Add an external role account

Steps

1. Click External in the top navigation bar. 
2. Select Role accounts in the drop-down.
3. Click New.
4. Fill in the first name, last name and email of the intended user.
5. Select the role of the intended user from the drop-down menu.

6. 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

7. Click Create. 

If the account is user-managed, an activation email is sent to the user. 

Edit an existing external role account

Steps

1. Click External in the top navigation bar.
2. Click Role accounts in the drop-down.
3. Click the role account you want to edit, the Edit role account page opens.
4. Make the intended changes.
5. Click Update.

Disable or enable an existing external role account

Steps

1. Click External in the top navigation bar.
2. Click Role accounts in the drop-down
3. Click the the role account you want to disable or enable, the Edit role account page opens.
4. Select Enabled or Disabled.
5. Click Update.

Reinvite

Steps

1. Click External in the top navigation bar.
2. Click Role accounts in the drop-down
3. Click the role account to which the user has lost access to, the Edit role account page opens.
4. Click Reinvite to send a new invitation email.