The administration activity is split into the following sections;
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 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
Creating a New User
To add a new User:
- 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 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.
- 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.
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.