After a platform manager has set up the Lequinox platform, everything is set for an organisation manager to take it from there.

Contents

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.

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.

Update agreements

When activating your organisation manager account, you sign a user agreement that the platform manager has set for users in their platform . You should create an agreement that is to apply to any additional administrators in your organisation.

Default agreement

4. Go to the Standard user agreement resource and download the standard agreement.

5. Update the agreement so that it reflects the terms that are to apply for the standard agreement in your organisation.

As a minimum, update the organisation name and the name of the service provided.

6. Follow these instructions to create a new agreement. Use the title and content from the updated Word document.

7. Select Default to make your new agreement the default agreement, and then click Create.

A default agreement is preselected when you create new roles and more.

Update role with default agreement

8. Follow these instructions to update the system role ‘Organisation manager’ with the new default agreement.

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.

9. Invite additional organisation managers creating a role account for each of them.

Take care to use these settings when inviting your fellow organisation managers:

Role: Organisation manager
Administration level: Organisation administrator
Managed by: Organisation (selected by default)
‘Allow sign-up to the Lequinox console’ check-box: Selected by default for administrator administration levels.

After setup

You are now all set to connect applications and invite additional users. Read more in the After organisation setup section.

Set up the organisation