure 4):

 

mceclip1.png

Figure 4 External Value

 

6. This value shows the message/action was with an external contact and can be used to resolve any disputed testimony