Checklist for new Sigma admins
When onboarding onto a new Sigma organization, there are several key configurations admins should set up to get the most value out of Sigma. This document is a checklist of the most important items you should configure within your first 30 days in Sigma.
For information on how to access the Administration portal, admin abilities and common administration tasks, see Administer Sigma.
Authenticate into your organization
Set up organization authentication
Ensure users in your organization can sign in to Sigma securely and reliably.
Choose an authentication method
By default, your organization uses password authentication. Work with your IT team to select and configure a more secure authentication method. See Authentication methods for your Sigma organization for available methods.
Set up organization essentials
Set the foundations for your organization by configuring data platform connections, enabling key AI features, and managing users, teams, and workspaces.
Access and secure your data
Connect Sigma to your data platforms.
Connect to your data
Work with your database administrator to set up connections so that Sigma can communicate with the data platforms you need to use. See Connect to data sources.
Set up audit logging
Set up audit logging so you can view data on user-initiated events within your Sigma organization. See Enable or disable audit logging.
Set up tools for Builders
Ensure you have access to the AI features and tools your organization and Builders need to be effective.
Set up and test write access
Set up write access so that Sigma can write back to your data platform. This is required before your organization can use key features like input tables, materialization, and CSV uploads. Collaborate with your database administrator to ensure you have the correct permissions in your data platform. See Set up write access.
Set up an AI provider
Set up an AI provider for your organization so users can use features like Sigma Agents and Sigma Assistant, and build AI apps. See Configure an AI provider.
Set up API connectors and credentials
API connectors enable you to use Call API actions and are essential for building AI apps. See Configure API credentials and connectors in Sigma.
Set up an external storage integration
Configure an external storage integration using a customer-owned bucket for full control over where your data lives, who has access to it, how long it’s retained, and how it’s encrypted. See External storage integration overview.
Manage users, teams, and workspaces
Configure necessary account types and set up department management with teams and workspaces.
Understand account types and permissions
Understand how account types and licenses work in Sigma. See Account type and license overview.
Create custom account types
If you need to provide users access that isn’t covered by the default license tiers, create custom account types. See Create and manage account types.
Set up user attributes and security
Set up a combination of user attributes to manage row-level security and dynamically assign roles, row-level security to restrict access based on the characteristics of the user viewing the data, and column-level security to protect sensitive data as needed.
Create teams
Create teams for specific departments or roles in your organization so that you can grant access and permissions to multiple users at once. See Create and manage teams.
Create workspaces
Create workspaces to organize folders and documents by team or function. See Manage workspaces.
Customization and housekeeping
After setting up the essentials, customize your organization’s settings and branding to match your company’s needs, and get access to additional security and support resources.
Security and support management
Get access to self-serve security documents.
Get security portal access
Contact your Customer Success Manager to request access to the Sigma Security Portal for your security team.
Get support portal access
Contact your Customer Success Manager to request access to the Sigma Support Portal so that you can view and track support tickets for your organization.
Customization and branding
Tailor your organization’s settings and branding to match your company’s needs.
Set up a custom home page
Configure a custom home page so you can surface the most relevant information to your users when they log in to Sigma. See Set up custom home pages.
Configure theming and branding
Match your company branding by configuring workbook themes with custom colors, fonts, layout styles, and more. See Create and manage workbook themes.
Edit localization settings
Change your organization language and timezone if needed. See Set organization locale and Change the account time zone.