If you are a system administrator, you can request changes to your organisation's licence agreement from within Chintaro.
This includes adding new users or connections, deleting users, adding Insights users (once you have already been setup for Insights), and changing SSO details. All options are outlined in this solution.
TABLE OF CONTENTS
- Overview of Licencing Details screen
- Changing Licence Numbers for Chintaro Non-Cloud customers
- Adding Insights Users for Non-Cloud customers
- User Access Tab
- Changing Licence Numbers for Chintaro Cloud customers
- User Access Tab
- Databases Tab
- Time Zone Tab
- SSO Tab
Overview of Licencing Details screen
To get into the Licencing Details screen, go to System Maintenance > View Licence Usage. The screen is quite comprehensive, and has a lot of information on it:
The History section on the left shows the maximum number of users logged in each day. It is amber if the number is equal to the concurrent users that the organisation is licensed for. It is red if the number is greater.
The middle section shows the details of the Current Licence at the top, and the changes that are being requested below. The costs that are displayed are annual costs, and the invoice that is sent will be done pro-rata, so that all renewals are due at the same time.
The next section to the right is where all changes are requested. Once all required changes have been entered, press the 'Request Change' button in the middle section. You will be asked to supply your name and email address. Once those have been filled in, press 'Confirm Change'. You will receive an email once the change has been processed.
**Note: No changes will be made until the 'Request Change' button has been pressed. This is to allow the user to request multiple changes within one request.
Changing Licence Numbers for Chintaro Non-Cloud customers
The main field that Non-Cloud Users would want to change on this screen is the number of Concurrent Users. This is the same as the number of Chintaro Licences. To change it, put the new number in the box at the bottom of the screen (see below):
Once you have changed the number, check the New Annual Cost on the left, then press 'Request Change'. You will be asked to supply your name and email address. Once those have been filled in, press 'Confirm Change'. You will receive an email once the change has been processed.
Adding Insights Users for Non-Cloud customers
The only other change that a Non-Cloud customer can make is to add an Insights User. If Insights hasn't been setup for your organisation yet, you will need to send an email to support@chintaro.com.au. If you are already using Insights, and would just like ad additional user, click on the ADD New User Button:
User Access Tab | ||
Add New User |  | Username: Press 'Next in sequence' to auto-fill the box with the next sequential number. If you prefer your own standard, enter numbers or letters in the box. Press Save when you have completed all details for the new user, or Cancel if you would like to abort. Pressing Save will not actually send the request to be processed. Once you have made all changes that you require, you will need to press the Request Change button on the left. |
Changing Licence Numbers for Chintaro Cloud customers
Connections vs Concurrent Users
You may notice the words 'Connections' and 'Concurrent Users' throughout this page. For a description of what they mean, and the difference between the two, have a look at this solution: What is the difference between Connections and LIcences?
User Access Tab | ||
Add New User |  | Press ADD New User to request a new Cloud Licence (Parallels Username). Username: Enter a number in the box, or press 'Next in sequence' to auto-fill the box with the next sequential number. Database access: Select the database the user needs access to. If there are multiple databases, use <ctrl> to select more than one. 24/7: Tick this box for 24/7 access (rather than Basic, which is the default) Time Zone: Select your time zone from the drop-down box. This will dictate which Cloud server the user sits on, and hence the hours that the server is up (basic users are up from 7am to 7pm Mon-Sat in their local time) Insights?: Tick this box if your organisation has already been setup for Insights, and this user requires access SSO Email: only fill this out if you are using single sign-on Chintaro Login: only fill this out if you are using single sign-on Press Save when you have completed all details for the new user, or Cancel if you would like to abort. Pressing Save will not actually send the request to be processed. Once you have made all changes that you require, you will need to press the Request Change button on the left. |
Change User to 24/7 | This option is used if you have users that require access 24/7. Select the user from under the list titled Basic Users, and press the button. | |
Change User to Basic | This option is used if you have users that previously had 24/7 access, but no longer need to use Chintaro outside Mon-Sat 7am-7pm. Select the user from under the list titled 24/7 Users and press the button. | |
| Add User to Insights | This option is used if more users would like access to Insights. **Note: Your organisation must already be setup to use Insights. If they haven't, but you are interested, please email support: support@chintaro.com.au Simply select the user under the 'Current Users' list, and click Add User to Insights'. | |
Remove User from Insights | Use this option if you would like to remove one of your Insights users. Simply select the user from the Insights Users list, and click the button. | |
Delete User | This option is used if you would like to remove one of your Cloud Users. **Note: It will decrease the number of connections that you are charged for, but not the number of concurrent users. You will need to adjust that separately, if needed. To delete the user, select it from the Current users list, then press 'Delete User'. You will get a confirmation pop-up:
| |
Un-Delete User | This option is used if you accidentally added the wrong user to the Users to Delete list. Just select the user from the list and press the button. | |
Change Concurrent Users | Change the number in the box if you would like to increase or decrease the number of users that can be concurrently logged in. The change will be processed once you click on the 'Request Change' button to the left. You can review the new cost by checking out the prices under the Changed Licence section. | |
Databases Tab | |
 | Use this tab if your organisation has multiple databases. Each database will be listed (in this example, STO, and STOB). You can select users from the Database Users list, then click the 'Add' button under each database you would like to add access to. Similarly, you can select a user from under a database and select Remove to delete their access. You will need to press the 'Request Change' button for changes to be processed. |
Time Zone Tab | |
 | If you have a user that is physically located in a different timezone, you may need to change it on this tab. The timezone is used for Basic users, as the 7am-7pm access is based on their local timezone. To change a timezone, select the user from the Current Users list, select the timezone from the drop-down box, then press Change. Make any other necessary changes before pressing the 'Request Change' button. |
SSO Tab | |
 | Single sign-on is used by organisations that don't want users to enter credentials for Parallels or Chintaro once they are logged in to their local active directory in Azure or Okta. It must be set up individually. If you are currently using SSO but need to change the details for one of the users, use this tab. Select the user, then enter the new email and Chintaro login and press Change. If you would like to be setup to start using SSO, please email support: support@chintaro.com.au |
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