A user's account type determines how they can interact with Sigma Worksheets, Dashboards and Datasets. Permissions can also be set to determine which documents each user has access to.
Account Types
In Sigma, there are three user roles. A organization member's role determines how they can interact with the Sigma and the documents they have permission to see.
Admin: Organization 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.
Author: Organization authors 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. Their access to underlying data sources is controlled by organization Admins.
Viewer: Organization 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.
Changing a User's Account Type
- Open your Admin Portal by selecting ‘Administration’ in the user menu at the top right of your screen.
- Select the ‘People’ page from the left hand panel.
- 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.
- Click on the ••• menu and select a new account type from the dropdown.
