User Account Types

A user's account type determines their highest level of interaction with data and content in Sigma. Each user is assigned a single account type; they can only be assigned one account type at a time. Permissions can also be set to determine the specific access level a user has to workspaces, folders and documents in their organization.

Summary of Content

Default Account Types
Custom Account Types
      Create a Custom Account Type
Change a User's Account Type
      Change a User’s Account Type from the Account Type Details Page
      Change a User’s Account Type from the People’s page
Account Types vs License Types
View Account Type and License Type Details
       View Account Type and License Type Details
Related Resources

Default Account Types

Sigma supports four default user account types: Admin, Creator, Explorer and Viewer. An organization member's account type determines the extent to which they can interact with Sigma and the content they have permission to see. Admins can also create custom account types.

Admin: Admins can administer system settings, users, teams, connections, integrations, and authentication through the Admin Portal. Admins have access to view and edit all documents in their organization. 

Creator: Creators have access to all modeling, analytics, and dashboard capabilities. They have the ability to build worksheets and dashboards with data they have permission to access. Their access to underlying data sources is controlled by organization admins.

Explorer: Explorers have the ability to build workbooks with data they have permission to access, but they are unable to upload CSVs or join data sources. Their access to underlying data sources is controlled by organization admins.

Viewer: Viewers only have access to view the documents they have been granted permissions to. Their access is limited to a primarily view-only interface with a small set of interactions available. Viewers can interact with visible dashboard controls.

Custom Account Types

In addition to assigning the default account types, admins can mix and match individual permissions to create a custom account type.

Using custom account types, admins can selectively choose all and only the functionality they would like certain groups of users to have. 

Every permission in Sigma is tied to a certain license level. Billing for a custom account type is determined by the license level of the highest selected permission.

Create a Custom Account Type

  1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
  2. Select the Account Types page from the left hand panel.
  3. Click the Create New button in the top right corner of the screen.
  4. Give your new account type a name and description.
  5. Select or deselect any of the permissions you’d like this account type to have.
    Most “Viewer” level permissions are selected by default. These can be unselected unless a higher level permission requires them (e.g. “edit workbooks” requires the permission “view workbooks”).
  6. Click Save.

 

Change a User's Account Type

There are two ways to change a user’s account type from Sigma’s Admin Portal. If your organization uses an Identity Provider (IdP) for account management, please instead follow our instructions for managing users and teams with SCIM.

Change a User’s Account Type from the Account Type Details Page

  1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
  2. Select the Account Types page from the left hand panel.
  3. On the Account Type that you would like to assign members to, click on the ••• menu and select open.
  4. Click Assign Members to open the modal.
  5. Type in the member(s) you wish to assign to the account type.
  6. Click Confirm.

 

Change a User’s Account Type from the People’s page

  1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
  2. Select the People page from the left hand panel.
  3. On the Members tab, find the user for which you would like to change account types.
    If the list is long, you can use the search bar to search by name or email.
  4. Click on the ••• menu and select reassign account type from the dropdown.

 

Account Types vs License Types

Account types and license types are not directly synonymous. An account type refers to the access level a user has for Sigma. A license type refers to how that account type is billed. 

Your organization’s account types and associated license types are listed on the Account Type page in your Admin Portal. 

View Account Type and License Type Details

  1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
  2. Select the Account Types page from the left hand panel.
    Here you will see a list of your organization’s account types. Each account type’s associated license type is listed under License type.
  3. Select an account type from the list to view a detailed list of permissions associated with that account type, as well as a full list of users assigned to that account type.

 

Related Resources

Invite People to Your Organization
Managing Users and Teams with SCIM
Using Custom Account types with your IdP
Folder and Document Permissions
Data Permissions