Gaining Business Administrator Access

Before registering as a Symphony Administrator for a company, follow these steps to verify the Point of Contact (POC) role at the System for Award Management (SAM.gov) website.

1. Verify Points of Contact Role at SAM.gov

Go to SAM.gov and sign in.    Use the Search option and filter the results by Entity Information (see Figure 1).    Enter the Company name or UEI (Unique Entity Identifier) and then Search.    Select the company name from the results.    Go to the Points of Contact tab to verify the SAM Entity Record, which is required for initial administrator access (see Figure 1). Note: SAM.gov Points of Contact are considered Symphony Administrators.

Figure 1. SAM Entity Records

2. Download SAM record 

After registering in Symphony, POCs must Submit a ticket and provide the SAM.gov UEI along with a copy of the POC information so that we can verify access. 

• The documentation must show the Point of Contact's name and email address and the UEI.
• If the user's name is not listed as a POC, they should Register as a Business User.

3. Register in Symphony

Make sure the correct contract vehicle website is accessed and use the Register Now link on the Symphony Sign In page (see Figure 2). SAM.gov Points of Contact (POCs) are the only authorized users for an organization in Symphony. 

Email Requirements:  Do not use a group email address; only individual email accounts are allowed. Each email address can only be linked to one company in Symphony. Multi-factor Authentication (MFA): All users must set up their preferred MFA method during registration.  Administrator Role: For security reasons, Administrators cannot add users to Symphony. Each user must register individually to become a Symphony user. Registration and administrative tasks are handled within Symphony. Validation Email: After registering, Symphony will send a validation email to confirm the email address. Enter the validation code from the email to proceed.  If the email is not received within a few minutes, check the spam or trash folders. Click Cancel to restart registration.

Figure 2. Register Now link

Symphony is not affiliated with SAM.gov but uses it solely to verify an active entity's information and eligibility to do business with the government. An entity with an "ID assigned" does not yet have an active SAM record and cannot be added to Symphony.

4. Acknowledge the Checklist

Before registering, ensure that all the required information is ready (see Figure 3).  

Figure 3. Registration Requirements 

5. Register the Organization

Enter the SAM.gov UEI for the Prime Entity (the contract holder or award recipient).

• Do not enter the UEI of a CTA (Contractor Team Arrangement) Contractor, Subcontractor, or JV (Joint Venture) Member.
  
• If there is more than one CAGE code assigned to the UEI, include the CAGE (Commercial and Government Entity) code with the UEI.
• A company cannot share its data with another company under separate registrations.

Verify the information retrieved from SAM is accurate before proceeding.

• If correct, select "Yes" to continue.
• Submit a Ticket for Registration Changes such as the affiliated company or account details. 

6. Configure the Account 

The username will be the email address, and the first and last name identifies the account holder.    Set up MFA using a time-based Authenticator Application or text messages (see Figure 4).    Complete registration by entering the code from the MFA tool.    A confirmation page will display after a successful registration.     Email is not an MFA option.    Scanning the QR code with a phone camera will not work for future logins.

Figure 4. MFA Set-up screen

7. Request Activation

Once registration is complete, contact us with the SAM.gov UEI and a copy of the POC details from SAM.gov so that we can verify access and activate the matching account. There is no auto-activation.

Need help? Contact us  

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