Set the Current Account for a User

This applies to: Visual Data Discovery

If a user has access to multiple Symphony accounts, you can specify the account they should use the next time they log in. After logging in, they can switch accounts, as needed.

After a user switches accounts, the most recent Symphony account they worked in is remembered and used the next time they log in. If a user is assigned to only one account, that account is always the current account.

To specify the current Symphony account for a user:

  1. Log in as the supervisor user. The Manage Users work area appears, listing all the user definitions in the Symphony instance. If you navigate away from this work area, you can always access it by selecting Tools > Users from the main menu.

    The default supervisor user is no longer installed; add users to the Supervisors group instead.

  2. On the left side of the page, select the name of the user definition whose accounts you want to modify. The user definition appears on the right side of the page.

  3. Select the Account(s) tab. This tab lists all the accounts to which the user is assigned and the number of groups to which the user is assigned in each account.

    Select the accounts to which a user belongs, and define a current account for the user

  4. Using the drop-down list in the Current Account box, select the account that should be used the next time the user logs in.

  5. Select Save to save the user definition.