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 duplicate roles?
Want to create a role with a configuration similar to an existing one? It’s easy, just duplicate it!
In the roles table, find the role you want to copy, click the quick-action button (three dots) at the end of the row, and select "Duplicate". Remember to give the new role a unique name so you can easily identify it.
When duplicating a role, the basic information and access configuration of the original role will be copied. However, you’ll need to assign new holders and managed.
This way, you’ll save time and reduce the chance of errors when creating a new role. And don’t worry, you can modify the basic information and access configuration at any time to suit your needs.
