Introduction
The Energy Viewer comprises of three areas:
View Bils
Enter Meter Reads
Analyse Data - which comprises of:
- Utility Analysis
- Meter Analysis
- Site Performance
Accessing the Energy Viewer
Go to https://www.sigmaenergyviewer.com and use the same log on details as you use for Sigma
Providing a user with access to this activity
This is only relevant to customers who are configuring their own permissions.
Open the Admin activity in the Sigma and choose 'Manage Roles'
Either select an existing role to update or add a new role
Tick the areas of Energy Viewer you want the role to have access to
Any user that is associated to that role will then have access to 'View Bills' in Sigma 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.
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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. (This will add all the Items that are associated with the Site, such as Accounts, Bills, Meters, Channels, Metering Data).
Drag and drop Sites from the Item Finder to the Selected Items
- Ensure
is ticked to add all of the Items associated with the Site
Click
to save the Group and the attached Users and Sites
Assigning Specific Items to a Group
If you do not want all of the Meters and/or Accounts associated to a Site, you can specify the required ones:
- Drag and drop Sites from the Item Finder to the Selected Items
- Untick
(this will add the Site only, not the Accounts, Meters etc - Click
- Untick
- Drag and drop the specific Accounts and/or Meters to the Selected Items
- Ensure that the Accounts/Meters are associated with the Sites that you have already assigned
- Tick to add the specific Accounts and/or Meters and the child items such as Bills, Channels and Metering Data
- Click to save the Group and the attached Users, Sites and specific Accounts and/or Meters
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
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Setting up a UserIf the User doesn't already exist, they can be added in the Manage Users section and then added to the existing Group (created as above).
Complete the details in the User Management section
An email will be sent to the User with a link so that they can create their own password User ResponsibilitiesThe User will be sent an email. They will need to click on the link to create their own unique password. Setting the PasswordWhen the User receives the email, they need to click on the link to create their own unique password.
Logging into the Sigma Energy ViewerOnce the User has set their password they are able to log into Sigma Energy Viewer.
 Online VideoA video is available on YouTube for anyone to view. It is just under 5 minutes long and explains all the elements of the Sigma Energy Viewer and how to use it. It you are unable to use YouTube, please contact TEAM and we can provide you with a different link. |
