Add an internal role account
Steps
- Click Internal in the top navigation bar.
- Click Role accounts in the drop-down.
- Click New.
- Fill in the first name, last name and email of the intended user.
- Select the role of the intended user from the drop-down menu.
- Select the administration level your want to provide from the drop-down menu.
Select if the role account being created will be managed by the organisation or by the user.
A role account that is
- ‘managed by organisation‘ must be managed via a Lequinox enabled application.
- ‘managed by user‘ must be managed via Lequinox professional ID
- Click Create.
If user managed, an activation email is sent to the user (the invited user will need to activate their assigned account and, if they want to, their access to the Lequinox console.
Edit an existing role account
Steps
- Click Internal in the top navigation bar.
- Click Role accounts in the drop-down.
- Click the role account you want to edit, the Edit role account page opens.
- Make the intended changes.
- Click Update.
Administrators are able to change the name, email and administration level of a role account. When certain attributes are changed in user managed role accounts, they are updated in Lequinox professional ID as well, as long as the user is still associated with the organisation.
You cannot change the administration level of your own role account.
Disable or enable an existing role account
Steps
- Click Internal in the top navigation bar.
- Click Role accounts in the drop-down.
- Click the the role account you want to disable or enable, the Edit role account page opens.
- Select Enabled or Disabled.
- Click Update.
- You cannot disable your own role account.
- Role accounts that are still in the INVITED state cannot be enabled or disabled.
Reinvite
Steps
- Click Internal in the top navigation bar.
- Click Role accounts in the drop-down.
- Click the role account to which the user has lost access to, the Edit role account page opens.
- Click Reinvite to send a new invitation email.
You cannot reinvite your own role account.