Create a new compliance account

Compliance accounts have the ability to perform certain tasks such as monitoring rooms, running reports and managing expression filters. Super Compliance Officers have more privileges than Compliance Officers.

In Symphony, there are 2 types of compliance account:

To create a new compliance 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 select their Role Type as Compliance Officer/Super Compliance Officer (Figure 1):


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:)


Figure 2 Password

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

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


Figure 3 Create

Further information on accounts can be found here.