Create a new end user account

End user accounts are the most common type of account and will give users the basic level of access to Symphony.

To create a new end user account, navigate to Create An Account in the Admin Portal under Accounts. Enter the Basic Information of the user under the End-User Account tab and ensure their Role Type is left blank (Figure 1):

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Figure 1 Create An Account

Note: First Name and Last name have a 64 character limit.

Note: All other fields have a 256 character limit.

Select whether their password is emailed to them as a link, is automatically generated by Symphony or is set manually (Figure 2:)

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Figure 2 Password

Complete the rest of the account information, for example Contact Information, Business Information and Entitlements.

Select Create to save the new end user account (Figure 3):

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Figure 3 Create

Further information on accounts can be found here.