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 create a role?
To create a role, you have two options: create one from scratch, or duplicate an existing role and customize its access level based on your needs. On this page, we’ll look at how to create a role from scratch.
To start, go to: Configuration >> Company >> Roles and accesses.
Click on “Create” and, then, select the type of role you want to create: General or Specific.
Fill in the fields “Name” and “Description” in “Basic Information” before moving on to “Access levels”.
