Enable or disable account upgrade requests

Sigma allows users to request an account upgrade to gain access to features and capabilities their current user account type doesn't permit. For example, users can request to be reassigned to an account type that allows them to create or explore workbooks.

This document describes where the upgrade request is available to applicable users and explains how admins can disable the ability to request upgrades.

User requirements

To disable your organization's ability to request a account upgrade, you must be assigned the Admin account type.

Upgrade requests

Users without permission to create workbooks

When a user without permission to create workbooks clicks Create New on the Home page, Sigma notifies them that the ability to create workbooks requires an account upgrade. The user can send an upgrade request to organization admins, who can reassign the user to an account type with Create, edit, and publish workbooks permission.

Users without permission to explore workbooks

When a user doesn't have permission to explore workbooks, Sigma displays a Request explore access button in workbook headers. The user can click this button to learn about Explore access and send a upgrade request to organization admins, who can reassign the user to an account type with Explore workbooks permission.

Enable or disable upgrade requests

1. Go to Administration > Account > General Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select Account, then open the General Settings tab

2. In the Features section, locate the License upgrade request setting.

3. Toggle the switch to the "on" position to enable the feature (default), or toggle the switch to the "off" position to disable it.