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Initial platform rolesThe Lequinox platform comes with two |
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initial roles that are assigned to administrators on setup – Platform manager and Organisation manager. |
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The first manager invited during |
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Platform organisation setup is automatically assigned the Platform manager role, whereas the first manager invited during |
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a Connected organisation setup is automatically assigned the Organisation manager role. |
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Just as manually created roles, these roles can be assigned to any internal role account after the initial setup. |
Add an internal role
Steps
Click Internal in the top navigation bar
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.
Click Roles in the drop-down.
Click New.
Fill in the role name you
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want for the new role.
Select the applicable user agreement from the drop-down.
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| If there is a default agreement, this is selected beforehand, but as an administrator, you can select another user agreement for the role, if available. |
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Click Create, the Edit role page opens.
Edit an internal role
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Steps
Click Internal in the top navigation bar,
Click Roles in the drop-down.
Click the role you want to edit, the Edit role page opens.
Make the intended changes.
Click Update.
Disable or enable an internal role
Steps
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Administrators can change the name and status of a role. |