The administration activity is split into the following sections;

Introduction

The 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

• Click on the User Admin Activity on the Welcome page

• Or use the Activities dropdown or the Activity Launcher

Creating a New User

From the Dashboard, click on the Manual Users tab.

Adding a new User

• Click Add User

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
    • Disable User - tick if the User no longer requires access

• Click Save to commit the changes

Notes:

• You need to enter a valid email address format, ie have.com 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.

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 reset a password for a User.  Click here for more information.