Deactivate users

This article describes how to deactivate members and allocate their documents to active users, and how to reactivate inactive users.

If your organization uses SAML + SCIM, you must deactivate users through your identity provider. If you deactivate in Okta, the user is marked as inactive in Sigma. If you deactivate a user in Azure, the user is set to inactive in Sigma for 30 days. After 30 days, the user is marked archived.

If your organization only uses SAML, you must deactivate the user in Sigma.

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If you deactivate a user, their client credentials (API and embed) will also be deactivated. References to these credentials will result in an invalid request error.

To deactivate users and allocate their documents to an active user, do the following:

1. Open the Admin Portal.

2. Click People to open the People page.

3. On the Members tab, select the checkbox next to each member you want to deactivate. To select all users, select the checkbox to the left of Name.

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   When you check the box to the left of Name, it only selects the users in your view. If you scroll down, more users appear and can be selected.

   The numbers to the right of Account type show the number of members currently displayed out of the total number of members.

4. After selecting users, click (Deactivate).

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   You can also click More for a selected member and then select Deactivate. This deactivates all selected users.

5. On the Deactivate User popup, the users you chose to deactivate are shown. For Select new owner, choose a new owner for the deactivated user's documents. By default, your user is selected. You can click the x to remove yourself and search for a new user to be the owner.
   

6. Click Confirm.

Deactivated user documents

When you deactivate a user, you do not need to manually transfer the documents created by the user, Sigma does this for you.

Documents such as workbooks, data models, datasets, and export schedules are transferred.

After deactivation, the user's documents are automatically migrated to the selected owner's My Documents folder, added at the following location: My Documents > Archived Users > . The folder title is the deactivated user's name.

If you use SAML and SCIM, the user's documents are also located in My Documents > Archived Users > .

Click More to share, rename, move, or delete the folder.

Deactivated user accounts & reactivation

After an account is deactivated, it still appears in the Members tab on the People page with a status of Inactive.

Inactive users are filtered out of the Members list by default. Use the list's filter menu to show all users.

To reactivate a user, select More > Reactivate.

Deactivate or reactivate user accounts via API

An admin in Sigma can use the Deactivate member API endpoint to deactivate a user. This reassigns the deactivated user's documents to the user with API credentials.

To deactivate a user and reassign their documents to a specific user, make a PATCH request to the Update member API endpoint. Set thenewOwnerId to the user ID of the desired document owner, and isArchived to True.

When you use the Update member API endpoint to deactivate a user, you can also choose to archive all documents owned by the user rather than transferring them, or archive the export schedules when you transfer the documents to a new owner.

Reactivate disabled users in bulk

To reactivate users in bulk, do the following:

This operation is limited to organizations that do not use an IdP for authentication.

1. In the Admin portal, open People.
2. On the Members tab, remove the Active filter, then select and select Deactivated to show only deactivated users.
3. Select the checkbox next to each user that you want to reactivate. To select all deactivated users, select the checkbox next to Name.
4. Click (Reactivate).
5. Click Confirm.