Help us improve your experience.

Let us know what you think.

Do you have time for a two-minute survey?

 
ON THIS PAGE
 

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:

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:

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:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user whose role you want to edit and click Edit User (pencil) icon.

    The User:User-Name page appears.

  3. Modify the role as needed. See Table 1 for field descriptions.
    Note:

    • If you modify the role of a user whose invitation status is Active, the user is not notified about the modification in the role.

    • If you modify the role of a user whose invitation status is Invite Pending or Invite Expired, a new invitation e-mail is sent to the user to access the organization with the new role-based access privileges.
  4. Click Save.

    A confirmation message indicating that the user invitation is updated is displayed and you are returned to the Users page, where you can view the changes you made.

Reinvite a User

When SMTP is configured, you can reinvite a user if:

  • The user invitation has expired (the invitation expires seven days after it is sent).

  • The user invitation is pending (the user has not accepted the invitation).

  • The user role needs to be modified for users with Invite Pending or Invite Expired invitation status.

To reinvite a user to the organization:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user you want to reinvite and do one of the following:

    • Click Edit User (pencil) icon and then click Re-invite on the User: User-Name page.

      You can modify the role of a user only when you reinvite the user by using this method.

    • Click More > Re-invite User.

    • Right-click the user in the table and click Re-invite User.

    If you choose to reinvite a user by right-clicking or clicking the More option, you will only be able to reinvite the user but won't be able to modify their role.

    The Re-invite User confirmation page appears.

    You can reinvite a user whose status is Invite Expired or Invite Pending. For users whose access is revoked or deleted, you must reinvite the user by clicking Invite User (+) icon; see Invite Users.

  3. Click Save.

    An invitation e-mail is sent to the user and the user account is listed on the Users page with status Invite Pending.

    If the user doesn’t accept the invitation within seven days, the invitation expires.

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.

Note:

An invite expires after seven days from the day the invitation was sent.

To uninvite a user:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user you want to uninvite and do one of the following:

    • Click Edit User (pencil) icon and then click Uninvite on the User: User-Name page.

    • Click More > Uninvite.

    • Right-click the user in the table and click Uninvite.

    The Delete Invitation confirmation page appears.

  3. Click OK to uninvite the user.

    A confirmation message indicating that the invite is canceled is displayed and you are returned to the Users page. The details about the user invitation is no longer listed in the Users table.

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:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user whose access needs to be revoked and do one of the following:

    • Click Edit User (pencil) icon and then click Revoke on the User: User-Name page.

    • Click More > Revoke User.

    • Right-click the user in the table and click Revoke User.

    The Delete User confirmation page appears.

  3. Click OK.

    The user is deleted from the organization and cannot access the organization.

    Note:

    Paragon Automation maintains a log of the user's activities in the organization even after the user’s access gets revoked. For example, the user’s activities recorded in the audit logs will remain even if they no longer have access to the 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:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user you want to edit and click Edit User (pencil) icon.

    The User:User-Name page appears.

  3. Modify the role as needed. See Table 1 for field descriptions.
  4. Click Save.
    The user with the updated user role is listed on the Users page.

Reset Your Password

To reset the password for a user when SMTP is not configured:
  1. Click Settings Menu > Users on the banner.
    The Users page appears.
  2. Select the user whose password you want to reset and do one of the following:
    Note:

    You can reset the password of users whose status is Created or Active.

    • Click Edit User (pencil) icon and then click Reset Password on the User: User-Name page.

    • Click More > Reset Password.

    • Right-click the user and click Reset Password.

    The Reset Password page appears. You are presented with a randomly generated temporary password.

    You must share this password with the user for the user to access the organization.

  3. Click Copy to Clipboard to copy the masked password.

    To view the masked password, click Show Password.

    You must manually share this password with the user for them to access the organization.

Delete a User

To delete a user from an organization:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Select the user you want deny access to the organization and do one of the following:

    • Click Edit User (pencil) icon and then click Delete on the User: User-Name page.

    • Click More > Delete User.

    • Right-click the user and click Delete User.

    The Delete User confirmation page appears.
  3. Click OK.

    The user is deleted from the organization and cannot access the organization.

See Also