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 will I find in the "Roles and accesses" section?
Browsing the new Roles section is quite easy. The first thing you will find upon accessing the section is a chart with the key information for each role: its name, type, and the number of Holders assigned to it.
To manage each role's configuration, simply use the quick-actions button at the end of each line or click on the role's name.
You will have access to:
- Basic information: name, type, and role description.
- Access level: control the accesses assigned to a role, view accesses categorized by tool and section, and define the allowed actions (editing, reading, or both) for each.
- Data privacy: decide which employee information is available for role holders.
- Holders and Managed: manage the Holders of each role and the areas they manage (people, workplaces, departments, or even the entire company).