Invite colleagues to your organization and start collaborating on analysis!
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Click the profile icon in the top right corner of your screen.
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Select “Invite Users” from the dropdown menu.
This will take you to Settings and open the “Invite People to Use Sigma” modal.
This modal will allow you to invite one or more users with the same account type.
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Select an account type from the drop Select Account Type menu.
The
to the right of the menu will tell you about each selected role.
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Type the email address of the person you would like to invite under Enter Email Address. If you are inviting multiple users, type each address separated by commas.
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[Admin only] If you would like to add your new user(s) directly to a team, select one or more teams from the list under Assign Teams.
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Click "Invite" to send.
User Account Types
In Sigma, there are three user roles. What role a user has determines how they can interact with the documents they have permission to see.
Admin: Have access to all documents within Sigma and permission to edit all of the documents. They can administer system settings, users, teams, connections, integrations, and authentication.
Author: Have access to all modeling, analytics and dashboards capabilities. They have the ability to build worksheets and dashboard with data they have permission to access.
Viewer: They can view the objects they have permissions for, with very limited set of interactions. They may interact with parameters on worksheets and dashboards, and they can interact with dashboard filters.