Folder and Document Permissions
Summary of Content
Who manages permissions?
Permission Types
Workspace and Folder Permissions
Document Permissions
Permission Inheritance
Permissions are Additive
Upstream Access is Not Inherited
Grant and Manage Permissions
Access Shared Content
Request Permissions to Access Content
Related Resources
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 creator. However, admins do have the ability to reassign ownership when managing content permissions. 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.
Workspace and Folder Permissions
Permissions set at the folder or workspace level apply to all documents within that workspace or folder.
Permission |
Granted privileges in shared workspaces and folders |
Can View |
|
Can Explore |
|
Can Contribute |
A user with Can Contribute access to a workspace automatically gets Can Edit access to all documents that they’ve personally created in that workspace. They also get Can View access to datasets in the workspace and Can Explore access to workbooks in the workspace. |
Can Manage |
Can Manage in a workspace or folder grants Can Edit on any docs within that folder |
Document Permissions
(Workbooks and Datasets)
Permission |
Granted privileges on shared documents |
Can View |
|
Can Explore |
Only available in workbooks
|
Can Edit |
|
Permission Inheritance
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 a Dataset
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:
- Open Sigma’s left hand navigation panel.
-
Click to open your Shared With Me page.
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.
Related Resources
Share a Workbook
Share a Dataset
Share a Folder
Managing Workspaces