Configure your Symphony Messaging workspace

 

Profile Customize your profile with specific role information Profile walkthrough
Essential Collaboration mode Start simple and clean, tabs for each chat Essential Collaboration mode
Capital Markets mode utilizes a dense interface to maximize the number of messages, data points, and chats on 1 pane of glass Capital Markets mode
Settings: internal vs. external notifications Easily manage your notification settings with a clear distinction between internal and external communications Settings: internal vs. external notifications
Notifications on Symphony Messaging (advanced) Explore various methods for receiving notifications on the Symphony Messaging platform. Notifications of Symphony Messaging [advanced]
Bookmark messages Bookmark and save key messages and data to organize and prioritize your workflow Bookmark messages
Signals & tags (advanced) Use signals and tags of keywords to stay on top of news and trends. Follow tags by creating signals to curate
content using #hashtags and financial instruments. Track keywords to quickly highlight key topics that are personal and only visible to you.
Signals & tags [advanced]
Folders, workspaces & layout Use folders and workspaces to organize your message flow and customize your personal layout Folders, workspaces & layout