[{"data":1,"prerenderedAt":806},["ShallowReactive",2],{"navigation_docs":3,"-docs-evaluations-permissions":586,"-docs-evaluations-permissions-surround":801},[4,8,46,68,82,148,173,219,256,266,276,313,347,361,379,437,467,481,543,581],{"title":5,"path":6,"stem":7},"Learn EVAL","/docs","docs/0.index",{"title":9,"path":10,"stem":11,"children":12},"Introduction","/docs/introduction","docs/01.introduction/0.index",[13,14,18,22,26,30,34,38,42],{"title":9,"path":10,"stem":11},{"title":15,"path":16,"stem":17},"What is EVAL Health","/docs/introduction/what-is-eval","docs/01.introduction/1.what-is-eval",{"title":19,"path":20,"stem":21},"Key concepts","/docs/introduction/key-concepts","docs/01.introduction/2.key-concepts",{"title":23,"path":24,"stem":25},"Navigating EVAL","/docs/introduction/navigation","docs/01.introduction/3.navigation",{"title":27,"path":28,"stem":29},"Account types and plans","/docs/introduction/account-types","docs/01.introduction/4.account-types",{"title":31,"path":32,"stem":33},"Getting started: clinical providers","/docs/introduction/getting-started-clinician","docs/01.introduction/5.getting-started-clinician",{"title":35,"path":36,"stem":37},"Getting started: building evaluations","/docs/introduction/getting-started-builder","docs/01.introduction/6.getting-started-builder",{"title":39,"path":40,"stem":41},"Getting started: administrators","/docs/introduction/getting-started-admin","docs/01.introduction/7.getting-started-admin",{"title":43,"path":44,"stem":45},"Getting started: patient portal","/docs/introduction/getting-started-patient","docs/01.introduction/8.getting-started-patient",{"title":47,"path":48,"stem":49,"children":50},"Marketplace","/docs/marketplace","docs/02.marketplace/0.index",[51,52,56,60,64],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Browsing the Marketplace","/docs/marketplace/browsing","docs/02.marketplace/1.browsing",{"title":57,"path":58,"stem":59},"Search","/docs/marketplace/search","docs/02.marketplace/2.search",{"title":61,"path":62,"stem":63},"Collections","/docs/marketplace/collections","docs/02.marketplace/3.collections",{"title":65,"path":66,"stem":67},"Evaluation preview","/docs/marketplace/evaluation-preview","docs/02.marketplace/4.evaluation-preview",{"title":69,"path":70,"stem":71,"children":72},"Library","/docs/library","docs/03.library/0.index",[73,74,78],{"title":69,"path":70,"stem":71},{"title":75,"path":76,"stem":77},"Folders","/docs/library/folders","docs/03.library/1.folders",{"title":79,"path":80,"stem":81},"Folder permissions","/docs/library/permissions","docs/03.library/2.permissions",{"title":83,"path":84,"stem":85,"children":86},"Builder","/docs/builder","docs/04.builder/0.index",[87,88,92,96,100,104,108,112,116,120,124,128,132,136,140,144],{"title":83,"path":84,"stem":85},{"title":89,"path":90,"stem":91},"General tab","/docs/builder/general-tab","docs/04.builder/01.general-tab",{"title":93,"path":94,"stem":95},"Content tab","/docs/builder/content-tab","docs/04.builder/02.content-tab",{"title":97,"path":98,"stem":99},"Sections","/docs/builder/sections","docs/04.builder/03.sections",{"title":101,"path":102,"stem":103},"Questions","/docs/builder/questions","docs/04.builder/04.questions",{"title":105,"path":106,"stem":107},"Question types","/docs/builder/question-types","docs/04.builder/05.question-types",{"title":109,"path":110,"stem":111},"Results and scoring","/docs/builder/results","docs/04.builder/06.results",{"title":113,"path":114,"stem":115},"Formula editor","/docs/builder/formula-editor","docs/04.builder/07.formula-editor",{"title":117,"path":118,"stem":119},"Scenario testing","/docs/builder/scenario-testing","docs/04.builder/08.scenario-testing",{"title":121,"path":122,"stem":123},"Visibility rules","/docs/builder/visibility-rules","docs/04.builder/09.visibility-rules",{"title":125,"path":126,"stem":127},"Publishing","/docs/builder/publishing","docs/04.builder/10.publishing",{"title":129,"path":130,"stem":131},"Evaluations","/docs/builder/evaluations","docs/04.builder/11.evaluations",{"title":133,"path":134,"stem":135},"Media","/docs/builder/media","docs/04.builder/12.media",{"title":137,"path":138,"stem":139},"Error