Introduction

The administration activity is split into five sections;

A User refers to the individual login required per user.

A Role is a specific category of user with custom activity permissions. You can assign different roles for different user activities (such as Bill Entry or Energy Managers).

The permission management is for updating users who have restricted access to a select group of sites. For example, a Head of a school may want access just to the Energy Viewer for their school, not the whole portfolio.

By default you will have a template role that has all available activities. It is recommended you configure your required roles before creating the individual users. Selecting one of these thumbnails will open that activity in a new tab.

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.

Note: You will only be able to see a sub-activity if the master activity has been selected.

Dashboard

This is the default page for the Admin Activity, useful to view your Login details at a glance.

The Widgets layout can be changed in the same manner as the main Dashboard. Drag and drop to rearrange.

Last Logged In Widget

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

Select to save the Widget to an XLS file.

Select to refresh the Widget.

Select to amend the Settings of the widget. The Widget can display the Users, the Roles or the Users and the Roles

Select to maximise the Widget to full screen.

Total Weekly / Monthly Logins Widget

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

Select to save the Widget to a zip file.

Select to refresh the Widget.

Select to amend the Settings of the widget.

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

Select to maximise the Widget to full screen.

Weekly / Monthly Logins Widget

This Widget 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 Widget to a zip file.

Select to refresh the Widget.

Select to amend the Settings of the Widget.

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

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 Widget to full screen.

Managing Roles

Click

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

Click on a Role to see the details in the Role Management section. Each Activity or Sub Activity can be ticket to be included 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 that apply to this Role

Click

Managing Users

Click on

To add a new User, Click Add User

Populate all fields that require input; required fields are marked with the symbol.

Next select the Role of your User; these will have been defined in the Manage Roles section.

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.

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

From the Manage Users tab, click on the User.

Click

An email will be sent to the specified email address:

When the User clicks on the link, they are required to change their password.

They enter the password and the following prompt appears:

The User can now log into Sigma with their new password.

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.

Where the Secret Key is reset, the User must update their authenticator app before they will be able to login again.

More details on Two Factor Authentication can be found here.