Companies
      Back to home
      1. Help Center
      2. Admin Application Help
      3. Companies

      Company/MSP Settings

      Learn how to manage all the settings of your company/MSP such as SSO, Notifications, Integrations admin invitations, and more.

      Symbol Security allows admins with the role of "Owner" to access and manage all the Company or MSP settings from the app. The steps vary depending if you are trying to access the settings of an MSP or a standalone company.

      Note: Only admins with role "Owner" can access to the settings.

      Non-MSP Company Settings

      If you're a standalone company you can access the settings page by navigating to your 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, and more...
      • Information
        From here you can see/edit all company information such as the address, timezone, location, and others (except the company name). 
      • 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 Settings

      If you are an MSP Owner, you will be able to see/manage all your settings at the MSP level. You can access these settings by clicking on the dropdown located at the top-right of the screen and selecting the option "MSP Settings".

      From the MSP Settings you will be able to manage the settings of your MSP account like:

      • General Settings: Configure SAML Single Sign On (SSO), Download Report a Phish (MSP manifest), Configure Summary Report Frequency (It affects all your child companies), Generate Symbol API Access Token,
      • Manage MSP Information: From here you can see/edit the MSP information such as the address, timezone, location, and others (except the MSP 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: 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, you can also download historical details about your invoices.
      If you're an MSP 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. Visit this article to learn more about this: Managing Child Company Settings