Creating a User Account for Symphony Manage

Overview

You may need to set up a new account for a user to be able to access the Symphony Manage portal or add permissions to an existing account.

Solution

1. Register a user account on the Symphony Manage portal (if it hasn't been created yet).
   1. Click Create an account. 
      
      
      
      
   2. Enter the email and password for a new user and click Sign Up.
   3. The user should receive a validation email and open the link from that email. Please also check the Spam folder.
2. Submit a request to Symphony Support, providing:
   • Email address of the user
   • Permissions that need to be assigned to the user - either provide the email address of an existing user to copy permissions from their account or list the permissions/roles that need to be assigned to the user.
     
     
     
     The most commonly used roles are described below; usually, a brand’s admin user will only require the ROLE_ADMIN, and super admins will additionally require ROLE_PRODUCTION.
     
     

     Permission	Description
     ROLE_ADMIN	Basic access, which is required to log in to Manage. Provides access to the following tabs and sub-tabs: Insights > Reports Catalog Products Categories Bulk Upload Progress Import Images Fulfillment 3rd Party Orders Receiving (ASN) Inventory management Warehouse Forecast Discounts Promotions Coupons Customer Service Orders Customers Subscriptions Returns Wholesale > Applications
     ROLE_PRODUCTION	Provides access to the following sections: Site Management Site Configuration Site navigation Page Elements Product Tabs URL Mapping  Fulfillment Billing Upload Audit Warehouse Shipping Options
     ROLE_DROPSHIP	Grants access to Fulfillment > Ship Orders. Note: Only for brands using dropshipping.
     ROLE_COMPOSE	Grants access to Compose > Web.
     ROLE_NOTIFICATIONS	Grants access to the Notifications menu.
     ROLE_SALES_REP	Allows the user to be selected as a Sales rep.
     ROLE_MANAGE_INTEGRATIONS	Grants access to the Integrations menu.

     
     
     

Testing

The user should be able to log in to Symphony Manage and access the required features (according to the assigned permissions):

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