Administration
Choose a help page in this topic.
- Administration overviewUse system-wide CareMap administration tools when your account is an administrator.
- Manage usersFind user accounts and manage their profile, authentication, licensing, and access.
- Manage a user's sign-in and activationResend first-time setup, manage email/password sign-in, and distinguish activation from account setup.
- Review and change a user's accessInspect access sources and manage global administrator status or organization membership from a user record.
- Manage Staff-visible Clients from a user recordUnderstand organization-wide Client assignments before adding or removing them from a user's Access view.
- Use administrator passthroughTemporarily work as a Standard account, verify the active identity, and return to your administrator session.
- Manage organizationsCreate, review, and configure organizations and their access.
- Manage Packages and LicensesDefine Packages, apply Licenses, and review their current grant and value impact.
- Create and edit License PackagesDefine reusable License defaults, choose grants, and confirm revisions.
- Assign a License to an account or organizationChoose the correct workspace, review a Package, and issue a License with its own terms.
- Configure Package grantsChoose capabilities, storage, and monthly AI allowance and understand their effect on holders.
- Correct License termsChange the amount, billing cadence, or expiration of an active direct License.
- Set the global Base PackageConfigure or clear the default capabilities supplied to accounts and organizations.
- Revoke and reissue LicensesEnd an eligible assignment, inspect expired or revoked history, and issue a replacement.
- Retire or archive a PackageReplace an active Package with a compatible successor or archive one with no active holders.
- Publish a Package in BillingConfigure a Main plan or Add-on listing, set its purchase price, and stop new sales.
- Manage TagsCreate, edit, and delete administrative Tags and review system Tag definitions.
- Assign and filter TagsLabel users and organizations, then use Match any or Match all to narrow their Admin directories.
- Moderate the CatalogUse Catalog administration to review public changes, maintain taxonomy, and manage retained listings.
- Review Catalog submissionsInspect captured content and decide publication, release, and listing-detail proposals.
- Manage Catalog listingsQuarantine, restore, transfer, or permanently delete retained Catalog submissions.
- Manage Code SetsReview the shared vocabulary-image catalog and help authors find reusable images.
- Add and update Code Set imagesUpload PNG vocabulary images, edit their metadata, recover a partial save, or delete a catalog entry.
- Manage Profile Document typesConfigure the preset labels people can choose when pinning files to a CareMap profile.
- Manage profile summariesConfigure profile summary generation, global categories, and weekly processing from Admin Summary.
- Manage cloud voicesAdd, rename, validate, and preview the Platform Voices available to CareMap users.
- Platform Voice defaults and retirementChoose the shared default, revalidate unavailable voices, and understand permanent retirement.
- Review audit historyFind recorded events, inspect their details, and refresh administrative history.
- Search and save audit filtersUse Common scopes, save personal audit searches, and update or remove saved filters.
- Export audit historySave matching audit events as JSON or CSV and understand the 500-event limit.
- Review billing projectionsInterpret License run-rate, License counts, and captured AI provider costs.
- Manage private-pay monthly billingFind private-pay setup, invoice dates, contact changes, and collection outreach.
- Set up private payCreate a monthly agreement with a billing contact and a fixed billing time zone.
- Understand private-pay invoice datesFollow full-price rolling, calendar-alignment, and monthly service periods.
- Review private-pay invoicesRead agreement and invoice states, open payment links, and investigate delayed progress.
- Update a private-pay billing contactChange contact details while understanding which invoices retain the previous recipient.
- Handle private-pay collection outreachReview reminders, claim follow-up, record notes, and understand completion and payment.
- Operations and recoveryFind administrative health checks, maintenance controls, and recent background work.
- Read service readinessInspect readiness chips, understand their limits, and refresh the underlying checks.
- Check backups and request a backupReview Backup Readiness, run a restore preflight, or request a manual database backup.
- Inspect AI processing and search healthRead CareMap RAG metrics for queues, workers, documents, and accounting without changing jobs.
- Inspect Help synchronizationRead Knowledge Base status, retry eligible Help synchronization, and distinguish Profile Document repair.
- Clean up unused storageScan Asset GC candidates, run cleanup, and interpret partial or deferred results.
- Test notification deliverySend an administrative notification test and recover from missing destinations or Guide access.
- Clean up notification registrationsPreview stale registrations, revoke eligible destinations, and remove old revoked records.
- Inspect and retry background jobsRead bounded job queues, retry eligible work, and inspect source records or EHR payloads.
- Review native upload recoveryInterpret mobile evidence upload counts and requeue eligible stalled work.
- Monitor account deletion jobsInspect recent deletion requests, schedules, attempts, and errors without changing the request.