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For example, an Account User with Charts Read/Write has full clinical access but no administrative access. An Account Administrator with no charts role can manage billing and team members but cannot view patient data.",[612,671,673],{"id":672},"how-the-two-roles-work-together","How the two roles work together",[592,675,676],{},"The security role and charts role combine to create the team member's complete access profile. Here are the most common combinations:",[592,678,679,682],{},[596,680,681],{},"Clinician or researcher"," — Account User + Charts Read/Write. Full access to clinical tools and patient data, no administrative access. This is the most common combination for healthcare professionals.",[592,684,685,688],{},[596,686,687],{},"Clinic coordinator or team lead"," — Account Maintenance + Charts Read/Write. Can manage the team, configure EHR connections, and view account settings, in addition to full clinical access.",[592,690,691,694],{},[596,692,693],{},"Evaluation builder"," — Account User + no charts role. Can create and manage evaluations in the Library but has no access to patient data. Ideal for staff who develop assessment tools.",[592,696,697,700],{},[596,698,699],{},"Quality assurance reviewer"," — Account User + Charts Read. Can view patient data and review results but cannot modify records. Useful for compliance or quality oversight.",[592,702,703,706],{},[596,704,705],{},"Organization administrator"," — Account Administrator + Charts Read/Write. Full access to everything — clinical tools, patient data, billing, and all configuration settings.",[708,709,710],"warning",{},"Be thoughtful about granting the Account Administrator role. Administrators can change any team member's role, access billing information, and modify account-wide settings. In most organizations, one or two administrators is sufficient.",[612,712,714],{"id":713},"where-roles-appear","Where roles appear",[592,716,717],{},"A team member's roles are visible in several places:",[719,720,721,728,734],"ul",{},[722,723,724,727],"li",{},[596,725,726],{},"Team list"," — the role appears next to each team member's name, making it easy to see the access level across your organization at a glance",[722,729,730,733],{},[596,731,732],{},"Team member detail page"," — the Security card shows both the security role and charts role as dropdown selectors",[722,735,736,739],{},[596,737,738],{},"New Team Member dialog"," — roles are assigned when creating a new team member",[612,741,743],{"id":742},"changing-a-team-members-role","Changing a team member's role",[592,745,746],{},"To change someone's role, navigate to their detail page from the Team list and open the Security card. Select the new security role or charts role from the dropdown and save. The change takes effect immediately — the team member will see updated navigation and permissions on their next page load.",[638,748,749],{},"If a team member reports that they can't see the CONFIGURATION section in their sidebar, check their security role. Only Account Maintenance and Account Administrator roles can see administrative settings.",{"title":751,"searchDepth":752,"depth":752,"links":753},"",2,[754,755,756,757,758],{"id":614,"depth":752,"text":615},{"id":643,"depth":752,"text":644},{"id":672,"depth":752,"text":673},{"id":713,"depth":752,"text":714},{"id":742,"depth":752,"text":743},"Understand how security roles and chart roles work together to control what each team member can access across the EVAL platform.","md",null,{"icon":763},"i-mdi-shield-account-outline",true,{"title":328,"description":759},"SJO1Sb-ZLryYzogKMGsxYNShefF4DVSNzulQck-kLvA",[768,770],{"title":324,"path":325,"stem":326,"description":769,"children":-1},"Add new team members, assign security and chart roles, manage credentials, and control individual access to evaluations and EHR systems.",{"title":332,"path":333,"stem":334,"description":771,"children":-1},"View all evaluations across your account, manage licensing, configure clinical priorities, and review revision history from the admin view.",1776705255721]