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”?
What are Holders and how can I assign them?
Every time you want to assign a person as the Holder of a role, the first thing you need to do is locate the role in the "Roles and accesses" table. Then, click on the quick-action button at the end of the row, and select the option “Assign Holder".
In the window that opens next, choose the people you want and follow the steps. It's that simple!
Once you have finished, the system will automatically take you to the "Holders and managed" section. Whenever you want to assign, unassign, or change the Holder of a role, that is the place to do it.
Important! The Owner role must always have a Holder assigned.