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.

Contents

Default account types

Sigma supports three default user account types: Admin, Creator, 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.

Admin
Admins can administer system settings, users, teams, connections, integrations, and authentication through the Administration page. Admins have access to view and edit all documents in their organization.
Admins can create custom account types and edit default account types.
Creator
Creators have access to all modeling and workbook creation and editing features and can build their analysis from data they have permission to access. 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 access. 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. Go to Administration > Account Types.
  2. Click Create New Account Type.
  3. Give your new account type a name and description.
  4. 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 (“edit workbooks” requires the permission “view workbooks”).
  5. Click Create.

Edit an existing account type

Both default and custom account types are editable. To edit an account type:

  1. Go to Administration > Account Types.
  2. Click the individual account type. 
  3. Make your edits. 
  4. 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.

In the Account type detail

  1. Go to Administration > Account Types.
  2. On the Account Type that you would like to assign members to, click on the ••• menu and select open.
  3. Click Assign Members to open the modal.
  4. Type in the member(s) you wish to assign to the account type.
  5. Click Confirm.

In the People page

  1. Go to Administration > People.
  2. 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.
  3. Click on the more ••• menu and select Reassign account type.

Account types and 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. 

  1. Go to Administration > Account Types.
  2. 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.

Monitor license usage

To monitor the number of licenses used by account type, go to the People tab. To the right, each account type is listed with the corresponding number of active licenses. 

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