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Each User created in Chase must have a valid User license before they can log in and work. 

You can activate a User license online, or by contacting the Chase Support Centre.  Once a license has been activated, you can transfer the license from one User to another, and deactivate it when it is no longer required.

Find out how to:


Step-by-step guide


Activating an online license

Chase allows Clients to assign licenses to their Users without getting a license key from Chase.

Impacts of online activation:

  • Ensure that only one User is allowed to provide licenses, and that all Users who have licenses are active.
  • A certain fee will be paid for active licenses.  Please ensure that all licenses are in use.

  1. From the Configuration screen, click the Resources group to expand it.



  2. Click the Users item.



    The Users screen appears. 

  3. Select the User from the list, and click the Activate User License button on the Toolbar.

    You can also click the Change User License button in the License Type column against the User.




    The User To License dialog appears. 

    Notice that the name of the User is already selected in the User To License field. To select another User, click the drop down arrow on this field and select a different User to license. 

  4. Click the drop down arrow on the New License field, and select a license type.



    Selecting a license here does not mean the User will have access to more or less functionality. This will be controlled by the User Rights assigned to the User.

  5. Click the License User button.



    Once the License User button is clicked, you will be redirected to the Users screen.

    Notice that the License Type field shows the License Type assigned to the User.

  6. Click the Save button to make your changes permanent.




Activating a Call Center license

With this type of activation, you need to contact our Chase Support Centre to get the license key.


  1. From the Configuration screen, click the Resources group to expand it.



  2. Click the Users item.



    The Users screen appears. 
  3. Select the User from the list, and click the Activate User License button on the Toolbar.

    You can also click the Change User License button in the License Type column against the User.



    The User To License dialog appears. 

    Notice that name of the User is already selected in the User To License field. To select another User, click the drop down arrow on this field and select a different User to license. 

    You can also view how many licenses are currently active from this screen.



  4. Contact Chase Support with the full name and initials of the User to activate, as well as the type of license required (Full Chase, Lite or Timesheet).  

  5. Enter the license code received from Chase Support, in the License Key field. 
  6. Click the License User button.



  7. Click the Save button to make your changes permanent.





Transferring a User license

Chase allows you to transfer a User license from one User to another.  This is typically done when an employee takes over the duties of another employee.  Note that the User from which the license is transferred will no longer be able to log into Chase once the transfer is complete.

  1. From the Configuration screen, click the Resources group to expand it.



  2. Click the Users item.



    The Users screen appears. 

  3. Select the User from whom the license will be transferred.

    In this example, Berry MGraw is selected.



  4. Click the Transfer License button on the Toolbar.



    The Transfer License dialog appears. 

  5. Select the User to whom the license will be transferred, in the To User field. 

    In this example, Taylor Simpson was selected.



  6. Click the Transfer License button to complete the transfer.



    A small pop up dialog appears with a warning.



  7.  To continue with the transfer of the licence, click the Yes button.

    You are redirected to the Users screen.  Notice that the User you transferred the license from no longer has a license type.

  8. Click the Save button to make your changes permanent.




Deactivating a User license

If a User leaves your company, or is not required to use Chase, you need to disable them and deactivate their license.  Your company will pay for each license that is not deactivated, so it is best to deactivate any licenses not being used.  Please note that marking the User inactive in Chase does not mean the license is deactivated.

Chase Insight

If your agency uses Chase Insight, you need to disable the User by unchecking the Is Active checkbox. 


  1. From the Configuration screen, click the Resources group to expand it.



  2. Click the Users item.



    The Users screen appears. 

  3. Uncheck the Is Active checkbox against the relevant User. 

    This will block the User from logging into Chase. If your agency uses Chase Insight, unchecking this checkbox will disable the user.




  4. With the User still selected, click the Activate User License button on the Toolbar, or click the Change User License in the License Type column.



    The User To License dialog appears. 

    Ensure that the correct User name is selected in the User To License field.

  5. Click the drop down arrow on the New License field, and select None from the list.



  6. Click the License User button to deactivate this license.



    Notice that the User has been unlicensed in the License Type column.


  7. Click the Save button to make your changes permanent.