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The  The administration activity is split into the following sections;

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Table of Contents

Introduction

A User is the individual.  Each User has a unique log on.  We recommend Users 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 the set of Activities that a User has access to.  There are default Roles already in Sigma, and new Roles can be added to suit the needs of your Users.

The Permission Management section is for updating Users who have restricted access to a selected Site(s).  For example, a Headteacher may want access just to the Energy Viewer for their school and not the whole portfolioThe Users tab within the User Admin Activity allows you to create new Users.

Click here for more information on Creating Users, Roles and Administration.

Logging into User Admin Activity

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  • Or use the Activities dropdown or the Activity Launcher


Creating a New User

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From the Dashboard, click on the Manual Users tab.


Adding a new User

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  • Click Add UserUserk

         

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Note:  Fields marked Image Added are mandatory - the User Name and the Email address

  • Complete as follows:
    • Username - mandatory - we recommend the first initial and last name.  ie Keith Smiths Username would be ksmith
    • Forename - Users first name
    • Surname - Users last name
    • Telephone - Telephone number (not mandatory)
    • Email - mandatory (so that the email with the password link can be sent)
    • Role - choose from the dropdown.  Click here fore more information on Roies


  • Select the Role for the User - this will have been defined in the Manage Roles section

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