Create a new end user account

End user accounts are the most common type of account, providing users with the basic level of access to Symphony.

To create a new end user account:

  1. Navigate to Create An Account in the Admin Portal under Accounts.
  2. Enter the Basic Information of the user under the End-User Account tab and ensure their Role Type is left blank.

Notes:

  • The First Name and Last Name fields have a 64 character limit.
  • All other fields have a 256 character limit.
  1. Select whether their password is emailed to them as a link, is automatically generated by Symphony or is set manually.

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  1. Complete the rest of the account information, for example Contact Information, Business Information and Entitlements.
  2. Select Create to save the new end user account.

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For more information on accounts, refer to the Symphony Admin Guide.