resolution","/docs/builder/error-resolution","docs/04.builder/13.error-resolution",{"title":141,"path":142,"stem":143},"AI Builder","/docs/builder/ai-builder","docs/04.builder/14.ai-builder",{"title":145,"path":146,"stem":147},"Embedded evaluations","/docs/builder/embedded-evaluations","docs/04.builder/15.embedded-evaluations",{"title":129,"path":149,"stem":150,"children":151},"/docs/evaluations","docs/05.evaluations/0.index",[152,153,157,161,165,169],{"title":129,"path":149,"stem":150},{"title":154,"path":155,"stem":156},"The Player","/docs/evaluations/player","docs/05.evaluations/1.player",{"title":158,"path":159,"stem":160},"About page","/docs/evaluations/about","docs/05.evaluations/2.about",{"title":162,"path":163,"stem":164},"Revisions","/docs/evaluations/revisions","docs/05.evaluations/3.revisions",{"title":166,"path":167,"stem":168},"Permissions","/docs/evaluations/permissions","docs/05.evaluations/4.permissions",{"title":170,"path":171,"stem":172},"Actions and sharing","/docs/evaluations/menu-options","docs/05.evaluations/5.menu-options",{"title":174,"path":175,"stem":176,"children":177},"Care Panels","/docs/care-panels","docs/06.care-panels/0.index",[178,179,183,187,191,195,199,203,207,211,215],{"title":174,"path":175,"stem":176},{"title":180,"path":181,"stem":182},"Creating and configuring panels","/docs/care-panels/creating-and-configuring","docs/06.care-panels/01.creating-and-configuring",{"title":184,"path":185,"stem":186},"Tracking results","/docs/care-panels/tracking-results","docs/06.care-panels/02.tracking-results",{"title":188,"path":189,"stem":190},"Managing patients","/docs/care-panels/managing-patients","docs/06.care-panels/03.managing-patients",{"title":192,"path":193,"stem":194},"Scheduling assessments","/docs/care-panels/scheduling-assessments","docs/06.care-panels/04.scheduling-assessments",{"title":196,"path":197,"stem":198},"Filtering and exporting data","/docs/care-panels/filters-and-export","docs/06.care-panels/05.filters-and-export",{"title":200,"path":201,"stem":202},"Panel visibility","/docs/care-panels/panel-visibility","docs/06.care-panels/06.panel-visibility",{"title":204,"path":205,"stem":206},"Panel roles and permissions","/docs/care-panels/panel-roles-and-permissions","docs/06.care-panels/07.panel-roles-and-permissions",{"title":208,"path":209,"stem":210},"Collecting responses with public intakes","/docs/care-panels/collecting-responses","docs/06.care-panels/08.collecting-responses",{"title":212,"path":213,"stem":214},"Notifications and alerts","/docs/care-panels/notifications-and-alerts","docs/06.care-panels/09.notifications-and-alerts",{"title":216,"path":217,"stem":218},"Common workflows","/docs/care-panels/common-workflows","docs/06.care-panels/10.common-workflows",{"title":220,"path":221,"stem":222,"children":223},"Patients","/docs/patients","docs/08.patients/0.index",[224,225,228,232,236,240,244,248,252],{"title":220,"path":221,"stem":222},{"title":188,"path":226,"stem":227},"/docs/patients/managing-patients","docs/08.patients/01.managing-patients",{"title":229,"path":230,"stem":231},"Patient charts","/docs/patients/charts","docs/08.patients/02.charts",{"title":233,"path":234,"stem":235},"Reviewing results","/docs/patients/patient-results","docs/08.patients/03.patient-results",{"title":237,"path":238,"stem":239},"Running an evaluation","/docs/patients/running-an-evaluation","docs/08.patients/04.running-an-evaluation",{"title":241,"path":242,"stem":243},"Medical information","/docs/patients/patient-medical-tab","docs/08.patients/05.patient-medical-tab",{"title":245,"path":246,"stem":247},"Medical data types","/docs/patients/patient-medical-data-types","docs/08.patients/06.patient-medical-data-types",{"title":249,"path":250,"stem":251},"Patient identity and demographics","/docs/patients/patient-identity-tab","docs/08.patients/07.patient-identity-tab",{"title":253,"path":254,"stem":255},"Patient