Add an external role account
Steps
- Click External in the top navigation bar.
- Select Role accounts in the drop-down.
- Click New.
- Fill in the first name, last name and email of the intended user.
- Select the role of the intended user from the drop-down menu.
Select if the role account being created will be managed by the organisation or by the user.
Do not set role accounts to ‘Managed by organisation‘ unless you are managing them via a Lequinox enabled application and you are fully aware how they fit with the use-case for your organisation
Click Create.
If the account is user-managed, an activation email is sent to the user.
An external user cannot sign up to the Lequinox console, even if the invitation email says so.
Edit an existing external role account
Steps
- Click External in the top navigation bar.
- Click Role accounts in the drop-down.
- Click the role account you want to edit, the Edit role account page opens.
- Make the intended changes.
- Click Update.
Administrators are able to change the name, email and administration level of a role account. When certain attributes are changed, they are updated in Lequinox professional ID as well, as long as the user is still associated with the organisation.
You cannot change the administration level of your own role account.
Disable or enable an existing external role account
Steps
- Click External in the top navigation bar.
- Click Role accounts in the drop-down
- Click the the role account you want to disable or enable, the Edit role account page opens.
- Select Enabled or Disabled.
- Click Update.
- Role accounts that are still in the INVITED state cannot be enabled or disabled.
Reinvite
Steps
- Click External in the top navigation bar.
- Click Role accounts in the drop-down
- Click the role account to which the user has lost access to, the Edit role account page opens.
- Click Reinvite to send a new invitation email.