Wallet

Who can start the process to open a Wallet account?

The Wallet account opening process is flexible; you decide who in your company will handle it. Below, we explain who has access by default and how to delegate this task easily.

Access for general roles

By default, all users with a general role in Sesame can access the Wallet section and start the account creation process when it hasn’t been started yet.

How to delegate access to another employee

If you’d like someone else to take care of it, a general role user can invite one employee (regardless of their role) to manage the process.

On the Open account start screen, below the steps, you’ll find the section to grant access to another employee:

Click Select employee.
Use the dropdown search to find and select the person you want to invite.
Once selected, they’ll receive a notification that they now have access to Wallet and can begin the process.

Managing the invited employee

Change the invited employee: select a new employee from the same menu. The previous access will be replaced automatically.
Remove access: clear the invited employee from that section, and they will lose visibility of Wallet.

⚠️ The invited employee can manage the process, but cannot invite other people.

You can go through the steps in this video: