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Accounts with the administration level ‘Organisation user’:

  • Have access to transactions they have taken part in when they go to Archive in the top navigation bar.
  • Have access to the account overview.

Role administrator

An administration level that provides access to role accounts and archive, and can add and manage role accounts that have been assigned the same role as they have.

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Accounts with the administration level ‘Role administrator’:

  • Can see and do the same things accounts with the administration level regular user can.
  • Can see all organisation transactions in which participants with the same role as them have participated, regardless of console administration level.
  • Can only manage role accounts that correspond to their own role.
  • Have access to My transactions and Role transaction events, a list of all transaction events relating to the same role that they are assigned to.

Organisation administrator

The highest console administration level for a connected organisation.

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Accounts with the console administration level ‘Organisation administrator’:

  • Can do everything that accounts with the administration levels ‘regular ‘Organisation user’ and ‘role administrator’ can do.
  • Can create and edit roles and role accounts, and add new applications, user groups and server accounts.
  • Can see detailed information about all the organisation's transactions in the archive.
  • Are authorised to edit information on their organisation under Settings.
  • Can add role and application agreements.
  • Has access to create statistical reports on a recurring basis.

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Platform administrator

The highest console administration level, reserved for the platform owner. This administration level is not available to connected organisations.

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Accounts with the console administration level ‘Lequinox ‘Platform administrator’:

  • Can do everything that accounts with the administration level ‘organisation ‘Organisation administrator’ can do.
  • Can also add new organisations but for integrity reasons, they cannot not view their roles, role accounts, applications or transactions.

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When creating an internal role account, you also provide it with one of three a Console administration access levels . There is a fourth level in the platform organisation, Lequinox administrator, but it (this also applies if you do not grant them access to the Lequinox console immediately). The highest level, Platform administrator, should be reserved for a select few in the platform organisation that need to be able to connect customer organisations and other platform administrators.


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Role, organisationOrganisation and Lequinox  Platform administrators can add and edit role accounts (but not their own). Regular Organisation users do not have access to the Role accounts page.

Organisation and Lequinox Platform administrators can invite a new user to the Lequinox console by creating a role account for them. In the process, they also assign the user an organisation role and decide the console administration level of the account, and whether it shall be organisation or user managed

Internal vs external role accounts
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Internal role accounts are primarily intended for users closely linked to your organisation, like employees. External role accounts are intended for users not part of your organisation, like contractors, vendors or corporate customers, but you want to interact with them via Lequinox enabled applications and get traceability for these interactions. 

Before you can create a role account, the role and the adhering user agreement that you want to assign them to needs to be created first.
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  • External role accounts can be created through a Lequinox-enabled application using functions in the Lequinox platform REST API.
  • Internal role accounts can only be created via the Lequinox console, not via the platform REST API.

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  • External role accounts

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  • can be created through a Lequinox-enabled application

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Organisation-managed

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  • using functions in the Lequinox platform REST API

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  • With an organisation-managed role account, the user will not be able to sign in to the Lequinox console.
  • No activation email is sent to the user (see User-managed below).
  • You cannot reinvite an organisation-managed user. If you change first name, last name, email address or administration level, the updated information must be fetched via the REST API. The updated information is not pushed to any connected applications.
  • Once set, ‘Managed by’ for a role account cannot be changed.

User-managed

A user-managed account is managed by the user via Lequinox professional ID, which the user can download from Google Play before they activate their account.

Set an account to User-managed if the user is to be able to sign transactions via Lequinox professional ID. Once created, a user-managed role account must be activated via the invitation email that the console sends to the user. Hence, the user must install Lequinox professional ID to complete their account activation. 

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  • With a user-managed role account, the user will be able to sign in to the Lequinox console or a Lequinox-enabled application via Lequinox professional ID.
  • An activation email is generated and sent to the user.
  • You can reinvite a user-managed account. If you change first name, last name, email address or administration level, the updated information is pushed to Lequinox professional ID.
  • Once set, ‘Managed by’ for a role account cannot be changed.

Roles

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Roles

When a role account is created, it must be assigned to one of the available roles. To activate their account and their role, the user must sign the agreement connected to that role. Accounts with the console administration levels Organisation and Platform administrator can add and edit internal and external roles associated with the organisation they belong to. Roles must also be connected to their respective agreements. When a role account is created, it must be assigned to one of the available roles. To activate their account and their role, the user must sign the connected agreement. 

A role is internal or external, depending on whether it is to be assigned to internal role accounts or external role accounts.

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The user agreement you want to assign to the role must be created before you create the role. Note that external roles can also be created through a Lequinox enabled application via functions in the platform REST API.


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  • External roles can be created from a Lequinox-enabled application using functions in the platform REST API.
  • Internal role accounts can only be created via the Lequinox console, not via the platform REST API.

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