System roles
The Lequinox platform comes with two initial roles that are assigned to administrators on setup – Platform manager and Organisation manager. An administrator can change the names of these roles after setup.
The first manager invited during platform setup is automatically assigned the Platform manager role, whereas the first manager invited during an added organisation setup is automatically assigned the Organisation manager role. Just as manually created roles, these roles can be assigned to additional internal role accounts after the initial setup.
Add an internal role
Steps
- Click Internal in the top navigation bar.
- Click Roles in the drop-down.
- Click New.
- Fill in the role name you chose for the new role.
Select the applicable user agreement from the drop-down.
- Click Create, the Edit role page opens.
Edit an internal role
- You cannot disable your own role.
- Disabling a role will disable any role accounts assigned to it as well.
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.
Administrators can change the name and status of a role.