After a platform manager has set up the Lequinox platform, everything is set for an organisation manager to take it from there.
| Expand | ||
|---|---|---|
| ||
|
Act on the invitation email
1. Follow the instructions in the Quick guide to activate your Organisation manager account.
| Note |
|---|
For security measures, pay special attention to instructions concerning backup and restore in Lequinox professional ID:
|
2. Follow the instructions to sign up to the Lequinox console.
Update agreements
When activating your first access, you sign a standard Lequinox platform end user agreement. You need to update the console agreement to an agreement that is to apply to any additional administrators in your organisation.
Default agreement
You should create a new standard platform user agreement that is to apply to your organisation.
3. Go to the Standard user agreement resource and download the standard agreement.
4. Update the agreement so that it reflects the terms that are to apply for the standard agreement in your organisation.
| Info |
|---|
As a minimum, update the organisation name and the name of the service provided. |
5. Follow these instructions to create a new agreement. Use the title and content from the updated Word document.
6. Select Default to make your new agreement the default agreement, and then click Create.
| Info |
|---|
A default agreement is preselected when you create new roles and more. |
Update role with default agreement
6. Follow these instructions to update the system role ‘Organisation manager’ with the new default agreement.
...
| Info |
|---|
At this point, your Platform manager should have invited you as Organisation manager. |
Activate your account
1. Go to your email inbox, open the Activate your account email, and click Activate account. You are redirected to your default web browser.
2. Set a strong passphrase.
3. Read the user agreement and click Accept.
| Info |
|---|
Account activation is now complete. You are redirected to the Sign-in page and an Activation complete email with your user name is sent to your registered organisation manager email address. |
Invite additional organisation managers
To secure access and ensure that there is always an organisation manager in your organisation who can access the platform, we strongly recommend that you invite additional organisation managers.
74. Invite additional organisation managers creating adding a role account for each of them.
| Info |
|---|
Take care to use these settings when inviting your fellow organisation managers:
|
After setup
You are now all set to connect applications and invite additional users. Read more in the After organisation setup section.