Add and edit internal roles

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

Initial platform roles

The Lequinox platform comes with two initial roles that are assigned to administrators on setup – Platform manager and Organisation manager. 

The first manager invited during Platform organisation setup is automatically assigned the Platform manager role, whereas the first manager invited during a Connected organisation setup is automatically assigned the Organisation manager role. Just as manually created roles, these roles can be assigned to any internal role account after the initial setup.

Add an internal role

Steps

  1. Click Internal in the top navigation bar.

  2. Click Roles in the drop-down.

  3. Click New.

  4. Fill in the role name you want for the new role.

  5. Click Create, the Edit role page opens.

Edit an internal role

  • You cannot disable your own role.

  • Disabling a role will disable any role accounts assigned to it as well.

Steps

  1. Click Internal in the top navigation bar,

  2. Click Roles in the drop-down.

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

  4. Make the intended changes.

  5. Click Update.

Administrators can change the name and status of a role.
Changing the role names Platform manager and Organisation manager is not recommended since this will make it more difficult to follow the user guide and other documentation.

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