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 edit the "Basic information" of a role?
Want to change the name or description of a role? It’s easy!
Find the role you want to modify in the "Roles and accesses" table. Click the quick-action button (three dots) and select "Edit information". You can change the role name and add a description to remind yourself of its purpose.
Keep in mind that each role must have a unique name. This makes it easy to find whenever you need it!
Changes are saved automatically, so when you’re done, just close the window.
Keep in mind
You cannot modify the name or description of Default General and Specific Roles. You can only do this for custom roles.