Set up custom home pages

In Sigma, you can set up custom home pages to provide the most relevant information to different users in your organization. You can set up multiple custom home pages, each for different teams, and tailor them depending on individual team needs.

For example, you might want to create a "New user onboarding" home page that recommends guides, templates and internal experts to new users. Alternatively, you can recommend the most used documents for a specific sales or engineering team in a custom home page so those team members have convenient access.

A custom home page lets you embed the first page of a specific workbook as part of the Sigma home page your organization or team lands on. Because a custom home page is embedded, you can leverage workbook elements such as charts, images, videos embedded in an embed element, text and links in a text element, KPIs and more.

When you set up a custom homepage, the custom homepage appears in a For you section when a user visits Sigma home.

This document covers how to set up custom home pages and how to change existing home page configurations.

System and user requirements

• You must be assigned the Admin account type to enable and assign home pages.
• If you want different home pages for different groups of users, create a Sigma team for each group of users.
• The workbook you want to set as a custom home page must be shared with the intended users, granting those users at least Can view access to the workbook.

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If you use OAuth as an authentication method for your Sigma organization, users can experience access errors when their OAuth tokens expire, which can happen if they stay logged in to Sigma for a long time.

To avoid this scenario, configure any workbook you use on a custom homepage to run with service account credentials. See Run a workbook with service account credentials.

Set up a custom home page

To set up and a custom home page:

1. Go to Administration > Account > General Settings.
2. In the Custom Home Pages section, select Enable.
3. Click Assign Attribute.
4. Search for and select the user or team you want to set the custom home page for.

If you want to use the same home page for the entire organization, search for and select All members of your Sigma organization. 5. In the Assigned Value dropdown, search for and select the workbook you want to use for your custom home page, then select Assign.

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If you want to set up a different home page for different teams, repeat steps 4 and 5 for each team. If a team already has a custom home page set up, it does not show up in the dropdown list of available teams.

Edit or remove a custom home page assignment

To edit or remove a custom home page assignment:

1. Go to Administration > Account > General Settings.

2. In the Custom Home Pages section, select Edit. The User Attributes page opens, set to the home_page attribute.

3. From the assignment you want to edit, click More.

   • To change which custom home page is assigned, select Edit value and choose a new custom home page.
   • To delete the custom home page assignment, select Unassign.

Edit custom home page priority

If you have users who belong to multiple teams, you can decide which home page listing takes priority and reorder them accordingly:

1. Go to Administration > Account > General Settings.

2. Under Teams Assigned, drag and drop the listings to change their priority. Sigma shows the higher priority assignment's workbook to the users.

   For example, you might have a home page for one team and another for all other users in your organization. Put the team in the first position, so they will see their assigned workbook. Users outside that team will see the workbook assigned to All Members.