portal connections","/docs/patients/patient-portal-tab","docs/08.patients/08.patient-portal-tab",{"title":257,"path":258,"stem":259,"children":260},"Schedules","/docs/schedule","docs/09.schedule/0.index",[261,262],{"title":257,"path":258,"stem":259},{"title":263,"path":264,"stem":265},"Creating and managing schedules","/docs/schedule/creating-schedules","docs/09.schedule/1.creating-schedules",{"title":267,"path":268,"stem":269,"children":270},"Results","/docs/results","docs/10.results/0.index",[271,272],{"title":267,"path":268,"stem":269},{"title":273,"path":274,"stem":275},"Filtering and exporting results","/docs/results/filtering-and-export","docs/10.results/1.filtering-and-export",{"title":277,"path":278,"stem":279,"children":280},"Patient Portal","/docs/patient-portal","docs/11.patient-portal/0.index",[281,282,286,290,294,297,301,305,309],{"title":277,"path":278,"stem":279},{"title":283,"path":284,"stem":285},"Today dashboard","/docs/patient-portal/today","docs/11.patient-portal/1.today",{"title":287,"path":288,"stem":289},"Completing an evaluation","/docs/patient-portal/completing-an-evaluation","docs/11.patient-portal/2.completing-an-evaluation",{"title":291,"path":292,"stem":293},"Viewing results","/docs/patient-portal/results","docs/11.patient-portal/3.results",{"title":257,"path":295,"stem":296},"/docs/patient-portal/schedules","docs/11.patient-portal/4.schedules",{"title":298,"path":299,"stem":300},"Task links","/docs/patient-portal/task-links","docs/11.patient-portal/5.task-links",{"title":302,"path":303,"stem":304},"Public intakes","/docs/patient-portal/public-intakes","docs/11.patient-portal/6.public-intakes",{"title":306,"path":307,"stem":308},"Account and settings","/docs/patient-portal/account","docs/11.patient-portal/7.account",{"title":310,"path":311,"stem":312},"How practitioners use the Patient Portal","/docs/patient-portal/practitioner-workflows","docs/11.patient-portal/8.practitioner-workflows",{"title":314,"path":315,"stem":316,"children":317},"Account Administration","/docs/account-administration","docs/12.account-administration/0.index",[318,319,323,327,331,335,339,343],{"title":314,"path":315,"stem":316},{"title":320,"path":321,"stem":322},"Organization profile","/docs/account-administration/organization-profile","docs/12.account-administration/1.organization-profile",{"title":324,"path":325,"stem":326},"Managing team members","/docs/account-administration/managing-team-members","docs/12.account-administration/2.managing-team-members",{"title":328,"path":329,"stem":330},"Roles and permissions","/docs/account-administration/roles-and-permissions","docs/12.account-administration/3.roles-and-permissions",{"title":332,"path":333,"stem":334},"Managing evaluations","/docs/account-administration/managing-evaluations","docs/12.account-administration/4.managing-evaluations",{"title":336,"path":337,"stem":338},"Billing and subscriptions","/docs/account-administration/billing-and-subscriptions","docs/12.account-administration/5.billing-and-subscriptions",{"title":340,"path":341,"stem":342},"API keys","/docs/account-administration/api-keys","docs/12.account-administration/6.api-keys",{"title":344,"path":345,"stem":346},"Account settings","/docs/account-administration/settings","docs/12.account-administration/7.settings",{"title":348,"path":349,"stem":350,"children":351},"My Profile","/docs/my-profile","docs/13.my-profile/0.index",[352,353,357],{"title":348,"path":349,"stem":350},{"title":354,"path":355,"stem":356},"Contact and profile","/docs/my-profile/contact-and-profile","docs/13.my-profile/1.contact-and-profile",{"title":358,"path":359,"stem":360},"Security and notifications","/docs/my-profile/security-and-notifications","docs/13.my-profile/2.security-and-notifications",{"title":362,"path":363,"stem":364,"children":365},"Integrations","/docs/integrations","docs/14.integrations/0.index",[366,367,371,375],{"title":362,"path":363,"stem":364},{"title":368,"path":369,"stem":370},"Creating