What to expect the first time you sign in to Symbiant, and where to find things once you’re in.

Applies to: New users

Before You Start #

Your Symbiant administrator sets up your account. When they do, you receive a welcome email with your site address and sign-in details.

• Your site address ends in .symbiant.cloud. Bookmark the main address, not a page inside the system.
• The password in the welcome email is temporary and expires after a while. If it has expired, use Forgot your password? on the sign-in page. See Resetting your Password.
• If the welcome email hasn’t arrived, check your junk folder. See Login Issues.

Note: If your company uses its own login (SAML single sign-on), you sign in with your work account instead of a Symbiant password.

Signing In #

1. Go to your site address.
2. Enter your Email (1) and Password (2).
3. Click Sign in (3).

If you’ve forgotten your password, click Forgot your password? under the Password box. See Resetting your Password.

If you’re signing in with a temporary password, you may be asked to choose a new password before you continue.

What You’ll See #

After signing in, Symbiant opens on a module’s dashboard.

• The left-hand menu (1) lists the modules you have access to. Click a module to open it.
• The dashboard (2) shows the module’s charts and its records.
• At the bottom left (3) are your name, Help (opens this knowledge base), Hide Menu (hides the left-hand menu) and Sign out. Administrators see Set up in place of Hide Menu.

Tip: You only see the modules and records your role and divisions allow. If something you need is missing, ask your Symbiant administrator.

Setting Up Two-Factor Authentication #

Click your name at the bottom left to open your account details. From there you can set up two-factor authentication with an authenticator app. See Multi-Factor Authentication (Google Authenticator).

Next Steps #

• System Navigation Overview
• Adding a Record
• Filtering Data
• Glossary of Symbiant Terms