FAQs


Onboarding

Onboarding process has following steps - 1. Accept the latest Terms of Use. Every time the Terms of Use change user is directed to this page. 2. Create Account - This page is available to all users. 3. Update Profile - This page is available to all users. Admin user can set up additional information about their organization. 4. Choice of Subscription - This page is available only for the Admin user. 5. Invite Colleagues - This page is available to all users. They can enter the email ids of colleagues and invite them to use Sigmify. If a user uses public domain to register this page will not be available.

Login

1. If you have already registered on Sigmify, go to www.sigmify.com. On the Homepage, click on Login; enter the Login Id & Password; click on Sign-in button. 2. If you are a new user, you will have to first register on Sigmify; on the homepage, click on Register & follow the instructions.
Your login id is your company/personal email id used for registration.
On the Login page, click on ‘Forgot your password?’; enter the login id & click on Submit; your password will be emailed to your registered email id.
Accounts are never locked. However, if your subscription has expired, you will be unable to login until the payment is made. You will have to contact your administrator to make the payment.

Subscription

The Admin user of the organization can subscribe to the applications. Go to Settings > User Access > Subscribe to new applications. On the "Choice of subscription" page, tick the check-box against the applications you wish to subscribe and click ‘Complete’ button.
To unsubscribe an application, contact the Sigmify - support helpdesk.
You will have access to the Conversation application by default on Subscription.
You can subscribe to the available applications at any time. You need subscribe to all applications at the same time.

User Access

Yes, all the applications are role based. Only users with appropriate roles get access to the menu options, transactions and reports related to the applications.
On registration all users are assigned Guest role by default which is required to get access to Conversation application.
Only the Admin users can grant admin rights to other users. Go to Settings > User Access > Grant admin rights to users. Tick the check-box against the user login to which you want to grant the access; Click on Grant Admin Access symbol on the top-left.
Only the Admin users can grant access to the subscribed applications. Go to Settings > User Access > Grant application roles to users. Tick the check-box against the user login to which you want to grant the access; Click on Assign Roles symbol on the top-left; select the role to be assigned from the Role List and click on Add button; click on Submit.
Every organization has minimum one Admin user. The first user to register on Sigmify becomes Admin user. There can be any number of Admin users.
No. Admin user does not have access to private transactions between other users. The data is completely secure and private.
To close/delete account, contact the Sigmify - Customer Support Helpdesk.

Stream

Expand the Advanced Search option on the right panel of the stream. Click on the Clickicon to display all the pending & closed transactions on the stream.
Expand the Advanced Search option on the right panel of the stream. Click on the pin icon to display all the transactions that include attachments.
Expand the Advanced Search option on the right panel of the stream. Click on the chaticon to display all the transactions that include comments.

System

Sigmify is a web-based product, so the specifications around the operating system is the same as for accessing any other websites.