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 Managed and how can I assign them?
In Sesame, the assignment of Managed users is done by each role Holder, not by the role itself. This means that, to assign Managed users, you should follow these steps:
- Find the "Holders" column in the "Roles and accesses" table and click on it.
- In the window that opens, find the Holder to whom you want to assign a Managed user.
- Click on the "Manages" column next to the selected Holder. Then, you can select what the Holder manages.
A Holder can manage specific employees, one or several workplaces, departments, or groups, and even the entire company.
When you are done, simply close the assignment window. Changes will be saved automatically.