System
Settings that apply to the whole ClaimPod instance rather than one client. Open it from Settings › System in the sidebar. Settings for a single practice live on its own page: open the client from Settings › Client, then its Settings tab.
Its License tab shows what this instance is licensed to run. When a screen says a module is not part of your plan, this is the tab that says why.
Who Can See It
Section titled “Who Can See It”Administrator only. Every other role sees You Don’t Have Access.
What It Shows
Section titled “What It Shows”The tab holds two cards: Entitlement License, which describes the installed license, and Install a Renewed License.
| Field | What it means |
|---|---|
| Plan | The tier this instance runs |
| Status | Active, Renew Soon, Grace Period, Read-Only, or No License Installed |
| Includes | The modules the license grants |
| License ID | The identifier to quote when asking about it |
| Issued | When the license was granted |
| Expires | When it stops |
Under the title, a notice explains any status other than Active:
| Status | Notice |
|---|---|
| Renew Soon | “Renew before {date} to avoid disruption.” |
| Grace Period | The license has expired but stays fully functional until the grace date it names, then goes read-only |
| Read-Only | “Writes are frozen. Install a renewed license to resume normal operation.” |
| No License Installed | Every module stays disabled until a license is installed |
A module missing from Includes is missing from the sidebar. That is not about your account, so a role change will not help.
Installing a Renewed License
Section titled “Installing a Renewed License”Paste the license you were issued into Signed license blob on the Install a Renewed License card, then select Install license. “License installed” confirms it and the Entitlement License card updates; “Couldn’t install license” means it was refused and the old license stays in place.
Expiry Reminders
Section titled “Expiry Reminders”Every Administrator and Superadmin gets an email 30, 14 and 7 days before the license expires, and the Administration dashboard shows a License expires in N days warning with a link here for the whole of the last 30 days. Once the license has expired, the warning says when the grace period ends. If a license is installed with less time left, the next reminder still comes, just once. Installing a renewed license starts the reminders over.
Each time the license moves to Renew Soon, Grace Period or Read-Only, the Audit Log records it as a change to instance_license made by System.
States
Section titled “States”- You Don’t Have Access for every other role, with “System needs the Administrator role. Ask your team’s admin to grant access.” and Back to Dashboard.
- Couldn’t Load the License if it cannot be read, with a way to retry.
Related: I Cannot See Something · Clients