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 do the roles granted through "Roles and Accesses" coexist with those granted by sections?
At Sesame, in addition to access permissions for entire sections, there are also accesses that apply only to specific items within certain sections—for example, in Document manager, Recruitment, Payroll, and Expense control, among others.
In this article, we explain how these different types of accesses work together so you can assign access to your employees with confidence. Let’s get started!
Accesses by sections
Document manager
- General roles: from Configuration >> Roles and Accesses, manage which users can view and/or edit the sections of the Document manager (General folders, Shared folders, Bulk sending, and Templates).
- Specific roles: from Document manager >> Shared folders >> Folder >> Key icon 🔑, manage which users will have access to that specific folder only.
Evaluations and surveys
- General roles: from Configuration >> Roles and Accesses, manage which users can view and/or edit evaluations and surveys. Keep in mind that this access only applies to those they have created themselves or where they have been assigned as supervisors (except for the role of Owner, who can see all).
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Specific roles: you can assign these users as supervisors of an evaluation or survey when creating it by clicking on the avatar (see picture below).
Recruitment
- General roles: from Configuration >> Roles and Accesses, manage which users have full access to the Recruitment section. This includes managing all vacancies.
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Specific roles: from Recruitment >> Vacancies >> Hiring team, assign users as secondary recruiters for a specific vacancy (see picture below).
Payroll
- General and specific roles: from Configuration >> Roles and Accesses, manage the global access of these holders to the Payroll section. Keep in mind that access to some subsections (such as Hiring and Terminations, Payroll preparation, or Supplements and Variables) must be assigned separately from within that same section.
- Access to subsections is assigned via the key icon 🔑 and can only be granted to users who already have global access to the main section (Payroll).
Wallet and Expense control
- General roles: from Configuration >> Roles and Accesses, manage the global access of these holders to the Wallet and Expense control sections. Keep in mind that to perform certain actions (such as managing expenses), you’ll need to grant additional accesses.
- Specific roles: you can grant these holders access to perform specific actions (such as managing expenses) by clicking on the avatar (see picture below) found within certain subsections.
- Additional access to perform specific actions is granted by clicking on the avatar (see picture below) found within certain subsections. This access can be granted to any employee.
