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Creating a Bot User

Guide for creating a bot user in the admin portal
Please note the below steps can only be performed by a Symphony Pod Administrator as they will have the necessary administrator privileges to access the Administration Portal.
In order to create a bot and begin your development journey, you must first create a bot user, also known as a service account. You can only do this yourself if you are a pod administrator on your Symphony pod. Otherwise, please seek assistance from your pod administrator or your internal IT Service Desk if you are unsure who to contact.

Create a Bot User

  1. 1.
    Navigate to your Symphony admin console for your Pod (for example, https://mycompany.symphony.com/?admin) and login with your credentials.
  2. 2.
    Select 'CREATE AN ACCOUNT' from the left hand navigation.
  1. 1.
    Select the 'SERVICE ACCOUNT' tab.
  1. 1.
    Fill in the 'Basic Information' and the 'Additional Information' sections
  1. 1.
    Enable the appropriate role(s) that your bot requires.
Navigate to Bot Permissions for a full list of bot roles and privileges.