Folder and document access

Manage access to documents, workspaces, and folders. Documents include data models, reports, workbooks, and datasets. Workspaces and folders organize documents.

Who manages document access?

Access for each Sigma document can be shared, modified, or revoked by either the individual document’s owner or an admin.

The document owner is initially the user who created the document. Admins can reassign ownership when managing content permissions. For instructions, see Transfer ownership of a document. If the original owner is deactivated, ownership is transferred. For more details, see After deactivating users.

Access types

Access to documents can be granted to users, teams, and/or to all users in an organization. Access options for workspaces and folders are different from the access types granted for documents.

Folder access

Access granted at the folder or workspace level applies to all documents within the particular workspace or folder.

Document access

Access granted at the document level applies to the specific workbook, data model, report, or dataset.

Permission inheritance

Access to workspaces, folders, and documents is additive.

Access is additive

A user or team can be granted multiple access levels to content in Sigma.

For example, a user may be granted Can View access on a folder and Can Edit access to a specific document in that folder. In such a scenario, the Can Edit access is respected for that specific document. However, the user will only have Can View access to all other content in the folder.

Inherited access cannot be downgraded. For example, if a user is granted Can Manage access to a folder, the user automatically inherits the same access to all content in that folder. Assigning the user Can View access to a document in that folder does not override the higher-level Can Manage access inherited from the folder.

Upstream access is not inherited

When a team or user is given access to content in Sigma, that access is not passed to upstream sources.

Grant and manage access

Access is managed directly on each individual folder or document:

• Share a document (workbook, data model, report)
• Share a folder or workspace

Access shared content

When content is shared with you, whoever shared it can automatically send an email notifying you that you now have access.

To find content that has been shared with you:

1. In Sigma Home, view the left navigation.
2. Select Shared with you.
3. Review and filter the list of documents and folders.

Documents shared with all users in a Sigma organization do not appear in Shared with you. For more information, see Share a workbook or data model.

Request access to content

If you open a link to content that you do not have access to, such as a workspace, folder, data model, report, or workbook, you see an Access Denied error page.

You can request access to the content by clicking Request access below the error. After you request access, the button text changes to Request sent and the owner of the content is notified.