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Admin Onboarding Guide to Symba

Step-by-step guide to set up your platform for success when logging in as an Admin for the first time.

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Written by Lindsey Perez

Welcome to your role as an administrator on Symba! Here’s a step-by-step guide to set up your platform for success.


1. Setup Settings ⚙️

Configure the essential settings to personalize the Symba platform for your organization.

Steps:

  • Click the top right arrow by your profile name.

  • Select 'Master Settings' from the dropdown menu.

  • Actions to Complete:

    • Add departments to help users find their teams quickly.

    • Add Groups to help organize your interns based on different cohorts like program type, location and more!

    • Choose a community quote that represents your organization's ethos.

    • Create three "Get to Know Me" questions for ice-breakers among interns.

Pro Tip: 💡 Add in engaging icebreaker questions for the "Get to Know Me" section. Check out some ideas here.


2. Create Your Admin Profile 👤

Your profile sets the tone for engagement and is crucial in fostering a welcoming community.

Steps:

  • Click the top right arrow by your profile name.

  • Select 'View Profile' from the dropdown menu.

  • Update and add details to your profile that encourage connections and conversations.

Key Info: Detailing your skills, experiences, and interests helps integrate you into the community fabric, setting a precedent for open and collaborative interactions.


3. Populate Engage + Resources 🌟

Purpose: Enhance the internship experience with engaging features and resources.

Engaging Features:

  • Discussion Boards: Foster communication and collaboration.

  • Video Gallery: Share educational and inspirational videos.

  • Events and Surveys: Engage and gather feedback from participants.

Steps:

  • Add relevant topics and content to the Discussion Board and Video Gallery.

  • Plan and schedule engaging events and surveys.

Effective Use: Regularly updating and engaging with these features ensures a dynamic and interactive environment for all participants.


4. Add Users 👥

Prepare to welcome and manage new users by organizing essential information.

Required Information:

  • First and Last Name

  • Email Address (personal for pre-participants/alumni, work for active participants)

  • User Type, Department, Launchpad Assignment

Steps:

  • Gather and input user data into Symba.

  • Utilize the "Master User CSV Sample" from the Resource section for a comprehensive data format.

Pro Tip: 💡 Manager-intern pairings are essential for feedback surveys. You can update pairings as needed.


Questions? We're always happy to help! Reach out to us at support@symba.io anytime or by using the chat widget found within your Symba account.

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