Manage Packages and Licenses

Global CareMap administrators use Admin > Access > Licensing to manage reusable Packages. A Package defines capabilities and starting commercial terms. A License assigns a Package to an account or organization.

Licenses work alongside workspace membership, content permissions, and other feature requirements. Account Licenses supply the personal workspace; organization Licenses supply that organization's workspace.

Choose a Package task

• Create and edit Packages: set properties, default terms, and expiration; review and confirm revisions.
• Configure grants: choose capabilities, storage, and monthly AI allowance; understand dependencies and live impact.
• Set the global Base Package: configure or clear the default benefits supplied across accounts and organizations.
• Retire or archive a Package: replace existing holders' benefits with a successor or archive an unused definition.
• Publish in Billing: configure a paid Main plan or Add-on listing, price, publication, and unpublishing.

Use Refresh to reload the list. Open a row to review its saved Overview, including state, revision, account/organization holders, revenue projection, current grants, and any successor. Active Packages are editable; retiring and archived Packages are read-only.

Manage a recipient's Licenses

Open Admin > Access > Users > the user > License, or Organizations > the organization > Access > Licenses.

• Assign a License with Add Package.
• Correct terms for an active direct License.
• Revoke or reissue while retaining history.

For personal benefits tied to Staff or Client eligibility, use organization role Licenses. Base and role Licenses are controlled by their configurations rather than individual rows.

Interpret capability and price changes

Package grant revisions affect active holders. Default amount, cadence, and expiration initialize future License forms; they do not rewrite existing License terms. Storefront prices are saved separately, and repricing a listing does not change existing subscribers' prices.

Effective grants combines active Packages. Multiple sources of the same Package count once. Next-cycle AI credits describes allowance; check Usage for the current available balance. New monthly-credit assignments can reset that cycle's allocation.

Admin Billing summarizes recurring value. Private-pay billing manages a separate Client agreement and invoice workflow. For unexpected values, refresh and compare the recipient, source, current grants, assignment terms, and relevant billing view.