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The administration activity User Admin activity allows you to manage your Users and their Roles.  You can also define the Site(s) Users have access to.

The Activity is split into the following sections;:


Table of Contents

Introduction

A User is the individual.  Each User has a unique log on.  We recommend they 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, but and new Roles can be added to suit the needs of your Users.

The Permission Management section is for updating users Users who have restricted access to a select group of sitesselected Site(s).  For example, a Head of a school Headteacher may want access just to the Energy Viewer for their school , and not the whole portfolio.

Logging into User Admin Activity

  • Click on the User Admin Activity on the Welcome page

        

  • Or use the Activities dropdown or the Activity Launcher

Dashboard Tab

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

The Widgets layout can be changed by dragging and dropping the sections.

         

Last Logged In section

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

  • Select   to save the Widget section to an XLS file
  • Select   to refresh the Widgetsection
  • Select  to amend the Settings of the widgetsection.  The Widget section can display the Users, the Roles or the Users and the Roles

          

  • Select Image RemovedSelect Image Added to maximise the Widget to full screen size.

...

  •   Click again to minimise


Total Weekly / Monthly  Logins Section

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

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

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

        • Chart selection - choose between Bar, Pie or Rotate both
        • Period - choose between Week or Month
        • Number of Intervals - choose between 1 - 8 for a Week, or 1 - 12 for a Month

                          


      • Select to maximise the section to full screen.  Click again to minimise

                     

      OR

               


      Weekly / Monthly Logins Section

      This 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 section to a zip file
      • Select   to refresh the section
      • Select  to amend the Settings settings of the section

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

            • Role  - choose between Show Users, Show Roles or Show Users and Roles
            • Chart selection - choose Bar or Pie
            • Period - choose Month or Week
            • Number of intervals - choose between 1 - 8 for a Week, or 1 - 12 for a Month

                              


          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 section to full screen.  Click again to minimise

                   



          Managing Roles

          • Click  

          The list of all Users is shows on the left hand side.  

          Default Roles

          • Admin User – full access (read and write) including Admin activity
          • Read Only User – read only access to all activities excluding Admin
          • Standard User – full access (read and write) excluding the Admin activity

          ...

          • activity

          ...


          • Click on a Role to see the details in the Role Management section. 
          • Each Activity or Sub Activity can be ticked/unticked to be included/excluded in the Role

                   


          Adding a new Role

          • Click Add Role

                   


          • Role Name - enter the name of the new Role
          • Schema -  choose from the dropdown, i.e. Read and Write or Read Only.
          • Tick boxes  - tick those the Activities that apply to this Role 

                   


          • Click 


          Managing Users

          • Click


          Creating a New User

          To add Click here for information on how to create a new User:

          • Click Add User

                   Image Removed

          • Populate all fields that require input; required fields are marked with the Image Removed symbol
          • Select the Role of your User; these will have been defined in the Manage Roles section

          Note: Selecting 'Override Validation' means that the User will be able to use their password to override a failed validator on an invoice in the Bill Entry activity.

                   Image Removed

          • 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 password.


          Resetting Passwords

          Users are able to reset the password themselves from the Sigma log on screen.  However Admin Users can also send out the reset password email on their behalf.

          User Reset

          Users should click here for more information on how to reset their own passwords.

          Admin Reset

          Administrators can send reset a User a reset password email.  Click for more information.

          Resetting Secret key

          The Secret Key is used to facilitate Two Factor Authentication.

          When this has been enabled, it provides an extra layer of security whereby users must provide a verification code that they have generated, in addition to their username and password. 

          a User.  Click here for more information regarding Two Factor Authentication.


          Adding a User to a Group from the Manage Users tab

          • Click on the Manage Users tab
          • Highlight the User
          • Tick the Group from the Data Permission Mapping dropdown

          ...

          • Tick the Restricted field

                   

          • Click 


          Managing Permissions

          • Click on 


          Groups are added into this section and are usually for 1 or 2 sites.  This narrows down the Users log in so that they only have access to the selected Site(s).  Once the Group has been added, it can then be assigned to a User.

          Adding a new Data Permission Group

          • Click Add a group

                   

          • Enter the name of the new group

                   


          • Click OK

          Adding Users to a Group

          • Select the Group

                


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

          ...

          • Click 
          • Tick Restricted to restrict the User to that Group


          Adding Users to a Group from the Manual Users tab

          If the User and the Role already exist:

          • Click on the Manage Users tab
          • Click on the User
          • From the Data Permissions Mapping dropdown, choose the Role

                  Image Added


          • Click Save


          Bulk Importing

          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 

          ...