How To Manage EZCMS Subscription

The setting page is your home to manage all things related to your subscription. From types of smart cards you offer and smart card settings, to application roles.

Set Instance Administrators

Instance administrators are the equivalent of global administrators of the application, this permission will allow the user to manage any setting of EZCMS as well as give themselves permission to execute any action in the portal.

This is a highly privileged role and should be limited to a handful of people in the organization.

  1. To manage instance administrators go to your EZCMS instance and click settings. Settings Menu
  2. Add or remove users and groups. Settings Admin Setup
  3. Click “Save Changes” Settings Admin Save

Manage Smart Card Assignment

EZCMS supports 3 smart card assignment choices: Smart card is provided by the organization and specifically assigned to a user (recommended), smart card is registered by the organization but not assigned to the user, or users can buy their own smart card and use it for work (not recommended).

To set the smart card policy for your organization, follow these steps:

  1. Go to your EZCMS instance and click settings. Settings Menu
  2. Select your desired requirements.

    If “smart card must be assigned” is selected, a group of smart card administrators will have to be added. These users will be able to assign smart cards to users in your organization.

    Settings smart card requirements Setup
  3. Click “Save Changes” Settings smart card requirement Save

Manage Smart Card Settings

EZCMS allows you to set organization wide smart card settings, such as number of smart cards per user, if using a yubikey it allows you to set the touch and pin policy, pin retries, pin requirements, and blacklisted pins. To set these settings, follow these steps:

  1. Go to your EZCMS instance and click settings. Settings Menu
  2. Select your desired requirements. Settings smart card pin requirements
  3. If Administrator PUK (Pin Unblocking Retrieval) is enabled (This is used to allow administrators to recover the user’s pin if the user forgets the pin), then a group of administrators with PUK access must be set. Settings PUK administrators
  4. Click “Save Changes” Settings smart card pin requirements Save

How To Manage Smart Card Distribution Methods

EZCMS allows you to set organization wide smart card distribution methods, such as if you would like to have your team ship the cards to your users, or if you would like to have EZCMS ship the cards to your users. To set these settings, follow these steps:

  1. Go to your EZCMS instance and click settings. Settings Menu
  2. Scroll down to the “Distribution Method” section. Settings smart card and Yubikey distribution for worldwide shipping
  3. In here you will have the option of “Self” or “Keytos managed”.
    • Self: This option will allow your IT desk to add the keys to your inventory and to ship the cards to your users.
    • Keytos managed: (To enable this option you must talk to the Keytos team before hand) This option will allow you to have Keytos ship the cards to your users. This option has Keytos manage your inventory, shipping and other logistics required to ship the cards world wide. For our USA based customers, we also offer smartcard printing and personalization services.