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The administration activity is split into the following sections;

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Table of Contents

Introduction

A Userrefers to the individual login required per user is the individual.  Each User has a unique log on.  We recommend they are set up using the first initial and last name of a user, ie Keith Smith's log on would be ksmith.

A Role is a specific category of user with custom activity permissions. You can assign different roles for different user activities (such as Bill Entry or Energy Managers).The permission management the set of Activities that a User has access to.  There are default Roles already in Sigma, but new Roles can be added.

The Permission Management section is for updating users who have restricted access to a select group of sites.  For example, a Head of a school may want access just to the Energy Viewer for their school, not the whole portfolio.By default you will have a template role that has all available activities. It is recommended you configure your required roles before creating the individual users. Selecting one of these thumbnails will open that activity in a new tab.

Logging into User Admin Activity

  • Click on the User Admin Activity on the Welcome page

        


Dashboard Tab

This is the default page for the User Admin Activity, useful used to view your Login details at a glance.

The Widgets layout can be changed in the same manner as the main Dashboard:

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by dragging and dropping the sections.

         

Last Logged In Widgetsection

This Widget section displays when the users last logged in, the date the Users were created and if a user has 'Never' logged in.

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  • Select  to maximise the Widget to full screen.

         



Total Weekly / Monthly  Logins

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Section

This Widget section displays how many logins there have been into in a week or month  – this is for both User Roles and User Aliases.  The Widget section can be displayed display data as a Pie Chart, Bar Chart or rotate between both.

  • Select   to save the Widget section to a zip file
  • Select  to refresh the Widgetsection
  • Select   to amend the Settings of the widgetsection

The Data can have an interval of Month with a maximum of 12 or Week with a maximum of 8.

          


  • Select to maximise the Widget section to full screen.

              


Weekly / Monthly Logins

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 Section

This Widget section displays how often a User Alias or User Role has logged in each Month or Week. There is a table of data at the top and a chart below.

  • Select  to save the Widget section to a zip file
  • Select   to refresh the Widgetsection
  • Select  to amend the Settings of the Widgetsection

The Widget section can display data as a Pie Chart and/or Bar Chart.

The Data can have an interval of Month with a maximum of 12 or Week with a maximum of 8.

The Widget section can display data for Users (User Alias), Roles (User Roles) or both.

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The Chart at the bottom will display details for the first user in the table by default, select another in the table for the chart to update.

  • Select   to maximise the Widget section to full screen

         



Managing Roles

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Use the below example to create a file for importing Users in bulk. 


Import Users example.csv

Note:  Click Image Modified then click on Image Modifiedto download the CSV file.


  • Once created, click on  
  • Click  Upload 

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