Folder and document permissions

Manage access to documents, workspaces, and folders. Documents include data models, workbooks, and datasets. Workspaces and folders organize documents.

Who manages permissions?

Access for each Sigma document can be shared, modified or revoked by either the individual document’s owner or an organization Admin.

The document owner is initially its the member who created it. However, admins do have the ability to reassign ownership when managing content permissions (note the new owner must be shared the document first before they can be assigned ownership).  Ownership may also be transferred to an admin if the original owner’s account has been deactivated.

Permission types

Permissions can be granted to users, teams, and/or to all organization members. Workspace and folder permission options vary from document permission options.

Folder permissions

Permissions set at the folder level apply to all documents within the particular workspace or folder.

Document permissions

Permissions set at the document level apply to the particular workbook or dataset.

Permission inheritance

Access to workspaces, folders, and documents is additive.

Permissions are additive

It is possible that a user or team can be granted multiple permissions on content.

For example, a user may be granted Can View access on a folder and Can Edit access on a specific document in that folder. In such a scenario, Can Edit permission will be recognized for that specific document. However, the user will only have Can View permission on all other content in the folder.

Inherited permissions also cannot be downgraded. For example, if a user is granted Can Manage access on a folder, they automatically inherit the same permissions for all content in that folder. Assigning them to Can View access on a document in that folder will not override the inherited higher-level Can Manage access.

Upstream access is not inherited

When a team or user is given access to content in Sigma, that access is NOT passed to upstream sources.

Grant and manage permissions

Permissions are managed directly on each individual folder or document. Use the instructions linked to below for the content type you wish to share.

• Share a workbook
• Share datasets
• Share a folder

Access shared content

When content is shared with you, whoever shared it will be given the option to send an email notifying you that you now have access. To find content that has been shared with you:

1. Open Sigma’s left hand navigation panel.
2. Click to open your Shared With Me page.
   

Documents shared with all users in a Sigma organization do not appear in Shared with Me. For more information, see Share a workbook or data model.

Request permissions to access content

If you do not have permissions to access specific content (such as, a workspace, folder, dashboard, dataset, or workbook), you'll receive an Access Denied error page. 

However, you can request access by clicking the Request Access button. Once clicked, the button will change to Request Sent. The owner of the content will review the request.