connections","/docs/integrations/creating-connections","docs/14.integrations/1.creating-connections",{"title":372,"path":373,"stem":374},"Managing connections","/docs/integrations/managing-connections","docs/14.integrations/2.managing-connections",{"title":376,"path":377,"stem":378},"FHIR and SMART on FHIR","/docs/integrations/fhir-and-smart","docs/14.integrations/3.fhir-and-smart",{"title":380,"path":381,"stem":382,"children":383},"Guides","/docs/guides","docs/15.guides/0.index",[384,385,389,393,397,401,433],{"title":380,"path":381,"stem":382},{"title":386,"path":387,"stem":388},"Planning","/docs/guides/planning","docs/15.guides/1.planning",{"title":390,"path":391,"stem":392},"Data","/docs/guides/data","docs/15.guides/2.data",{"title":394,"path":395,"stem":396},"Logic","/docs/guides/logic","docs/15.guides/3.logic",{"title":398,"path":399,"stem":400},"Design","/docs/guides/design","docs/15.guides/4.design",{"title":402,"path":403,"stem":404,"children":405},"Evaluation Reference","/docs/guides/evaluation-reference","docs/15.guides/5.evaluation-reference/0.index",[406,407,411,415,418,422,426,430],{"title":402,"path":403,"stem":404},{"title":408,"path":409,"stem":410},"Intro to Evaluations","/docs/guides/evaluation-reference/intro-to-evaluations","docs/15.guides/5.evaluation-reference/1.intro-to-evaluations",{"title":412,"path":413,"stem":414},"Menu Options","/docs/guides/evaluation-reference/menu-options","docs/15.guides/5.evaluation-reference/2.menu-options",{"title":162,"path":416,"stem":417},"/docs/guides/evaluation-reference/revisions","docs/15.guides/5.evaluation-reference/3.revisions",{"title":419,"path":420,"stem":421},"Learn More","/docs/guides/evaluation-reference/learn-more","docs/15.guides/5.evaluation-reference/4.learn-more",{"title":423,"path":424,"stem":425},"Download Results","/docs/guides/evaluation-reference/download-results","docs/15.guides/5.evaluation-reference/5.download-results",{"title":427,"path":428,"stem":429},"Security in Emailing Results","/docs/guides/evaluation-reference/security-emailing-results","docs/15.guides/5.evaluation-reference/6.security-emailing-results",{"title":166,"path":431,"stem":432},"/docs/guides/evaluation-reference/permissions","docs/15.guides/5.evaluation-reference/7.permissions",{"title":434,"path":435,"stem":436},"Player Reference","/docs/guides/player-reference","docs/15.guides/6.player-reference",{"title":438,"path":439,"stem":440,"children":441},"Tutorials","/docs/tutorials","docs/16.tutorials/0.index",[442,443,447,451,455,459,463],{"title":438,"path":439,"stem":440},{"title":444,"path":445,"stem":446},"101: Basic Evaluation with Visibility Rules","/docs/tutorials/basic-eval-with-visibility-rules","docs/16.tutorials/1.basic-eval-with-visibility-rules",{"title":448,"path":449,"stem":450},"Build a PHQ-9 depression screener","/docs/tutorials/build-a-phq9-screener","docs/16.tutorials/2.build-a-phq9-screener",{"title":452,"path":453,"stem":454},"Set up a care panel","/docs/tutorials/set-up-a-care-panel","docs/16.tutorials/3.set-up-a-care-panel",{"title":456,"path":457,"stem":458},"Connect Epic to EVAL","/docs/tutorials/connect-epic-to-eval","docs/16.tutorials/4.connect-epic-to-eval",{"title":460,"path":461,"stem":462},"Create a scheduled assessment","/docs/tutorials/create-a-scheduled-assessment","docs/16.tutorials/5.create-a-scheduled-assessment",{"title":464,"path":465,"stem":466},"Onboard patients via the patient portal","/docs/tutorials/onboard-patients-via-portal","docs/16.tutorials/6.onboard-patients-via-portal",{"title":468,"path":469,"stem":470,"children":471},"Troubleshooting","/docs/troubleshooting","docs/17.troubleshooting/0.index",[472,473,477],{"title":468,"path":469,"stem":470},{"title":474,"path":475,"stem":476},"Builder errors","/docs/troubleshooting/builder-errors","docs/17.troubleshooting/1.builder-errors",{"title":478,"path":479,"stem":480},"EHR connection