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Invite Users

An administrator with the Super User role can add users to an organization from the Routing Director GUI. Depending on whether SMTP is configured or not, two different workflows exist for adding users to an organization in Routing Director. See Configure SMTP Settings in Paragon Shell.

To invite users to an organization in Routing Director when SMTP is configured, see Invite Users when SMTP is Enabled. The user must accept the invitation within seven days, after which the invitation expires.

Note:

A new user without an invite can create an account from the login page of the Routing Director Web GUI, when SMTP is configured. See, Log in as a New User for the First Time Without an Invite (when SMTP is Configured).

To add users to an organization in Routing Director when SMTP is not configured, see Invite Users When SMTP is Disabled and Local Authentication is Enabled.

Invite Users when SMTP is Enabled

To invite a user when SMTP is configured:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Click the Invite User (+) icon.

    The Users: New Invite page appears.

  3. Enter user details and assign a role according to the guidelines provided in Table 1.

    Fields marked * are mandatory.

  4. Click Invite.

    A confirmation message indicating that the user is invited is displayed, and the user details are listed on the Users page.

  5. Check the status of the user. If the status changes to Invite Expired, you can delete the user, reinvite the user, or cancel the invitation. For more information, see Manage Users and Invites.

Invite Users When SMTP is Disabled and Local Authentication is Enabled

To invite a user when SMTP is disabled and local authentication is enabled:

  1. Click Settings Menu > Users on the banner.

    The Users page appears.

  2. Click the Invite User (+) icon.

    The New User page appears.

  3. Enter user details and assign a role according to the guidelines provided in Table 1.
    Note:

    • Each user must have a unique and valid e-mail address as their username.

    • Fields marked * are mandatory.
  4. Click Save.

    The New User Creation window appears. You are presented with a masked temporary password.

    You must manually share this password with the user for them to access the organization. For more information on user login, see User Activation and Login.

  5. Click Copy to Clipboard to copy the masked password.
    To view the masked password, click Show Password.
  6. Click OK.
    The user is listed on the Users page with the status as Created. The status changes to Active when the user successfully logs in to the application.
  7. In case, you choose to not share the password at the time of adding the user, you can later select the user from the users table, click Edit > Reset Password to regenerate a new temporary password and share it with the user.
Table 1: Fields on the Invite User Page
Field Description
First Name*

Enter the first name of the user.

First name can contain up to 64 characters.

For example, Jack
Surname*

Enter the last name of the user.

Last name can contain up to 64 characters.

For example, Sparrow.
Email*

Enter the e-mail ID that a user would use to access Routing Director.

For example, jack.sparrow@gmail.com
Role*

Assign a role to the user. You can assign only one role to a user in an organization.

You can assign one of the roles from:

  • Super User

  • Network Admin

    You must assign at least one access control profile to a Network Admin to grant access to resources. See Access Control Profile Overview.

  • Observer

  • Installer

See Predefined User Roles Overview for information about privileges associated with each role.
Access Control Profile*

Assign one or more access control profiles to grant access to resources (devices, service instances, and perform tagging operations).

If an access profile does not exist, click the +Add Access Control Profile link to create a new profile and assign it to the Network Admin user. See Add Access Control Profiles.

See Also