Manage Users and Invites
You must be an administrator with the Super User role to manage users. Depending on whether SMTP is configured or not, different options exist for managing users in Paragon Automation.
If you configure SMTP in Paragon Automation, the user is notified when they are invited to access an organization and when the user invite is modified. See Configure SMTP Settings in Paragon Shell.
As a Super User, you can:
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Edit user role. See Edit User Role (when SMTP is Configured)
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Reinvite user. See Reinvite a User
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Cancel invitations. See Cancel an Invitation
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Revoke user. See Revoke a User
If SMTP is not configured in Paragon Automation, the Super User creates a user account in an organization and shares the Paragon Automation URL, and credentials (e-mail ID, and temporary password) with the user. The user must log in to Paragon Automation with the credentials provided by the Super User to activate the account. Once logged into the organization, the user is prompted to create a new password. For more information, see User Activation and Login.
As a Super User, you can:
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Edit user role. See Edit User Role (when SMTP is not Configured)
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Reset the user's password. See Reset Your Password
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Delete user. See Delete a User
Edit User Role (when SMTP is Configured)
On the User: User-Name page, you can edit the role of a user. A Super User cannot modify the first name, last name, and e-mail ID of a user.
To edit a user's role:
Reinvite a User
When SMTP is configured, you can reinvite a user if:
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The user invitation has expired (the invitation expires seven days after it is sent).
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The user invitation is pending (the user has not accepted the invitation).
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The user role needs to be modified for users with Invite Pending or Invite Expired invitation status.
To reinvite a user to the organization:
Cancel an Invitation
When SMTP is configured, you can invalidate an invitation by canceling the invitation. You can uninvite a user if the invitation status is Invite Pending or Invite Expired on the Users page.
An invite expires after seven days from the day the invitation was sent.
To uninvite a user:
Revoke a User
If the user accepts the invitation and has role-based access to the organization, but you want to take away the user's access, you can revoke the invitation. Revoking a user's access deletes the user from the organization. The user can still log in to Paragon Automation, but the user cannot access the organization to which the user's access got revoked. You can revoke access only for active accounts when SMTP is configured in Paragon Automation.
To revoke a user’s access to an organization:
Edit User Role (when SMTP is not Configured)
On the User: Name page, you can edit the role of a user. A Super User cannot modify the first name, last name, and e-mail ID of a user.
To edit a user's role:
Reset Your Password
Delete a User
To delete a user from an organization: