Disclaimers are warning messages to be displayed when triggered by specific user actions, for example disclaimers can activate when users communicate with someone outside of their company.
Symphony admins can disable disclaimers for specific users:
- In Symphony, select the Settings icon.
- Select Admin Portal. This option is only available if you're a designated Administrator with Admin Portal access.
- Select Begin Session.
Note: Session Objective and Comments are optional fields and are not required to access the Admin Portal.
- Navigate to Disclaimer Insertion under Compliance.
- Select Create Disclaimer.
- Create a new disclaimer as described in this article.
This is the disclaimer that you will later disable.
- Navigate to Bulk Manage Accounts and download the template with the user information.
- Locate the specific users you wish to have a disabled disclaimer in the downloaded .csv file and set the disclaimer column to the newly created disclaimer.
- Save the .csv file.
- Drag and drop the new the .csv file into the Admin Portal.
- Navigate to Disclaimer Insertion under Compliance.
- Select the new disclaimer, and on its page select Disable Disclaimer.
- Verify that the specified users can now no longer see the disclaimer.
To disable the disclaimer for more users at a later date:
- Re-enable the disabled disclaimer.
- Add the other users to the disclaimer.
- Disable the disclaimer again.
If you require further assistance with disclaimers, please contact the Symphony Support team at support@symphony.com.