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When platform setup is complete, you are ready to invite your customers' organisations to the platform.
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If you have an application that your customers are to utilise via the platform, we recommend that you invite an organisation manager to handle this. Then refer them to the After organisation setup section to set up the application in your platform organisation. |
Invite an Organisation manager
In order to keep the number of users with the Platform administrator console access level to a minimum, you should add at least one Organisation manager to your platform organisation, and give them the console administration level Organisation administrator.
Create an internal role and name it Organisation manager.
Invite an
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Organisation manager by creating a role account
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for them,
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and assigning them the console administration level Organisation administrator.
Info When you create role accounts for your Organisation managers, take care to use these settings:
- Role: Organisation manager
- Console administration level: Organisation administrator
- ‘Allow sign-up to the Lequinox console’ check-box: Selected by default for administration levels Platform and Organisation administrator.
Invite customer organisations
To invite and connect customer organisations with your platform:
Follow the instructions to add a customer organisation.
After the final step, an invitation email is sent to the added organisation's customer's organisation manager, who will get access to the platform console as an organisation administrator and handle their user invitationss first Organisation manager.