issues","/docs/troubleshooting/ehr-connection-issues","docs/17.troubleshooting/2.ehr-connection-issues",{"title":482,"path":483,"stem":484,"children":485},"Reference","/docs/reference","docs/18.reference/0.index",[486,487,491,494,498,502,528,532,536,539],{"title":482,"path":483,"stem":484},{"title":488,"path":489,"stem":490},"Account","/docs/reference/account","docs/18.reference/1.account",{"title":166,"path":492,"stem":493},"/docs/reference/permissions","docs/18.reference/2.permissions",{"title":495,"path":496,"stem":497},"Administration","/docs/reference/administration","docs/18.reference/3.administration",{"title":499,"path":500,"stem":501},"Security and privacy","/docs/reference/security-privacy","docs/18.reference/4.security-privacy",{"title":503,"path":504,"stem":505,"children":506},"Charts","/docs/reference/charts","docs/18.reference/5.charts/0.index",[507,508,512,516,520,524],{"title":503,"path":504,"stem":505},{"title":509,"path":510,"stem":511},"Introduction to charts","/docs/reference/charts/intro","docs/18.reference/5.charts/1.intro",{"title":513,"path":514,"stem":515},"Patient evaluations","/docs/reference/charts/patient-evaluations","docs/18.reference/5.charts/2.patient-evaluations",{"title":517,"path":518,"stem":519},"Charts Landing Page","/docs/reference/charts/charts-landing-page","docs/18.reference/5.charts/3.charts-landing-page",{"title":521,"path":522,"stem":523},"Patient Medical","/docs/reference/charts/patient-medical","docs/18.reference/5.charts/4.patient-medical",{"title":525,"path":526,"stem":527},"Patient Identity","/docs/reference/charts/patient-identity","docs/18.reference/5.charts/5.patient-identity",{"title":529,"path":530,"stem":531},"Verified Accounts","/docs/reference/verified-accounts","docs/18.reference/6.verified-accounts",{"title":533,"path":534,"stem":535},"Account Creation","/docs/reference/account-creation","docs/18.reference/7.account-creation",{"title":348,"path":537,"stem":538},"/docs/reference/my-profile","docs/18.reference/8.my-profile",{"title":540,"path":541,"stem":542},"IT Deployment Strategy","/docs/reference/it-deployment","docs/18.reference/9.it-deployment",{"title":544,"path":545,"stem":546,"children":547},"Legal","/docs/legal","docs/19.legal/0.index",[548,549,553,557,561,565,569,573,577],{"title":544,"path":545,"stem":546},{"title":550,"path":551,"stem":552},"Terms of service","/docs/legal/terms-of-service","docs/19.legal/1.terms-of-service",{"title":554,"path":555,"stem":556},"Privacy policy","/docs/legal/privacy-policy","docs/19.legal/2.privacy-policy",{"title":558,"path":559,"stem":560},"HIPAA BAA","/docs/legal/hipaa-baa","docs/19.legal/3.hipaa-baa",{"title":562,"path":563,"stem":564},"GDPR DPA","/docs/legal/gdpr-dpa","docs/19.legal/4.gdpr-dpa",{"title":566,"path":567,"stem":568},"Patient privacy policy","/docs/legal/patient-privacy-policy","docs/19.legal/5.patient-privacy-policy",{"title":570,"path":571,"stem":572},"Free open source app license","/docs/legal/free-open-source-license","docs/19.legal/6.free-open-source-license",{"title":574,"path":575,"stem":576},"Limited open source app license","/docs/legal/limited-open-source-license","docs/19.legal/7.limited-open-source-license",{"title":578,"path":579,"stem":580},"Data sub-processors","/docs/legal/data-sub-processors","docs/19.legal/8.data-sub-processors",{"title":141,"path":582,"stem":583,"children":584},"/docs/ai-builder","docs/21.ai-builder/0.index",[585],{"title":141,"path":582,"stem":583},{"id":587,"title":166,"body":588,"description":793,"extension":794,"links":795,"meta":796,"navigation":798,"path":167,"seo":799,"stem":168,"__hash__":800},"docs/docs/05.evaluations/4.permissions.md",{"type":589,"value":590,"toc":779},"minimark",[591,595,600,609,612,628,638,651,655,658,661,667,673,679,686,690,697,704,709,712,715,719,722,726,729,733,737,740,746,752,758,761,765],[592,593,594],"p",{},"Permissions determine who can access your evaluations and what they can do with them. EVAL combines organization-wide visibility settings with individual user roles, giving you precise control over access — from