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Invite Users

An administrator with the Super User role can add users to an organization from the Paragon Automation GUI. Depending on whether SMTP is configured or not, two different workflows exist for adding users to an organization in Paragon Automation. See Configure SMTP Settings in Paragon Shell.

To invite users to an organization in Paragon Automation when SMTP is configured, see Invite Users (when SMTP is Configured). The user must accept the invitation within seven days, after which the invitation expires.

Note:

A new user without an invite can create an account from the login page of the Paragon Automation Web GUI, when SMTP is configured. See, Log in as a New User for the First Time Without an Invite (when SMTP is Configured).

To add users to an organization in Paragon Automation when SMTP is not configured, see Invite Users (when SMTP is not Configured).

Invite Users (when SMTP is Configured)

To invite a user when SMTP is configured:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Click the Invite User (+) icon.

    The Users: New Invite page appears.

  3. Enter user details and assign a role according to the guidelines provided in Table 1.
  4. Click Invite.

    A confirmation message indicating that the user is invited is displayed, and the user details are listed on the Users page.

  5. Check the status of the user. If the status changes to Invite Expired, you can delete the user, reinvite the user, or cancel the invitation. For more information, see Manage Users and Invites.

Invite Users (when SMTP is not Configured)

To invite a user when SMTP is not configured:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Click the Invite User (+) icon.

    The New User page appears.

  3. Enter user details and assign a role according to the guidelines provided in Table 1.
    Note: Each user must have a unique and valid e-mail address as their username.
  4. Click Save.

    The New User Creation window appears. You are presented with a masked temporary password.

    You must manually share this password with the user for them to access the organization. For more information on user login, see User Activation and Login.

  5. Click Copy to Clipboard to copy the masked password.
    To view the masked password, click Show Password.
  6. Click OK.
    The user is listed on the Users page with the status as Created. The status changes to Active when the user successfully logs in to the application.
  7. In case you choose to not share the password at the time of adding the user, you can later select the user from the users table, click Edit > Reset Password to regenerate a new temporary password and share it with the user.
Table 1: Fields on the Invite User Page
Field Description
First Name Enter the first name of the user.

First name can contain up to 64 characters.
Last Name Enter the last name of the user.

Last name can contain up to 64 characters.
Email Enter the e-mail ID that a user would use to access Paragon Automation.
Role

Assign a role to the user. You can assign only one role to a user in an organization.

You can assign:

  • Super User

  • Network Admin

  • Observer

  • Installer

See Predefined User Roles Overview for information about user roles.

See Also