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Exclusive access to the Master profile. Regular administrators and users do not see these features.

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What it is

The Master profile manages the platform as a whole, above the level of a single company. Compared to a regular administrator, the Master has four additional resources:
  1. Platform section in the Admin Panel — register/configure Companies, define Permissions, publish Global announcements, and manage the Global cache.
  2. Switch company — choose, via the sidebar, which company they are currently viewing/operating.
  3. Migrate user between companies — on the Users page.
  4. Clone agent between companies — on the Agents page.

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How to access

  • Platform: user menu → Admin Panel → Platform section (visible only to Master), with Companies, Permissions, Global announcements, and Global cache.
  • Switch company: in the sidebar (user menu), Switch company option.
  • Migrate user and clone agent between companies: actions available within the Users and Agents pages themselves.

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Switch company (set the focus company)

Since the Master acts across multiple companies, they need to indicate which company they want to work on. This is done via the Switch company option in the sidebar (clicking your name/avatar).
1

Open the user menu and click Switch company

2

Select the desired company

3

Confirm the focus company

From then on, Symphony reflects the focus company. The selected company name appears as a reference in the menu itself.
Always check which company is in focus before creating users or changing settings, to avoid applying changes to the wrong tenant.

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Companies — registration and management

Registration, editing, and activation/deactivation of companies are in Platform → Companies. Each company has its own access domain, license limit, and authentication (SSO) provider. It’s from registering a company that new clients get their own address and users in Symphony. The Companies page shows the list of registered companies, with a search field (by name or domain) and a New company button.

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Create a company

1

Click New company

2

Fill in the General, License, and SSO/AD tabs

See the fields for each tab below.
3

Click Create company

FieldRequiredDescription
Company nameYesDisplay name of the company. Must be between 3 and 60 characters.
DomainYesUnique access identifier. Only lowercase letters, numbers, and hyphens accepted. Defines the access address: symphony.fcamara.com/<domain>.
Below the Domain field, the screen shows a preview of the final address users will use to access the company.

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Edit a company

In the list, use the edit action for the desired company. The same window (General, License, SSO/AD) opens with current data. When done, click Save changes.

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Activate / Deactivate a company

Each company can be activated or deactivated from the list. When deactivating, a confirmation is shown:
  • Deactivate: all company users immediately lose access. The action is reversible — just reactivate the company.
  • Activate: users immediately regain access.
There must always be at least one active company. When trying to deactivate the last active company, the system blocks the action with a warning.

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Permissions

The Permissions page defines, per company, what each profile (Administrator and User) can do. Permissions are organized into three major groups (with toggles for each item):
  • Chat — file uploads, message editing/deletion, voice (STT/TTS), multiple models, code interpretation, web search, image generation, archived conversations, attach knowledge/prompt/tool, temporary chat, etc.
  • Workspace — access to Agents, Knowledge, Prompts, and Tools.
  • Admin panel — access to management and settings sections.
These permissions determine which features and screens each user sees in Symphony.

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Global announcements

Lets you publish notices/banners that appear to users across all companies, regardless of tenant (e.g., maintenance notices or platform news). This is what differentiates a global announcement from a specific company’s banners: the global one reaches all platform users at once. Each announcement lets you define type, display period, and the option to dismiss by the user.

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Global cache

Platform cache management tool, used for maintenance and data updates at a global scale.

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Migrate user between companies

On the Users page (Admin Panel → Management → Users), the Master can move a user from one company to another. The action is available on the user’s row (migration icon) and only appears when another active company exists to migrate to.
1

Locate the user in the list

2

Click the migrate to company action

3

Choose the destination company and confirm

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Clone agent between companies

On the Agents page (sidebar → Agents), the Master can clone an agent to another company, reusing a ready-made configuration in another tenant. The Clone to company option is in the agent’s action menu and only appears for the Master when another active company exists as a destination.
1

In the agent's action menu, choose Clone to company

2

Select the destination company and confirm

3

A copy of the agent is created in the chosen company

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Best practices

  • Choose a short, clear, and stable domain — it’s part of the access address and shouldn’t change frequently.
  • Set the maximum licenses according to the company’s contract/plan; leave blank only if the company can be unlimited.
  • Configure SSO whenever the company uses Microsoft or Google — improves security and login experience.
  • Before deactivating a company, notify users, as access is cut immediately.
  • Adjust permissions carefully: they directly affect the experience of all company users.
  • Use global announcements to communicate maintenance and news in advance.
  • Before creating users or changing settings, check the focus company (Switch company option) to avoid acting on the wrong tenant.

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Frequently asked questions

The Administrator manages one company. The Master manages the platform and all companies, including company registration, permissions, and global resources.
No. Only lowercase letters, numbers, and hyphens.
Yes. Left blank, the company has no user limit.
No. Deactivation only blocks user access and is reversible by reactivation.
At symphony.fcamara.com/<domain> (the preview appears when you type the domain).
Review the data (IDs, secret, and Redirect URI) in the provider portal (Azure/Google) and confirm that the redirect URI registered there is identical to the one entered here.
Permissions apply per company and profile; ask the user to reload the session (Ctrl/⌘ + Shift + R). Also confirm if the feature depends on additional technical configuration (e.g., image/audio provider).

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Known limitations

  • All features in this section are exclusive to the Master profile.
  • The company name must be between 3 and 60 characters; the domain only accepts lowercase letters, numbers, and hyphens.
  • At least one company must remain active — it’s not possible to deactivate all.
  • SSO operation depends on valid credentials configured in the external provider (Microsoft/Google).
  • Permission changes immediately impact what users in that company can access.