A Super Compliance Officer (SCO)/Compliance Officer (CO) can search for specific conversations by name or email address by following the steps below:
1. In Symphony, select the Settings icon (Figure 1):
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 All Conversations under Compliance (Figure 2):
Figure 2 All Conversations
5. Navigate to Search Messages, enter the name or email address and select the date range to query (Figure 4):
Figure 4 Search messages
6. Select Apply.
7. A list of conversations associated with the name or email address specified will be returned.