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ON THIS PAGE
 

About the Users Page

To access the Users page, click Settings Menu > Users on the banner.

You must be an administrator with the Super User role to view, add, and manage users. Depending on whether SMTP is configured or not, different workflows exist to add and manage users in Paragon Automation. See Configure SMTP Settings in Paragon Shell.

If SMTP is configured, Paragon Automation sends an invitation e-mail when:

  • A first-time user creates an account in Paragon Automation

  • A superuser adds a user to an organization.

If SMTP is not configured in Paragon Automation, an administrator with the Super User role creates a user account in the organization and shares the Paragon Automation URL, e-mail ID, and temporary password with the user. The user must log in with the credentials provided by the superuser to activate the account. Once logged into the organization, the user is prompted to create a new password. For more information on user login, see User Activation and Login.

Tasks You Can Perform

An administrator with the Super User role can perform the following tasks from this page:

  • View details of the existing users and the users who are invited to access the organization—The basic information about the users, such as first name, last name, e-mail ID, invite status of the user, and role assigned is displayed. See Table 1 for field descriptions.

  • Invite users; see Invite Users.

  • Manage user invitations; see Manage Users and Invites.

  • Assign tags to users—A tag is a label in the key:value format that you add to a user so that you can logically group and categorize the users.

    To add one or more tags to a user, on the Users page:

    1. Select the user and click the Edit icon.

      The Edit Users page appears.

    2. In the Tags field, select a tag to be applied from the drop-down list that appears.

      Alternatively, you can also create a new tag by clicking the Create New Tag link at the bottom of the page and assign it to the user. If you are creating a new tag, ensure that:

      • The key starts with a letter and is followed by letters, numbers, periods (.), hyphens (-), or underscores (_), and is between 1 and 200 characters long.

      • The value includes alphanumeric characters, periods (.), hyphens (-), and underscores (_), and is between 1 and 200 characters long.

    3. Click Save to save the changes.

  • Resize or re-arrange columns in a table (grid).

  • Show or hide columns in the table or reset page preferences, using the vertical ellipsis menu.

  • Search by using keywords—Click the search icon (magnifying glass), enter the search term in the text box, and press Enter. The search results are displayed on the same page.

  • Filter the data displayed in the table—Click the filter icon (funnel) and select whether you want to show or hide advanced filters. You can then add or remove filter criteria, save criteria as a filter, apply or clear filters, and so on. The filtered results are displayed on the same page.

  • Set the number of rows to be displayed in the table—Set the number of rows (15, 30, 50, or 100) to be displayed in the Network Implementation Plan table in the Display drop-down list provided at the bottom right-corner of the table.

    If there are multiple pages of rows, use the arrow heads to traverse through the pages or enter a page number to view the entries listed on that page.

For more information, see GUI Overview.

Field Descriptions

Table 1 describes the fields on the Users page.

Table 1: Fields on the Users Page
Fields Description
First Name The first name of the user.
Last Name The last name of the user.
Email The e-mail ID the user would use to access Paragon Automation.
Status

Indicates a user’s account status:

User account status when SMTP is configured:

  • Active: The user’s account is active and the user can access the organization.

  • Invite Pending: The user is yet to accept the e-mail invitation received and doesn’t have access to the organization.

  • Invite Expired: The e-mail invitation sent to the user has expired. An invitation expires seven days after the invite is sent to the user.

User account status when SMTP is not configured:

  • Created: The superuser has created a user account in Paragon Automation for the user. The user must login using the e-mail ID and temporary password that the superuser shares with them to activate their account.

  • Active: The user’s account is active and the user can access the organization.

Role

The role assigned to a user.

See Predefined User Roles Overview for details about the user roles.
Tags

Tags assigned to the user.

If there is more than one tag assigned to the user, an integer is present next to the displayed tag. For example, +2 in the Tags column indicates that there are two more tags in addition to what is currently listed. You can hover over the integer to view the additional tags assigned to the user.

To assign a tag, edit the user and click Edit. For information, see Manage Users and Invites

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