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 Contents

System user groups

The Lequinox platform comes with two system user groups, the Archive user group and the Console user group. These user groups cannot be disabled or deleted.

Application prerequisites

To set up a new application, you first need to make sure that all that is to be associated with the application is in place:

Add a user group

Steps

  1. Click Applications in the top navigation bar.
  2. Click User groups in the drop-down.
  3. Click New.

  4. Fill in the preferred name of the user group.

  5. Select which user agreement to use.
  6. Click Create.

Edit a user group

Steps

  1. Click Applications in the top navigation bar.
  2. Click User groups in the drop-down.
  3. Click the user group you want to edit, the Edit user group page opens.
  4. Make the intended changes.
  5. Click Update.

Administrators can change

  • name
  • user agreement
  • status (enabled/disabled)

If you disable a user group, user accounts with access to that user group can no longer utilise platform functionality via the connected application. For example, they will no longer be able to create transactions.

Disable or enable an access for a certain user account

Steps

  1. Click Applications in the top navigation bar.
  2. Click User groups in the drop-down.
  3. Click the user group you want to edit.
  4. Click the Accesses tab, a list of the role accounts with access to that user group is listed.
  5. Click the role account you want to enable or disable, the Edit access page opens.
  6. Select Enabled or Disabled.
  7. Click Update.

Edit a user group2

Steps

  1. Click Applications in the top navigation bar.
  2. Click User groups in the drop-down.
  3. Click the user group you want to edit, the Edit user group page opens.
  4. Make the intended changes.
  5. Click Update.

Edit a user account in a user group

Editing information like name or email in an access does not affect the information in the corresponding role account. You need to make corresponding updates via the corresponding role account if they are to agree.

Steps

  1. Click Applications in the top navigation bar.
  2. Click User groups in the drop-down.
  3. Click the user group in which you want to edit a user.
  4. Click the Accesses tab, a list of the role accounts with access to that user group is listed.
  5. Use the search field to filter the table, all users satisfying the search criteria are listed.
  6. Click the role account you want to edit, the Edit access page opens.
  7. Make the intended changes.
  8. Click Update.

For each user account access, administrators can change the

  • name
  • corporate name
  • corporate role name
  • access status (enabled/disabled)







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