A few days ago, we enabled Custom roles in all our users’ accounts. Now we want you to know everything you can do with this feature and how you can adapt it so Sesame fits your team perfectly.
But first, let’s quickly review the benefits of this update. This power trio gives you management tailored to your needs:
- Precision. You get access to over 175 accesses. Combine them as you wish to create roles and define exactly who can view or edit each tool.
- Flexibility. No matter how complex or dynamic your company structure is, Sesame adapts and evolves as often as you need.
- Traceability. Security matters to you, and it matters to us too. That’s why we’ve added a change history, so you can see in detail who did what and when for each role.
⚙️ How does it work?
Here’s everything you can do to manage your team’s roles:
- Create and edit. A basic but essential action to set your own rules. You can create roles from scratch or duplicate an existing one to speed up the process.
- Configure access levels. Decide not only what the role is for, but also which tool(s) users can access and what actions they can perform (view or edit).
- Delete roles. Keep your structure clean and organized. If a role is no longer in use, why keep it? (Note: default roles can’t be deleted, only custom ones.)
- Check the change history. For extra security, this option lets you review all modifications in the Roles and accesses section, including who made each change and when.
🤜🤛 General vs. Specific Roles
We’ve kept the division between General and Specific Roles to make the transition easier. General Roles manage the entire company, while Specific Roles focus on people, workplaces, or departments. Keep in mind that, for now, only General Role holders can create custom roles.
To start creating and customizing your roles, just go to:
Configuration >> Company >> Roles and accesses >> Create.
Still have questions? You’ll find all the answers you need in our Help Center.
