Sigma Energy Viewer can be used by site managers to view their bills, meter usage and adding meter readings to non periodic channels. Once added via the Energy Viewer, they are instantly showing in Sigma. The users access can be limited to one (or more) sites and to parts of the Energy Viewer. See below details on how to set up users specifically for Energy Viewer.

Click here for more information and a link to our user Video.


Table of Contents

Setting up a Role

A Role is created to determine what areas of Sigma a User has access to. In this example, the User may only need to see the 6 elements of the Energy Viewer, or they may only need access to some of those elements. You could have more than one Energy Viewer Role, giving different elements to different Users.


From Sigma, open User Admin

  • Click

  • Click  


  • Role Name: enter a name for the role

  • Schema: choose Read and Write or Read Only

        

  • Complete the Role Management details:

    • Tick the Activities / Sub Activities required

       

Note: Site League Table will only be available if the Users has 2 or more Sites assigned to them

  • Click 


  • The Role will now appear on the left of the screen and be available to assign to a User



Setting up a Group

A Group is created so that Sites can be assigned to a User. Each Group can contain one or more Site. As an example, if you have 10 schools who require access to just their school, you would need to set up 10 Groups each having one Site assigned to them.

If you want to set up a Group for Building Units, please refer to Energy Viewer - Additional set up for Building Units.

Creating a Group

  • From the User Admin Activity, click 

  • Click to add a Group

  • Enter the name of the Group

          
  • Click OK

Once the Group has been created, Users and Sites can be added to it.

Assigning Users to a Group

One or more Users can be associated to a Group. This will give them all the same access.

  • From the You are editing Data Permission Group dropdown, choose the Group you want to assign Users to


          

  • All existing Users are listed in the Available Users section (see below for details on how to set up a new User)

  • Drag and drop the User from the Available Users section to the Selected Users section

    • Tick the Restricted field

      Note: You can add more than one User to a Group


        

        Note: If the User does not already exist, they can be set up and associated to the Group later (see below)

Assigning Sites to a Group

Each Group will need to have one or more Sites associated to it. This will determine what the User sees when they log into the Energy Viewer.

Once you have created the Group (see above), add the required Sites.

  • Drag and drop Sites from the Item Finder to the Selected Items


         

  • Click to save the Group and the attached Users and Sites

Tip: If you have more than one Group to set up, but don't have the Users set up yet - create all the Groups first, then create the Users (and add to the Groups) as below