Add and edit internal role accounts

Owned by Technical writer
Last updated: 2023-11-30 by Technical writer
3 min read

User names

User names are generated according to the following structure:

In case of more than one Jane Doe, the first one is called jane.doe@xxxxx, and the next one is called jane.doe1@xxxxx, and so on.
If you are using a name with special characters, the first user name generated is user@xxxxx, and the next one user1@xxxxx, and so on.

Add an internal role account

Before you can create a role account, the role that you want to assign them to needs to be in place first.

When creating an internal role account, you also provide it with a Lequinox console administration access level (this applies even if you do not grant them access to the Lequinox console immediately). Accounts with the console administration levels Organisation and Platform administrator can add and edit role accounts (but not their own). Accounts with the console administration level Organisation user only have access to their transaction archive.

The highest administration level, Platform administrator, should be reserved for a select few in the platform organisation that need to be able to connect customer organisations and other platform administrators

Steps

  1. Click Internal in the top navigation bar.

  2. Click 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 the console administration level you want to provide the account with from the drop-down menu.

  7. Select if the role account user shall be allowed to sign up to the Lequinox console.

  8. Click Create, and confirm if you want to send a Lequinox console invitation.

If the Allow sign-up to the Lequinox console was selected, an activation email is sent to the user. A user account can be given console access later if it is not provided when their account is created. 

Edit a role account

Steps

  1. Click Internal in the top navigation bar.

  2. Click Role accounts in the drop-down.

  3. Click the account you want to edit, the Edit role account page opens.

  4. Make the intended changes.

  5. Click Update.

Reinvite

Steps

  1. Click Internal 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, the Edit role account page opens.

  4. Click Invite to console to send a new invitation email.

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