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Initial platform roles

The Lequinox platform comes with two initial roles that are assigned to administrators on setup – Platform manager and Organisation manager. If desired, an administrator can change the names of these roles after setup. 

The first manager invited during platform Platform organisation setup is automatically assigned the Platform manager role, whereas the first manager invited during an added a Connected organisation setup is automatically assigned the Organisation manager role. Just as manually created roles, these roles can be assigned  assigned to additional any internal role accounts account after the initial setup.

Add an internal role

Steps

  1. Click Internal in the top navigation bar.

  2. Click Roles in the drop-down.

  3. Click New.

  4. Fill in the role name you

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  1. want for the new role.

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Select the applicable user agreement from the drop-down.

  1. Click Create, the Edit role page opens.

Edit an internal role

Info

  • You cannot disable your own role.

  • Disabling a role will disable any role accounts assigned to it as well.

Steps

  1. Click Internal in the top navigation bar,

  2. Click Roles in the drop-down.

  3. Click the role you want to edit, the Edit role page opens.

  4. Make the intended changes.

  5. Click Update.

Info

Administrators can Administrators can change the name and status of a role.
Changing the role names Platform manager and Organisation manager is not recommended since this will make it more difficult to follow the user guide and other documentation.