Organisations on your Lequinox platform are accessed via Settings in the top navigation bar.
The Connected organisations page displays is a list of organisations connected to your Lequinox platform organisation. From here you can add organisations and also update general organisation information and administrator information.
Add a connected organisation
Steps
- Click Settings in the top navigation bar.
- Click Connected organisations in the drop-down.
- Click New.
Fill in the general organisation information
Fill in organisation support information
The email address will be shown to the organisation's console users. If the field is left empty, the support email line will not be displayed in the Lequinox console
Fill in organisation manager information.
The organisation manager invitation is sent to this email address. Double-check their name and email address.
- Click Create.
Edit organisation information
Steps
- Click Settings in the top navigation bar.
- Click Connected organisations in the drop-down.
- Click the organisation you want to edit, the Edit organisation page opens.
- Make the intended changes.
Click Update to save the changes.
If you disable an added organisation, the roles of that organisation cannot be used, and their role accounts cannot be included in transactions.
Edit administrator information
The Administrators tab shows the accounts with console administrator access in that organisation.
Steps
- Click Settings in the top navigation bar.
- Click Connected organisations in the drop-down.
- Click the organisation whose administrator you want to edit.
- Click the Administrators tab.
- Click the administrator you want to edit.
- Make the intended changes.
- Click Update to save the changes.
Click Invite to console if you want to send an activation email to the administrator.
Administrators can change
- name
- status (enabled/disabled)