Symba.io

Master your Symba Hub: announcements, discussions, profile updates, alerts, and events with pro tips.

The Hub

Lindsey Perez

Marcus Sobral

Admin Knowledge Base

Add, edit and manage user details from the Manage User feature

Manage Users

Editing Users

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

Admin Onboarding Guide to Symba

How to create a new password if you forgot.

Forgot Password - Admin

See exactly what a participant or pre-participant will see when they log in, right from your admin console. No test account required.

👀 View as User: Preview the Participant Experience

Admin Settings

View program analytics and insights to ensure success

Dashboard

Surveys

Engage: Video Gallery

Connect with your community through the Discussion Board

Engage: Discussion Board

best practices, discussion post, discussion board, post, engagement, community

Best Practices - Discussion Posts

Engage

Learn how to create, assign, and keep track of all projects.

Projects

Connect and engage with other users across your organization

Community

Visualize all your and your users projects and related tasks in one place.

Calendar

Learn how to automate user tasks with Journeys on Symba, enhancing engagement and efficiency across your platform.

Journeys

Explore editing options through the journey email builder.

Journey Email Builder

Journey templates give you a starting point for building a journey, so you do not have to build every one from scratch. You can now start a journey from a…

Journey templates

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.