Account type and license overview

If your organization uses the Lite/Essential/Pro license model, refer to this account type and license overview.

Account types and licenses are foundational components of Sigma’s user management and pricing structure. Account types enable the selection of granular permissions that determine how users access and interact with data and documents in Sigma. The selected permissions determine the account type’s license tier used for billing purposes.

This document outlines Sigma’s license tiers and explains the relationship between account types and licenses. It also provides a comprehensive comparison of permissions that determine which license is assigned to each account type.

For information about using account types, see Create and manage account types.

This document is intended to provide general product information only. For details about license pricing, contact your Account Executive or Customer Success Manager.

License tiers

Sigma offers four license tiers that support different service levels to accommodate your organization’s diverse user requirements and access control policies. The following table describes model users and key capabilities of each license tier.


View	Suitable for report consumers who need access to prepared data and insights with baseline interactions. Highlights: View workbooks and reports Use predefined controls and drill paths Trigger most actions, including navigation, modals, controls, and element modifications View aggregated underlying data Download workbook pages as PDF and charts as PNG Add and view comments Mark documents as favorites Use Sigma Assistant to ask natural language queries Explain charts with AI
Act	Ideal for collaborative data contributors who actively input and update data. View license capabilities, plus: Submit forms and edit input tables Trigger advanced actions, including stored procedure and API calls Annotate comments View and filter underlying data Download entire workbooks (Excel or PDF), specific pages (Excel, PDF, or PNG), and individual elements (CSV, Excel, JSON, PDF, or PNG) Download reports (PDF) Schedule or send exports to email, Google Sheets, Google Drive, Slack, Microsoft Teams, and Microsoft SharePoint Create alerts
Analyze	Optimized for decision-making data consumers who require more deep-dive capabilities without building workbooks themselves. Act license capabilities, plus: Perform ad hoc analysis Use AI-powered formula assistant
Build¹	Designed for data architects, BI analysts, and report builders who model, transform, and analyze data. Analyze license capabilities, plus: Create, edit, and share workbooks and reports Build apps and workflows with actions Model, share, and materialize data Schedule or send exports to cloud services, webhooks, and email bursts Manage users, user attributes, and teams Manage integrations and connections Add and edit API connectors, credentials, and actions Write SQL and Python View Custom SQL logic

1The Build license also supports system administrators who can manage organization settings and users.

Account type and license relationship

Account types enable admin users to select granular permissions that determine which features and capabilities organization users can access. Sigma automatically assigns a license to each account type based on the highest license tier of the enabled permissions. This relationship allows for more flexible and scalable access control that adapts to ongoing changes in your user base and user requirements.

Account type permission availability matrix

If your organization uses the Lite/Essential/Pro license model, refer to this account type permission availability matrix.

The following table compares the account type permissions associated with each license tier. When configuring an account type, admins can enable or disable any combination of permissions within and across license tiers.

