Account Administration

Organization profile

Configure your organization's name, logo, contact details, and public description that appear across EVAL and in the Marketplace.

Your organization profile is the identity that represents your organization throughout EVAL. The name and logo appear on shared evaluations, in the Marketplace when you publish content, and in communications sent to patients. Keeping this information current ensures that colleagues, patients, and partners always see accurate, professional information about your organization.

Navigate to Account in the CONFIGURATION section of the sidebar to manage your organization's profile.

Account Administration — Organization Profile Overview

Profile details

The Profile card contains the core identity information for your organization.

Name is your organization's display name — it appears throughout EVAL wherever your account is referenced, including the Marketplace and on shared evaluations. Choose a name that's immediately recognizable to your team and external collaborators.

Privacy controls whether your organization is discoverable in the EVAL Marketplace. Set this to Public if you want other organizations to find you and access evaluations you've published. Set it to Account (private) if your organization should remain hidden from public searches.

Short Description is a brief tagline that appears alongside your organization name in the Marketplace and search results. Keep it concise — it's limited to 120 characters — and focus on what makes your organization distinctive or what kind of evaluations you offer.

Logo represents your organization visually throughout EVAL. Click the logo area to upload an image, then use the crop editor to frame it. The logo appears on your Marketplace profile, on shared evaluations, and in the Team list next to your members.

Click Edit to modify any of these fields. Changes are saved when you click Save, or discarded with Cancel.

If you publish evaluations to the Marketplace, your profile is your storefront. A clear name, professional logo, and descriptive tagline help other organizations find and trust your content.

Contact information

The Contact card holds the information people use to reach your organization and the settings that affect how EVAL operates in your timezone.

EVAL Account URL is your organization's unique vanity URL on the platform (e.g., eval.health/@your-org). You can customize this slug to something memorable. EVAL checks availability in real time as you type, and a copy button lets you quickly share the URL with colleagues.

Website is your organization's external website address. This appears on your public Marketplace profile.

Phone Number and Email are the support contact details displayed on your public profile and used in system-generated communications. Patients who receive scheduled evaluation notifications may see this contact information.

Timezone sets the default timezone for your organization. This affects how dates and times are displayed across EVAL, including schedule due dates and result timestamps. Select your timezone from the dropdown — it shows the current UTC offset for reference.

Changing the timezone affects display formatting across your organization. If your team spans multiple timezones, choose the timezone of your primary location. Individual users see times adjusted to your organization's timezone setting.

About your organization

The About card provides space for a longer description of your organization. This uses a rich text editor that supports formatting like bold, italic, links, and lists — giving you room to describe your mission, specialties, and services in detail.

This description appears on your Marketplace profile page and can help potential collaborators understand what your organization does and what types of evaluations you specialize in.

Use the About section to describe your clinical specialties, research focus areas, or the types of evaluation tools your organization develops. This helps other EVAL users understand whether your published evaluations might be relevant to their practice.

Editing your profile

Each card on the Account page has its own Edit button. Clicking Edit switches the card into editing mode, where you can modify fields and then Save or Cancel. Only users with the Account Administrator role can edit the Profile and Contact cards. The About card can also be edited by users with the Account Maintenance role.

Changes to your profile take effect immediately. If your organization is set to Public visibility, updates to the name, description, and logo will be reflected in the Marketplace the next time someone searches for your organization.

Changing your EVAL Account URL (slug) updates your vanity URL across the platform. Any existing links or bookmarks using the old URL will stop working. Coordinate with your team before changing this value.

Where your profile appears

Your organization profile information surfaces in several places across the EVAL ecosystem. In the Marketplace, your name, logo, short description, and contact details are shown to other organizations browsing for evaluations. On shared evaluations, your organization name and logo identify you as the publisher. In patient communications, the support email and phone number from your Contact card may appear in notifications sent to patients about scheduled assessments. Keeping your profile complete and up-to-date ensures a consistent, professional presence everywhere your organization is referenced.

Account Administration

Manage your organization's profile, team members, roles, and configuration settings from the CONFIGURATION section of the sidebar.

Managing team members

Add new team members, assign security and chart roles, manage credentials, and control individual access to evaluations and EHR systems.