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Add Users

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

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 in the LDAP server, but authorized by Paragon Automation.

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

To add a user:

  1. Select Administration > User Management > Users.

    The Users page appears.

  2. Click the Add (+) icon.

    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 indicating that the user account is added appears and 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 which contains the link to activate the user’s account. By default, the activation link expires after 24 hours. If the user does not click the activation link and set a password within 24 hours, the account is not activated. To activate the account, you should resend the activation link by clicking More > Resend Activation Link.

Table 1: Fields on the Add User Page

Field

Description

Username

Enter a valid e-mail address or username of your choice for the user.

First Name

Enter the first name of the user as a string of alphanumeric characters and some special characters (underscore (_) and hyphen(-)); 32 characters maximum.

Last Name

Enter the last name of the user as a string of alphanumeric characters and some special characters [underscore (_) and period(.)]. 32 characters maximum.

State

Click the toggle button to enable (default) or disable the user.

A user can log in to Paragon Automation only when you enable the user.

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, such as Anuta ATOM, that uses the authentication services of OpenID Connect to authenticate a user.

    You should select this option if you are adding a user who would use the single sign-on feature to log in to Paragon Automation.

Password
Note:

This field is displayed only if you chose to install Identity Access Management (IAM) without email verification, that is, by setting the skip_email_verification variable to True. This installation 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 this new user logs in to Paragon Automation for the first time, a new password must be set. For more information. see Access the Paragon Automation GUI.

Assign the 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.

Role

Assign one or more roles to the user.

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

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