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The new team member can immediately log in with the username and temporary password you provided.",[703,704,705,706,709,710,712],"tip",{},"When creating team members who only need to complete evaluations and view results, assign the ",[599,707,708],{},"Account User"," security role and the appropriate ",[599,711,503],{}," role. Reserve the Administrator role for people who need to manage billing, integrations, and other team members.",[611,714,716],{"id":715},"the-team-member-detail-page","The team member detail page",[592,718,719],{},"Clicking a team member from the list opens their detail page, organized into five sections.",[636,721,723],{"id":722},"profile","Profile",[592,725,726],{},"The Profile section shows the member's name, professional credentials, title, email, and privacy setting. Administrators can edit these fields to keep team member information current. If the member uses an external authentication provider (like Google or Apple), their email field is managed by that provider and cannot be changed here.",[636,728,730],{"id":729},"security","Security",[592,732,733],{},"The Security section controls authentication and access. It contains two key role assignments:",[592,735,736,738,739,743],{},[599,737,683],{}," defines the member's general access level across the platform — what configuration areas they can see, whether they can manage other users, and whether they have billing access. See ",[740,741,328],"a",{"href":742},"./roles-and-permissions"," for the full breakdown.",[592,745,746,748],{},[599,747,687],{}," defines what the member can do with patient charts — whether they can view charts, edit patient information, or have no chart access at all. This role is optional and can be left unset if the member doesn't need chart access.",[592,750,751,752,754],{},"For locally authenticated users, the Security section also shows their username and allows administrators to set a ",[599,753,672],{},". When an admin sets a temporary password, the team member is forced to change it on their next login — ensuring that only the member knows their permanent password.",[756,757,758],"warning",{},"You cannot change your own security role. This prevents administrators from accidentally locking themselves out. If you need your role changed, another administrator must make the update.",[636,760,762],{"id":761},"ehr-connections","EHR connections",[592,764,765],{},"If your organization has an EHR integration, this section shows the team member's connections to electronic health record systems. Each connection displays the EHR system name, version, the member's EHR user ID, and whether the connection is enabled or disabled.",[592,767,627,768,771],{},[599,769,770],{},"New Connection"," to link the team member to an EHR system. Connections can be edited or removed as staffing or system access changes.",[636,773,775],{"id":774},"about","About",[592,777,778],{},"The About section provides space for a longer description of the team member — their background, expertise, or areas of focus. This uses a rich text editor and is useful for organizations that want team profiles visible to colleagues.",[636,780,69],{"id":781},"library",[592,783,784],{},"The Library section shows which evaluations the team member has individual access to, independent of what's available to the entire organization. Each evaluation displays its name, revision number, and the member's access level (Owner, Can Edit, or Can Use). You can filter by name to find specific evaluations and remove access from the dropdown menu on each row.",[786,787,788],"note",{},"Library access shown here reflects direct, individual permissions. Team members also have access to evaluations shared with the entire organization through the Shared Library. Removing an evaluation here doesn't affect organization-wide access.",[611,790,792],{"id":791},"deleting-a-team-member","Deleting a team member",[592,794,627,795,798],{},[599,796,797],{},"Delete"," on a team member's detail page to remove their account. This action requires confirmation and cannot be undone — the member will lose access to EVAL immediately, and their account cannot be recovered. You cannot delete your own account.",[703,800,801],{},"Before deleting a team member, consider whether you might need to transfer ownership of any evaluations they own. Once their account is deleted, evaluations they created will still exist in the Library but may need a new owner assigned.",{"title":803,"searchDepth":804,"depth":804,"links":805},"",2,[806,807,814,821],{"id":613,"depth":804,"text":614},{"id":623,"depth":804,"text":624,"children":808},[809,811,812,813],{"id":638,"depth":810,"text":639},3,{"id":657,"depth":810,"text":658},{"id":676,"depth":810,"text":677},{"id":695,"depth":810,"text":696},{"id":715,"depth":804,"text":716,"children":815},[816,817,818,819,820],{"id":722,"depth":810,"text":723},{"id":729,"depth":810,"text":730},{"id":761,"depth":810,"text":762},{"id":774,"depth":810,"text":775},{"id":781,"depth":810,"text":69},{"id":791,"depth":804,"text":792},"Add new team members, assign security and chart roles, manage credentials, and control individual access to evaluations and EHR systems.","md",null,{"icon":826},"i-mdi-account-group-outline",true,{"title":324,"description":822},"j-hiXeL42ZFHlTEypBgh1mjv0vu9_APO6GZLLCFa9Fw",[831,833],{"title":320,"path":321,"stem":322,"description":832,"children":-1},"Configure your organization's name, logo, contact details, and public description that appear across EVAL and in the Marketplace.",{"title":328,"path":329,"stem":330,"description":834,"children":-1},"Understand how security roles and chart roles work together to control what each team member can access across the EVAL platform.",1776705256268]