The The administration activity is split into the following sections;
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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
To add From the Dashboard, click on the Manual Users tab.
Adding a new User
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- Click Add User
- Populate all fields that require input; required fields are marked with the
symbol - Select the Role for the User - this will have been defined in the Manage Roles section
Note: Selecting 'Override Validation' means that the
Note: Fields marked 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 for more information on Roles
- Data Permission Mapping - choose from the dropdown if you are restricting the Sites the User will have access to. Click here for more information
- Tickboxes
- Restricted - tick if you are using the Data Permission Mapping
- Override Validation - tick if you want the User will be able to use their password to override a failed validator on an invoice in the Bill Entry activity, and be able to delete certain Items
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- Disable User - tick if the User no longer requires access
- Click Save to commit the changes
An email will be sent to the specified email address providing details for users to access the system and set their Notes:
- You need to enter a valid email address format, ie have .com or .co.uk at the end
- You can not have the same user name twice - even if one is KGower and one kgower (Sigma will ignore the case it is written in). The following prompt will appear:
Click here for more information on the email notification and the complexity of the password.
Note: The email expires after 4 hours. If the User has not activated the Log on, reset the password for the User - see below.
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Users should click here for more information on how to reset their own passwords.
Admin Reset
Administrators can reset a password for a User. Click here for more information.
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