		View	Act	Analyze	Build
Data warehouse
Connections	View connections Browse connections, schemas, and database tables
Connections	Manage connections¹ Create new connections and manage existing ones (Automatically enables the *View connections* permission)
Tables	Annotate tables¹ Annotate database tables (edit column details, metrics, and links)
Stored procedures	Create stored procedure actions Configure actions that call stored procedures (Automatically enables the *Call stored procedure actions* permission)
Stored procedures	Call stored procedure actions Trigger actions that call stored procedures
Write-back
Input tables	Create input tables² Create and edit input tables in workbooks (Automatically enables the Edit input tables* permission)*
Input tables	Edit input tables² Add rows and edit cell values in input tables
Materialization	Schedule materializations² Create and edit materialization schedules
CSV	Upload CSV Upload and analyze CSV data
Warehouse views	Create warehouse views² Create warehouse views based on datasets and document elements
Data modeling
Data models	View data models² View existing datasets and data models
Data models	Create, edit, and publish data models² Create and manage datasets and data models (Automatically enables the View data models* permission)*
Features	Write Python Write Python code to run in your data platform
Features	Write SQL Query a connected data platform directly with SQL
Documents
Workbooks	View workbooks² View and interact with explorations and published workbooks
	Can comment on workbooks⁴ View and add comments on workbooks and reports
	Basic explore^2,3 View and interact with explorations and published workbooks with added ability to drill into data, filter columns, and more (Automatically enables the *View workbooks* permission)
	Full explore^2,3 Modify workbook elements to create custom views of published workbooks, configure actions, and more (Automatically enables the *Basic explore* and *View workbooks* permissions)
	Create, edit, and publish workbooks² Create new workbooks, manage existing workbooks, and share custom views of published workbooks (Automatically enables the *Full explore, Basic explore*, and *View workbooks* permissions)
	Set workbook data refresh² Set an automatic data refresh schedule for a workbook (Automatically enables the *Create, edit, and publish workbooks* permission)
Reports	View reports² View published reports
Reports	Create, edit, and publish reports Create new reports, manage existing ones, and share published versions. (Automatically enables the View reports* permission)*
Version tags	Apply tag² Apply version tags to workbooks or data models
Org management
Users and teams	Manage users Invite new users, delete users, and assign account types Cannot assign or reassign admins, or any account type with Manage users, Manage teams, Manage user attributes, Manage export integrations, or Manage connections
	Manage user attributes Create, edit, and assign user attributes
	Manage teams Create, edit, and delete teams. Assign users to teams
Usage dashboard	View usage dashboard View the organization dashboard
Usage dashboard	View SQL in usage dashboard View raw SQL in the organization usage dashboard (Automatically enables the View usage dashboard permission)
Branding settings	Manage email branding Manage organization branding settings for system emails
Branding settings	Manage all workbook themes and fonts Create, edit, and delete workbook themes and custom fonts
Plugins	Manage plugins Access plugin development features and manage custom plugins
Badges	Manage all badges Add, change, and remove workbook badges (Endorsed, Warning, or Deprecated)
Export integrations	Manage export integrations Can configure export integrations to Slack channels, Microsoft Teams channels and SharePoint folders
Sigma Tenants	Manage deployment policies Can create and manage deployment policies used to deploy content to tenant organizations.
Sharing / folders
Sharing and exports	Download² Immediately download entire workbooks, specific pages, and individual elements
	Export to email² Export entire workbooks, specific pages, and individual elements by email (Automatically enables the Download* permission)*
	Run exports as recipient² Choose to run exports as the recipients. (Automatically enables the Download* and Export to Email permissions)*
	Export to Google Sheet² Export data to Google Sheets spreadsheets (Automatically enables the Download* permission)*
	Export to Google Drive² Export data to Google Drive folders (Automatically enables the Download* permission)*
	Export to Slack² Export data to Slack channels. (Automatically enables the Download* permission)*
	Export to Microsoft Teams and SharePoint² Export data to Microsoft Teams channels and SharePoint folders. (Automatically enables the Download* permission)*
	Schedule export² Create, edit, and delete scheduled exports and alerts to send entire workbooks, specific pages, and individual elements (Automatically enables the Download* and Export to Email permissions)*
	Share documents² Share folders and documents with organization members
	Export to cloud² Export data to cloud storage (Amazon S3 or GCS) using a storage integration defined in Sigma or your data platform. (Automatically enables the Download* permission)*
	Export to webhook² Export data to webhook endpoints (Automatically enables the Download* permission)*
	Export as email burst Export data as email bursts to send different reports for each email recipient. (Automatically enables the Download* and Export to Email permissions)*
Folders	Create new folders² Create new personal, workspace, and shared folders
	Contribute to shared folders² Create new documents in workspaces and shared folders
	Create new workspace Create new organization workspaces (Automatically enables the *Contribute to shared folders* and *Share documents* permissions)
AI
AI features
	Explain charts with AI⁵ Use AI to instantly generate a description of any chart.
	Use AI with formulas⁵ Use the formula assistant to write new formulas, correct formula errors, and explain existing formulas.
	Use Assistant⁵ Access and use Sigma Assistant to ask natural language queries
	Create AI column⁵ Generate AI-powered column output with natural language prompts.
	Manage agents⁵ Create, edit, and delete Sigma agents.
Sigma MCP server	Use Sigma MCP with OAuth Access the Sigma MCP server with tokens granted through OAuth
External MCP connectors	Manage MCP connectors Add and edit MCP connectors to be used by Sigma agents
External MCP connectors	Use MCP connectors Use MCP connectors when called by Sigma agents
Developer
API connectors	Manage API connectors Add and edit API connectors and credentials
	Create API actions Create and edit actions that call an external API endpoint
	Trigger API actions Trigger actions that call an external API endpoint
Sigma API	Use Sigma API with OAuth Access the Sigma REST API with tokens granted through OAuth
Sigma API	Create API keys Create and manage your own API keys

1Access to individual connections is determined by data access.

2Access to individual datasets, data models, workbooks, and reports is determined by folder and document permissions. Similarly, the ability to edit input table data is determined by the data entry permission on individual input tables.

3For a comprehensive comparison of user capabilities, see Basic explore vs. Full explore.

4Enables the ability to add and view comments for all license tiers. Also enables screenshot capture and annotation in comments for Analyze and Build licenses only.

5AI features such as Sigma Assistant, explain charts with AI, and the AI-powered formula assistant require an AI provider to be configured for the organization. See Configure an AI provider.