broad availability to tightly restricted collaboration.",[596,597,599],"h2",{"id":598},"visibility-settings","Visibility settings",[592,601,602,603,608],{},"Every evaluation has a visibility level that sets the baseline for who can discover and access it. You initially set visibility in the ",[604,605,607],"a",{"href":606},"../builder/general-tab","Builder's General tab"," and can adjust it later through the Permissions dialog.",[592,610,611],{},"Two visibility levels are managed through Permissions:",[613,614,615,622],"ul",{},[616,617,618,621],"li",{},[619,620,488],"strong",{}," — Everyone in your organization can find and use the evaluation. This is the standard setting for clinical tools used within a practice or health system. Individual users don't need to be added — membership in the organization grants access.",[616,623,624,627],{},[619,625,626],{},"Private"," — Only users you explicitly add to the permissions list can access the evaluation. Use this for works in progress, sensitive assessments, or tools restricted to specific team members.",[592,629,630,631,634,635,637],{},"The third visibility level, ",[619,632,633],{},"Public",", makes the evaluation available to all EVAL users and lists it in the Marketplace. Public visibility is configured in the ",[604,636,607],{"href":606}," rather than the Permissions dialog, since publishing to the Marketplace is a more significant decision than adjusting team access.",[639,640,641,642,644,645,647,648,650],"tip",{},"Start with ",[619,643,626],{}," visibility while developing a new evaluation. Once it's tested and ready for your team, switch to ",[619,646,488],{},". Only move to ",[619,649,633],{}," when you want the entire EVAL community to have access.",[596,652,654],{"id":653},"roles","Roles",[592,656,657],{},"When you add individual users to an evaluation, you assign one of three roles that determine their level of access:",[592,659,660],{},"The roles build on each other — higher roles include everything from lower roles, plus additional capabilities.",[592,662,663,666],{},[619,664,665],{},"Can Use"," is the baseline role. Users with this role can open the evaluation in the Player, answer questions, and view results. They cannot see the Builder, modify content, or change settings. This is the right role for practitioners who need to run the evaluation but shouldn't modify it.",[592,668,669,672],{},[619,670,671],{},"Can Edit"," adds the ability to open the evaluation in the Builder, modify content, publish new revisions, and manage most settings. Assign this role to colleagues who are co-developing or maintaining the evaluation with you.",[592,674,675,678],{},[619,676,677],{},"Owner"," has full control, including the ability to manage permissions — adding and removing users, changing roles, and adjusting visibility. The person who creates an evaluation is automatically its Owner.",[680,681,682,683,685],"note",{},"For evaluations with ",[619,684,488],{}," visibility, all organization members implicitly have \"Can Use\" access. The permissions list is only needed to grant elevated roles (Can Edit, Owner) or to manage access on Private evaluations.",[596,687,689],{"id":688},"managing-the-permissions-dialog","Managing the permissions dialog",[592,691,692,693,696],{},"Open the Permissions dialog from the ",[619,694,695],{},"Actions"," menu on any evaluation where you have Owner access. The dialog shows the current visibility setting at the top and a list of users with their assigned roles below.",[592,698,699],{},[700,701],"img",{"alt":702,"src":703},"Evaluation permissions dialog","/screenshots/evaluations/permissions-dialog.png",[705,706,708],"h3",{"id":707},"adding-users","Adding users",[592,710,711],{},"To invite a new user, use the search field at the top of the user list. Search by name or email to find people in your organization, then select a role to assign. The user receives an invitation and gains access once they accept.",[592,713,714],{},"For Private evaluations, adding