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Info

User names

User names are generated according to the following structure:

In case of more than one Jane Doe, the first one is called jane.doe@xxxxx, and the next one is called jane.doe1@xxxxx, and so on.
If you are using a name with special characters, the first user name generated is user@xxxxx, and the next one user1@xxxxx, and so on.

Add an internal role account

Info

Before you can create a role account, the role that you want to assign them to needs to be in place first.

When creating an internal role account, you also provide it with a Lequinox console administration access level (this applies even if you do not grant them access to the Lequinox console immediately). Accounts with the console administration levels Organisation and Platform administrator can add and edit role accounts (but not their own). Accounts with the console administration level Organisation user only have access to their transaction archive.

Info

The highest administration 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

Steps

  1. Click Internal in the top navigation bar.

  2. Click Role accounts in the drop-down.

  3. Click New.

  4. Fill in the first name, last name and email of the intended user.

  5. Select the role of the intended user from the drop-down menu.

  6. Select the console administration

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  1. level you want to provide the account with from the drop-down menu.

  2. Select if the role account

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Info

A role account that is 

  • ‘managed by organisation‘ must be managed via a Lequinox enabled application.
  • ‘managed by user‘ must be managed via Lequinox professional ID

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  1. user shall be allowed to sign up to the Lequinox console.

  2. Click Create, and confirm if you want to send a Lequinox console invitation.

If the Allow sign-up to the Lequinox console was selected, an activation email is sent to the user

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. A user account can be given console access later if it is not provided when their account is created. 

Edit a role account

Steps

  1. Click Internal in the top navigation bar.

  2. Click Role accounts in the drop-down.

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

  4. Make the intended changes.

  5. Click Update.

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Info
Administrators are able to change the name, email and console administration level of a role account. When certain attributes are changed in user managed role accounts, they are updated in Lequinox professional ID as well, as long as the user is still associated with the organisation.
Info
You cannot change the console administration level of your own role account.

Disable or enable an existing role account

Steps

  1. Click Internal in the top navigation bar.
  2. Click Role accounts in the drop-down.
  3. Click the role account you want to disable or enable, the Edit role account page opens.
  4. Select Enabled or Disabled.
  5. Click Update.
Info
  • You cannot disable your own role account.
  • Role accounts that are still in the INVITED state cannot be enabled or disabled.

If you change any information, Lequinox enabled applications must fetch the information via the REST API if it is to be updated there as well. Information updated in the Lequinox console is not pushed to any other application.

Administrators can change

  • name

  • email

  • console administration level

  • status (enabled/disabled)

  • access to Lequinox console

Note:

  • You cannot disable your own role account or change its console administration level.

  • Role accounts that are still in the INVITED state cannot be enabled or disabled.

  • Editing information in a role account does not affect the information in any corresponding access. You need to make corresponding updates via the corresponding user group if they are to agree.

  • If a role account is disabled, the status is accompanied with information clarifying why it is disabled. For example, if a role is disabled, role accounts assigned to that role are disabled as well.

  • If you want to revoke a user's access to the Lequinox console, you need to disable their access manually in the ‘Console user group’. (See Edit a user account in a user group). 

Reinvite

Info

Once activated, the user can reset their passphrase by clicking ‘Forgot passphrase?’ on the the sign-in page and enter their generated platform user name.

If for some reason, a user has lost their username or passphrase, you can invite them again. Note that once you do, they cannot sign in with their old credentials or request a passphrase reset.

Steps

  1. Click Internal in the top navigation bar.

  2. Click Role accounts in the drop-down.

  3. Click the role account to which the user has lost access

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  1. , the Edit role account page opens.

  2. Click

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  1. Invite to console to send a new invitation email

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  1. .