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| title | SystemInitial platform rolesThe Lequinox platform comes with two system roles, initial roles that are assigned to administrators on setup – Platform manager and Organisation manager. These roles cannot be a altered, but you can find them under Internal > Roles > System tab. The first manager invited during platform Platform organisation setup is automatically assigned the Platform manager role, whereas the first manager invited during an a Connected organisation setup is automatically assigned the Organisation manager role. You can assign other internal users these two roles as wellJust 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. |