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Managing firm and user accounts

  1. Symphony Help Center
  2. Admin Resources
  3. Cloud9 Admin & Troubleshooting
  4. Managing firm and user accounts
  • Create/Edit/Deactivate Cloud9 users accounts
  • Add a Cloud9 user from group B to group A
  • Add a Cloud9 user to a group
  • Cloud9 Admin Portal role permissions
  • Create a custom role and assign it to groups or specifics users
  • Deactivate and delete Cloud9 user accounts permanently
  • Enable Multi-Factor Authentication (MFA)
  • Generate a new API key for Cloud9
  • Manage contacts - add and edit contacts
  • Manage users via templates
  • Set up a forced logout schedule

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