The administrator account is the first user to be set up under the company profile. This account will have permissions to execute all actions for your company account.

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Team Members

The admin can invite team members. To Invite team members:

  1. Login to Sigma.
  2. Click on My Account.
  3. Click on Team.
  4. Click on Invite New Member.
  5. Fill in the details of the member and click on Send Invite.
  6. An invitation will be sent via email.
  7. Once the invite is accepted, the member is added to the team 👏.

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Roles

  • User Roles enable you to manage user access and actions within the Sigma Dashboard, ensuring appropriate access levels while upholding data security.

  • When your account is created, default User Role Groups are established, with your administrative account automatically assigned to the Admin group.

  • Administrators can invite other users and assign them to existing role groups, or create new groups as needed.

GroupDescription
AdministratorFull access and control over the system.
ManagerCapable of performing managerial tasks and accessing relevant reports.
ReviewerAble to review transactions within Transaction Monitoring.
DeveloperEmpowered to perform setup actions and access API credentials.
Fraud AnalystAnalyses transactions that may appear fraudulent and take necessary actions.
Transaction Monitoring ReviewerReviews transactions on transaction monitoring.
Credit Assessment ReviewerAssesses bank statements that have been uploaded.
Transaction Screening AlertReviews alerts on transaction screening.
Transaction Screening ReportsReviews and generates reports on transaction screening.

You can also create a custom role for a user. Click on Teams -> Manage Roles -> Create Custom Role