Team Members And Roles

Administrator Account

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.

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 Team Members.
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 👏.

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.

Default User Role Groups:

Group	Description
Administrator	Full access and control over the system.
Manager	Capable of performing managerial tasks and accessing relevant reports.
Reviewer	Able to review transactions within Transaction Monitoring.
Developer	Empowered to perform setup actions and access API credentials.
Fraud Analyst	Analyses transactions that may appear fraudulent and take necessary actions.
Transaction Monitoring Reviewer	Reviews transactions on transaction monitoring
Credit Assessment Reviewer	Assesses bank statements that has been uploaded.
Transaction Screening Alert	Reviews alerts on transaction screening
Transaction Screening Reports	Reviews and generates reports on transaction screening

NOTE

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