Manage Users in Symphony
Symphony provides the management controls necessary to create users and manage user access of Symphony. Authorization for users to use product features and functions is controlled by the privileges, permissions, and attributes that are assigned to users, groups, and tenants.
When using SAML single sign-on protocol, users and groups may be automatically provisioned in Symphony (account level synchronization). For more information, see Symphony Supported Authentication Tools.
To add a new user quickly and easily, see Add New Users.
Edit an Existing User
You can quickly and easily edit a user as an admin by selecting Users from the main menu on the Symphony home page. More advanced changes can be made in the Managed Dashboards module, or the Data Discovery module.
Edit basic user information as a tenant admin
Log in as a tenant admin.
Verify you're in the appropriate tenant (if you are the administrator for multiple tenants) by selecting My Tenants from the main menu.
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Select Users from the main menu. The Users work area opens.
System admins are listed with an Admin tag in the Name column on the main Users landing page.
Only Global Users can be system admins, and show a Global User tag in the Tenants column.
Search for all admins by entering Admin in the search box.
Scroll to find an existing user, or use the Search field to find a user.
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Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens.
Update the User name, Full name, and Email as needed. Optionally, enable or disable User is an admin.
Select Update user to save your changes.
If you need to make other changes to this user, select the action menu, then select a module to edit the user information in that module. Make appropriate changes in Managed Dashboards or in Visual Data Discovery.
Edit basic user information as a system administrator
Log in as a system administrator.
Select Users from the main menu. The Users work area opens.
Scroll to find an existing user, or use the Search field to find a user.
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Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens
Make any changes needed to editable fields, then select Update user to save your changes.
If you need to make other changes to this user, select the action menu, then select a module to edit the user information in that module. Make appropriate changes in Managed Dashboards or in Visual Data Discovery.
Perform advanced user tasks in Managed Dashboards
Most advanced user tasks are performed in the Managed Dashboards module.
Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.
Select Users from the main menu. The Users work area opens.
Scroll to find an existing user, or use the Search field to find a user.
Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens
Select the actions menu button, then Edit in Managed Dashboards.
A list of users opens. Search for the user, or scroll to find the user you want to edit.
Select a user, then Edit from the Contextual menu, then make and Save your user changes.
Perform advanced user tasks in Visual Data Discovery
Some advanced user tasks are accomplished in the Visual Data Discovery module.
Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.
Select Users from the main menu. The Users work area opens.
Scroll to find an existing user, or use the Search field to find a user.
Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens.
Select the actions menu button, then Edit in Visual Data Discovery.
A list of users opens. Search for the user, or scroll to find the user you want to edit.
Select a user, then make and Save your user changes.
See the following topics:
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