Learn how to manage your Partner account or Company-Specific Settings, such as SSO, Notifications, Integrations, Program Stakeholders, admin invitations, and more.
Symbol Security enables administrators with the “Owner” role to access and manage all Company or MSP/vCISO settings from the app. The steps differ depending on whether you’re trying to access the settings of an MSP or a standalone company.
Standalone Company Settings
If you're a standalone company (meaning it's not part of an MSP/vCISO account), you can access the settings page by navigating to the company portal and clicking on the "Settings" item from the left sidebar, from there you will be able to manage company details and functionalities like:
- General
From here you can manage all general company settings such as Single Sign On (SSO), M365 Users Sync, Symbol Inbox Delivery (SID), Opt-In Emails, Report a Phish button, Summary Report frequency, Emails Signature, Dynamic Data Variables, and more... - Information
From here you can see/edit all company information such as the address, timezone, location, and others (except the company name). Also, you can provide additional details about your company that can be used to generate more accurate programs. - Admins: here you can manage the list of admins who have access to your company, as well as inviting new ones.
- Notifications: here you can manage all company notifications such as training reminders, summary reports, etc...
- Integrations: From here you are able to manage all your Integrations such as Google Drive or OneDrive for policy storage purposes.
- Billing: Here you can see Billing Information such as plan details, subscriptions, and payment methods. (learn how to Manage Credit Cards).
- Invoices: Here you can see the list of invoices and preview each of them.
MSP/vCISO Settings
If you are an MSP or vCISO Owner, you will be able to see/manage all your settings at the Partner level. You can access these settings by clicking on the dropdown located at the top-right of the screen and selecting the option "MSP/vCISO Settings".
From the this screen you will be able to manage the multiple settings of your account such as:
- General Settings: Configure SAML Single Sign On (SSO), Report a Phish Button, Summary Report Frequency, Generate Symbol API Access Token, and others.
- Manage MSP Information: From here, you can see/edit the information of your MSP/vCISO account such as the address, timezone, location, and others (except the name).
- Whitelabel Settings. If you have this feature enabled as part of your subscription, you'll be able to customize your training portal and emails, read this article to know more information.
- Billing (MSP Only): Here you can see Billing Information such as plan details, subscriptions, and payment methods. (You can also Manage Credit Cards).
- Invoices (MSP Only): Here you can see the list of invoices and preview each of them, you can also download historical details about your invoices.
If you're an MSP/vCISO admin you can also manage the settings of each of your companies by navigating to the portal of each company and clicking on the "Settings"
link from the left sidebar.
If you're a vCISO admin, the billing will be managed at each company level.
Visit this article to learn more about this: Managing Child Company Settings