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 configure the "Access levels" of a role?
To configure a role’s access level, first locate the role you want to set up in the "Roles and accesses" table and click the quick-action button (three dots). Then, in the dropdown menu, select "Set up accesses". A window will open with two sections:
- On the left, you’ll find a list of all the tools installed in your Sesame account, organized by category (Time management, Employees, Company, etc.).
- On the right, you’ll see the specific access for each tool. For each one, you’ll have two options: "view" (eye icon) and "edit" (pencil icon).
Go through each section to enable or disable actions based on the level of access you want to grant to the role you just created. Changes are saved automatically, so once you're done, simply close the window.
Keep in mind
You cannot configure the access levels of Default General and Specific Roles. You can only do this for custom roles.