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Add Users

You can add several types of users from the Users page in Paragon Automation.

An administrator or a user with the privilege to add users can add the following types of users to Paragon Automation:

  • Local users, where the user is authenticated and authorized by Paragon Automation.

  • Lightweight Directory Access Protocol (LDAP) users, where the user is authenticated by the LDAP server, but is authorized by Paragon Automation.

  • Third-party users, where the user is authenticated by OpenID Connect or Google Account, and is authorized by Paragon Automation.

Note:

Before you add a user, you must configure a URL to access the Paragon Automation GUI from the Portal Settings page because this URL is sent in the activation e-mail. For more information, see Configure Portal Settings.

To add a user:

  1. Select Administration > User Management > Users.

    The Users page appears.

  2. Click Add (+).

    The Add User page appears.

  3. Complete the configuration as described in Table 1.
    Note:

    Fields marked with an asterisk (*) are mandatory.
  4. Click OK.

    A confirmation message is displayed indicating that the user account is added. The user account is listed on the Users page.

    After the user is added, if SMTP is configured, Paragon Automation sends the user an activation e-mail that contains a link to activate the user’s account. If the user does not click the activation link and set a password within 24 hours, the activation link expires and the account is not activated. To activate the account, the user must resend the activation link by clicking More > Resend Activation Link.

Table 1: Fields on the Add User Page

Field

Description

Username

 Enter one of the following:
  • A valid e-mail address, if SMTP settings are configured for e-mail verification. The user receives an activation e-mail to the specified e-mail address.
  • A username of your choice if you want to proceed without e-mail verification.

First Name

Enter the first name of the user as a string of alphanumeric characters and some special characters: underscore (_) and hyphen (-) only. The name can include up to 32 characters.A maximum of 32 characters are allowed.

Last Name

Enter the last name of the user as a string of alphanumeric characters and some special characters: underscore (_) and period (.) only. A maximum of 32 characters are allowed. The name can include up to 32 characters.

State

Click the toggle button to disable the user. By default, the user is enabled.

Note:

Only an enabled user can log in to Paragon Automation.

Provider Type

Select the type of authentication service for the user:

  • Local—Paragon Automation or an LDAP server authenticates the user.

  • OpenID Connect—A third-party that uses the authentication services of OpenID Connect authenticates the user. You should select this option if you are adding a user who will use the single sign-on feature to log in to Paragon Automation.

Password

 Enter a password for the user.

The password must be between 6 and 20 characters. A combination of uppercase letters, lowercase letters, numbers, and special characters (symbols) is required.

Note:

This field is displayed only if you chose to install Identity Access Management (IAM) without e-mail verification, that is, by setting the skip_email_verification variable to True during installation. This is helpful when you do not want to use the SMTP service for sharing the password with the user; for example, in a lab setup. When the new user logs in to Paragon Automation for the first time with this password, the user is prompted to set a new password immediately. For more information, see Access the Paragon Automation GUI.

Role

Assign one or more roles to the user.

To assign roles, select the roles to be assigned in the left box, and then click >. The selected roles are moved to the right box.

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