users is the only way to grant access — there's no organization-wide fallback. For Account evaluations, you typically only need to add users who require elevated permissions (Can Edit or Owner).",[705,716,718],{"id":717},"changing-roles","Changing roles",[592,720,721],{},"Click on any user's current role to change it. The dropdown shows all available roles. Role changes take effect immediately — if you elevate someone from Can Use to Can Edit, they can open the Builder right away.",[705,723,725],{"id":724},"removing-users","Removing users",[592,727,728],{},"Remove a user from the permissions list to revoke their individual access. For Account-visibility evaluations, this only removes their elevated role — they retain the baseline organization access. For Private evaluations, removing a user means they lose all access to the evaluation.",[730,731,732],"warning",{},"Removing the last Owner from an evaluation could lock everyone out of permission management. EVAL prevents you from removing yourself as Owner if you're the only one. If you need to transfer ownership, add the new Owner first, then remove yourself.",[596,734,736],{"id":735},"common-permission-patterns","Common permission patterns",[592,738,739],{},"Different teams use permissions in different ways depending on their workflow:",[592,741,742,745],{},[619,743,744],{},"Single-author evaluations"," — One person builds and maintains the evaluation. They're the Owner with Private or Account visibility. No additional users need specific roles since everyone in the organization can use Account-visibility evaluations by default.",[592,747,748,751],{},[619,749,750],{},"Collaborative development"," — A small team works together on an evaluation. The lead is the Owner, and each contributor has Can Edit access. Use Private visibility during development so only the team sees the work in progress, then switch to Account when it's ready.",[592,753,754,757],{},[619,755,756],{},"Organization-wide tools"," — Standard assessments used across departments. Set visibility to Account so everyone can use them. Add department leads as Can Edit so they can update content when clinical guidelines change, without needing to involve the original author.",[639,759,760],{},"If you're managing evaluations across a large organization, consider designating two Owners per evaluation. This ensures someone always has full control, even when a team member is unavailable or changes roles.",[596,762,764],{"id":763},"getting-started","Getting started",[766,767,768,774],"card-group",{},[769,770,773],"card",{"icon":771,"title":170,"to":772},"i-mdi-share-variant-outline","./menu-options","Share evaluations via links, QR codes, and embeddable code.",[769,775,778],{"icon":776,"title":204,"to":777},"i-mdi-account-group-outline","../care-panels/panel-roles-and-permissions","See how permissions work for Care Panels, which use a similar model.",{"title":780,"searchDepth":781,"depth":781,"links":782},"",2,[783,784,785,791,792],{"id":598,"depth":781,"text":599},{"id":653,"depth":781,"text":654},{"id":688,"depth":781,"text":689,"children":786},[787,789,790],{"id":707,"depth":788,"text":708},3,{"id":717,"depth":788,"text":718},{"id":724,"depth":788,"text":725},{"id":735,"depth":781,"text":736},{"id":763,"depth":781,"text":764},"Control who can view, edit, and use your evaluations with visibility settings, role-based user access, and team invitations.","md",null,{"icon":797},"i-mdi-shield-account-outline",true,{"title":166,"description":793},"Gy5vY1wucqL6gGp6quoTi8mgM9bn7wRAYL-DMDiTEBs",[802,804],{"title":162,"path":163,"stem":164,"description":803,"children":-1},"Track evaluation version history, view published and draft revisions, deprecate outdated versions, and clone evaluations as starting points for new ones.",{"title":170,"path":171,"stem":172,"description":805,"children":-1},"Share evaluations via links and QR codes, clone evaluations, report content, and access all management actions from the Actions menu.",1776705255730]