web analytics
  1. Home
  2. Knowledge Base
  3. Agency Configurations
  4. User and License Management

User and License Management

This article is only applicable to administrators. This article will show how administrators can add, update, and deactivate user accounts, as well as assign or revoke licenses.

Sections:

Adding/Updating User Profiles
User Profiles can be updated via the Update and Add toolbar buttons respectively. This process is very similar to adding or updating client profiles. (see: How to add a Client Profile).
Image
When adding a user, it is important to set their user role and department. This can be done via the License and Rights tab. This will determine which forms they have access to and what actions they can take on those forms. If you are not sure which role or department to assign, then you can get an idea by viewing the departments and roles of existing users.
Image

How to Reset a User's Password

It is possible for administrators to reset the passwords of user accounts and to send them their credentials by email. (e.g. if a user forgets their password)

Step 1: Navigate to the user’s profile

Step 2: Once viewing the user, click on Update

Image
Step 3: From the Personal tab, click on Generate Pass to change their password. A password change will unlock the user’s account if it is locked.
Image
Step 4: Click Save
Step 5: Click “Send Changed Password Email” from the bottom centre so the user receives an email with their new password.
Image
The password change may take a few minutes to fully process

How to Add or Remove a User's License

Note that only accounts with licenses are able to use CARMIS.

Step 1: Navigate to the user’s profile

Step 2: View the License and Rights tab of the user, and scroll down to the "Licensed" field.

Assign or Revoke License

To remove an assigned license: Click on "Revoke". This will free up the license to be applied to another user.

To assign a license: Click on "Assign". It is only possible to assign a license if there is a license available to be assigned.

Step 3: After a license is assigned to a user, wait for up to 5 minutes for the license to be applied. Then click “Send New Account Details” from the bottom left so the user receives an email with their new credentials.

Image

Deactivating a User's Account

For data integrity reasons, CARMIS does not allow the outright deletion of client profiles. Instead, the process for removing old/past users is to remove their CARMIS license and remove their role/department.

Step 1: Navigate to the user’s profile

Step 2: Remove the user's license. This will restrict access to the account and will free the license for other accounts to use.

Step 3: Click Update.

Image

Step 4: From the License and Rights tab, set the user’s role to “none”. This will ensure that even if the account is re-assigned a license in the future, it will not have permissions to view sensitive data or make changes.

Image
Step 5: Click Save

Viewing the Number of Remaining Licenses

Step 1: To start, go to Admin > User Management > Licenses Usage Report (760)

Image
Step 2: Once the report is open, click on "Show Report" at the bottom left to generate the report.
Run Report
Step 3: A display will appear at the bottom left (in addition to the main report). This display will show how many CARMIS licenses have been assigned and how many are remaining.
Image

Step 4: (Optional) You can view additional details in the main generated report.

Step 5: (Optional) If you need more licenses, there are two ways to obtain more:

  • Option 1: You can remove a license from an inactive account. Steps for removing a license can be found here.
  • Option 2: You can also contact us at support@nsdtech.com if you would like to increase the number of licenses in your agency's contract.
Was this article helpful?
Yes No

Need Support?

Can't find the answer you're looking for?
Contact Support