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This role is ideal for team leads or coordinators who need to manage day-to-day configuration without billing responsibility.",[593,715,716,719],{},[617,717,718],{},"Account Users"," have no access to the CONFIGURATION section at all. They use EVAL's clinical and evaluation tools but don't see or interact with administrative settings. If a team member needs configuration access, an administrator must upgrade their security role.",[593,721,722,723,624],{},"For a detailed breakdown of what each role can do across the entire platform, see ",[621,724,328],{"href":725},"./roles-and-permissions",[727,728,729],"tip",{},"Most organizations work well with one or two administrators and a few maintenance-level users for team leads. Keep the Administrator role limited to people responsible for billing and account-wide decisions.",[731,732,733,734,624],"note",{},"The CONFIGURATION section is only visible to users with Account Administrator or Account Maintenance roles. If you don't see it in your sidebar, contact your organization's administrator to request access. For details on what each role can do, see ",[621,735,328],{"href":725},[607,737,739],{"id":738},"getting-started","Getting started",[741,742,743,748,752,756,760,764,768],"card-group",{},[744,745,747],"card",{"icon":746,"title":320,"to":623},"i-mdi-domain","Set up your organization's name, logo, description, and contact information.",[744,749,751],{"icon":750,"title":324,"to":633},"i-mdi-account-group-outline","Add, edit, and manage the people who use EVAL in your organization.",[744,753,755],{"icon":754,"title":328,"to":725},"i-mdi-shield-account-outline","Understand how security roles and chart roles control what team members can access.",[744,757,759],{"icon":758,"title":332,"to":641},"i-mdi-apps","View all evaluations, manage licensing, and configure clinical priorities.",[744,761,763],{"icon":762,"title":336,"to":650},"i-mdi-credit-card-outline","Manage subscription plans, payment methods, and transaction history.",[744,765,767],{"icon":766,"title":340,"to":670},"i-mdi-key-variant","Create and manage API keys for programmatic access to EVAL.",[744,769,771],{"icon":770,"title":344,"to":679},"i-mdi-cog-outline","Configure patient management rules and default medical code systems.",{"title":773,"searchDepth":774,"depth":774,"links":775},"",2,[776,777,778,779],{"id":609,"depth":774,"text":610},{"id":682,"depth":774,"text":683},{"id":697,"depth":774,"text":698},{"id":738,"depth":774,"text":739},"Manage your organization's profile, team members, roles, and configuration settings from the CONFIGURATION section of the sidebar.","md",null,{"icon":770},{"title":314},{"title":588,"description":780},"FOw2poN3xZk7glVXxzIVuWL6xIoZuh-deClSAVbPgTs",[788,790],{"title":310,"path":311,"stem":312,"description":789,"children":-1},"Understand the end-to-end workflow for delivering evaluations through the Patient Portal, from scheduling assessments to reviewing completed results.",{"title":320,"path":321,"stem":322,"description":791,"children":-1},"Configure your organization's name, logo, contact details, and public description that appear across EVAL and in the Marketplace.",1776705255188]