Step-by-step guidance on using Care Identity Management Find out how to complete each task in the service. Index of this guidance Key to roles Abbreviation RA role RAM Registration Authority Manager RAA(A) Registration Authority Agent (Advanced) RAA Registration Authority Agent S Sponsor IDC ID Checker LSA Local Smartcard Administrator * via request ** assignable positions only (all other positions are via request) Category Activity Roles that can do this activity Find a user or organisation Find a user profile Find an organisation All users Manage user profiles Create a new user profile Change a user's personal or contact details Change your own contact details Close a user profile Reopen a closed user profile RAM, RAA(A), RAA, IDC RAM, RAA(A), RAA, IDC, S* All users RAM, RAA(A), RAA, S* RAM, RAA(A), RAA, S* Issue and service smartcards Issue a smartcard Unlock a smartcard Repair a smartcard Clear a smartcard so it can be reused Renew a smartcard (certificates due to expire) Renew a smartcard (certificates already expired) Cancel a smartcard RAM, RAA(A), RAA RAM, RAA(A), RAA, S, LSA RAM, RAA(A), RAA RAM, RAA(A), RAA RAM, RAA(A), RAA, S, LSA RAM, RAA(A), RAA RAM, RAA(A), RAA Self-register non-smartcard authenticators Register an iPad on your own profile Register a Microsoft Authenticator device on your own profile Register a security key on your own profile Register a Windows Hello device on your own profile Register an NHS.net Connect account on your own profile All users Manage non-smartcard authenticators Issue and remove iPads Issue and remove Windows Hello devices Issue and remove Microsoft Authenticator devices Issue and remove security keys Register and remove NHS.net Connect accounts RAM, RAA(A), RAA Manage position assignments Assign a position Edit a position assignment start or end date Remove a position assignment View expired or removed position assignments Manage multiple positions assignments on a user profile RAM, RAA(A), RAA, S** RAM, RAA(A), RAA, S** RAM, RAA(A), RAA, S** RAM, RAA(A), RAA, S RAM, RAA(A) Manage access: positions Create a new position Copy an existing position Edit a position Manage assignable positions Close a position Find and view positions within an organisation RAM, RAA(A) RAM, RAA(A) RAM, RAA(A) RAM, RAA(A) RAM, RAA(A) RAM, RAA(A), RAA Batch position management Batch manage position assignments for multiple users RAM, RAA(A) Manage access: workgroups Create a workgroup View workgroups assigned to a user Directly assign a workgroup to a user Edit the dates of a workgroup assignment View workgroup history Remove a workgroup assignment Close a workgroup RAM, RAA(A) Manage requests Managing requests overview Accept or reject a create user request from ESR Accept or reject a modify user request from ESR RAM, RAA(A), RAA, S View and export reports What reports and filters are available How to view reports How to export reports Frequently used reports RAM, RAA(A), RAA, S, IDC Find a user or organisation Read guidance Manage user profiles Read guidance Issue and service smartcards Read guidance Self-register non-smartcard authenticators Register iPads, Microsoft Authenticator, security keys and more on your own profile Read guidance Manage other authenticators iPads, security keys, Windows Hello, Microsoft Authenticator and NHS.net Connect Read guidance Manage access: positions Read guidance Manage position assignments Read guidance Manage access: workgroups Read guidance Manage requests Including requests raised via the Electronic Staff Record (ESR) Read guidance View and export reports Read guidance Last edited: 18 March 2025 10:55 am