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About the Users Page

To access this page, click Administration > User Management > Users.

Tasks You Can Perform

You can perform the following tasks from this page:

  • View details of a user

    To view details of a specific user, select the user and click More > Detail. Alternatively, hover over the user name and click the Details icon that appears.

    The Details for <username> pane appears on the right side of the page displaying basic information, such as the roles assigned to the user, whether the user is enabled or disabled, provider type of the user and the status of the user.

  • Add a User; see Add Users

  • Edit and delete a user; see Edit and Delete Users

  • Resend the activation link.

    To resend the activation link, click More > Resend Activation Link. The activation mail with the link to activate the user account is resent to the user.

    You must resend the activation link if the user does not activate their account within 24 hours.

  • Filter Entries—Filter the table entries by adding new filtering criteria.

    Hover over the Filter (funnel) icon and select Add Filter. On the Add Criteria page, select the filtering criteria from the Field and Condition list, and enter the text to be compared in the Value field. Click Add.

    The filtered table entries are listed and the filter criteria name is displayed above the table column names.

    You can click the cross (X) icon (next to the filter name) to remove the filtering criteria.

    Note:
    • You can add multiple filtering criteria. Once you add the multiple filtering criteria, you can select the And condition to display the entries matching all the filtering criteria or select the Or condition to display the entries matching any one of the filtering criteria.

    • Quick filter: Save the filtering criteria as quick filters. Once you have added all the filtering criteria, you can save a particular criteria or multiple criteria for future use by clicking Save.

      On the Save Filter window, enter a name for the filter, optionally toggle the Set as Default button if you want to use this filtering criteria by default, and click OK.

      The saved filters are displayed under Quick Filters when you hover over the Filter (funnel) icon. You can then apply these saved filters to the table entries.

  • Show/Hide Columns—Choose to show or hide a specific column in the table.

    Hover over the More Options (vertical ellipsis) > Show/Hide Columns and select the Column-Name check box of the columns you want to display in the table.

  • Reset Preference—Reset the displayed columns to the default set of columns for each tab in the table.

    Hover over the More Options (vertical ellipsis) and select Reset Preference.

  • Sort Entries—Click the column name to highlight the up and down arrows next to the column name. Sort the table entries in ascending or descending order of that column by clicking the up or down arrow respectively.

Field Descriptions

Table 1 displays the fields on the Users page.

Table 1: Fields on the Users Page
Field Description

User Name

The name of the user.

Roles

The roles assigned to the user.

By default, this column lists only one role assigned to the user. When a user is assigned more than one role, a +<integer> icon (for example: +2) appears to the right of the role. The integer indicates the number of additional roles assigned to the user. Click on the integer to view the additional roles.

State

Indicates whether the user can log in to Paragon Automation (enabled) or cannot log in to Paragon Automation (disabled).

Provider Type

Indicates who is the provider for authentication and authorization.

  • Local—The authentication and authorization is done within Paragon Automation or by using an LDAP server.

  • OpenID Connect-A third-party, such as Google, authenticates and authorizes the user.

Status

Indicates a user’s account status.

  • Activation_pending: The user account is not activated and therefore the user cannot log in to Paragon Automation.

    The user must click the activate mail that they received after their account was created and change their password to activate their account.

  • Active: The user account is active. The user can log in to Paragon Automation.:

  • Invite_Expired The invite mail that is sent by Paragon Automation, after the user account was created has expired. The activate mail is valid only for 24 hrs.

    To activate the user account, the user must contact the administrator to resend a new activation mail.

  • InActive: The user has not logged into Paragon Automation for 180 days.

    To reactivate the user account, the user must contact the administrator to resend the activation mail.

  • Locked: The user account is locked.

    A user account is locked if the user enters an incorrect password for more than 5 times. To unlock, the user must contact the administrator or use the click the Forgot Password link.

  • PasswordExpiry: The user password has expired. The password expires 180 days after it is assigned.

    If your password has expired, the user must click the Forgot Password link on the Login page or contact their administrator.