This guide provides step-by-step instructions for managing users on Paradigm. Whether you need to create a single user, import multiple users, or manage existing accounts, you'll find all the necessary procedures here.
As an administrator, you have various tools at your disposal to efficiently manage your user base. Before proceeding with any user management tasks, ensure you have the appropriate administrative permissions. If you need information about roles and permissions, please refer to our "Understanding Access Control" guide.
1. Creating a single User
- This action requires administrative privileges
- Available to: System Administrators, Account Managers, and Company Administrators
- Each user can only be associated with one company
Step-by-Step Guide
Log in to Paradigm Admin and Click on "Add User" button and enter the following details:
- Username (Required) Must be unique Email address recommended
- Email Address: Can be identical to username
- First Name & Last Name (Required)
- Company Name (Required) Cannot be changed after user creation / Single company assignment only
- Default Language (Affects:Onboarding & interface language)
- Select appropriate user roles (depends on your administrative level)
- Click "Save" to create the user (System automatically sends invitation email)
Important Notes
- Company assignment is permanent and cannot be modified later
- SSO configuration impacts authentication process
2. Creating multiple Users (import a CSV list of users)
- This action requires administrative privileges
- Available to: System Administrators, Account Managers, and Company Administrators
- Each user can only be associated with one company
The Bulk User Creation feature allows you to create multiple users simultaneously on the Paradigm platform by importing a CSV file. Follow the steps below to successfully create users in bulk.
- Create a CSV File : Before you start, it's essential to ensure that your CSV file meets the required format and constraints. You can download this sample CSV file use as a template. (e.g.Import users in Paradigm)
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Add Workspace Information (Optional): you can associate users with workspaces by adding a "Workspace" column to your CSV file. You can specify multiple workspaces by separating them with semicolons (;).
- Log in to your Paradigm admin account. Navigate to the "Users" section in the admin dashboard.
- Click the Import Button
- Browse and select the CSV file you prepared in Step 1.
- From the available options, select the file type of your uploaded file (CSV, XLS, or XLSX).
- Choose the company where these users should be created from the provided list.
- After uploading the file and selecting the file type and company, you will see a preview of the users being created. If you specified workspaces, you will also see the workspace associations.
- Finalize User Creation: Once you confirm everything is correct, finalize the user creation process.
The users will be created, and they will receive an invitation email.
During bulk creation, all users are assigned the default role of "User"
3. Deactivating a User
- This action requires administrative privileges
- Available to: System Administrators, Account Managers, and Company Administrators
To deactivate a user, uncheck the 'Active' box in their profile in the admin panel.
4. Deleting a User
Currently, user deletion requires contacting your Paradigm administrator to process the request.
Coming Soon! We are excited to announce that direct user deletion capabilities will be available in the next platform update. This feature will allow administrators to permanently remove users directly through the admin panel.