Search for conversations by name or email address

A Super Compliance Officer (SCO)/Compliance Officer (CO) can follow the steps below to search for specific conversations by name or email address.

1. In Symphony, select the Settings icon.

2. Select Admin Portal. 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.

5. Navigate to Search Messages, enter the name or email address and select the date range to query.

6. Select Apply. A list of conversations associated with the name or email address specified will be returned.