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 see which groups or employees are managed by a role holder?
In each employee's profile, the assigned role tags are interactive, allowing you to quickly see what they manage.
How does it work?
1. Go to Employees >> [Employee name] >> Profile >> Roles.
2. If the employee holds a role, you'll see a tag with the name of the role. Click on it.
3. A dropdown will appear, showing what that employee manages in that role, whether it's:
- People
- Departments
- Workplaces
- Groups
- The entire company
4. Use the filters and search bar to quickly find what you're looking for.
To unassign someone as a role holder, simply click the “X” on the role tag.