Roles
- What will I find in the "Roles and accesses" section?
- What types of roles exist in Sesame, and what are their characteristics?
- What are the Default General roles?
- What are the Default Specific roles?
- How can I create a role?
- How can I duplicate roles?
- How can I delete roles?
- How can I edit the "Basic information" of a role?
- How can I configure the "Access levels" of a role?
- What are Holders and how can I assign them?
- How can I assign roles if I manage a group of companies?
- What are Managed and how can I assign them?
- How can I see which groups or employees are managed by a role holder?
- What is “Data privacy” for?
- How do the roles granted through "Roles and Accesses" coexist with those granted by sections?
- What is the "Change history"?
- Why are there new roles in my account?
- How can I manage access to employee data?
- Do roles have default data privacy settings?
- What happened to my “Access levels” settings after the migration to “Data privacy”?
How can I assign roles if I manage a group of companies?
If you have access to several companies within the same group from your Sesame account, you can assign roles from one single place.
Go to Company >> Group >> Roles, and follow these steps:
- Select the company where the employee was created.
- Find the employee in the list and click on their name.
- On the right-hand side, select the company you want to assign them to (this can be the same company where they were originally created or a different one).
- Choose the role the employee will have in that company.
- Save the changes.
Here’s a video with the step-by-step process:
Many of the tools we develop at Sesame include a multi-company feature, allowing you to manage everything without having to switch between companies. For instance, all the tools in the Communication category. We highly recommend checking these articles to learn more about this topic: