Members (NOT Applicable) - Merged with Permissions

The term "Member" refers to any individual (i.e. "user") that has access to the EVAL platform by creating an account. Members can run and create applications. Members can create a personal account and serve as the administrator, and a member can also set up organizational level accounts, and serve as the administrator. A member can also serve as a collaborator for an application based on the level of collaboration (e.g., use, edit or own) designated by the account administrator. Account administrators and application owners can invite other collaborators. Applications can also be marked as public, account or private by the account administrator or application owner. Accounts will also vary in feature scope based on a subscription model offering additional functionality, such as creation of patient charts and data integration capabilities.

Members are provided access to applications based on the application's visibility setting as shown below by the #1:

  • If the application visibility is 'public', all EVAL members can access.
  • If the application visibility is 'account', only EVAL members in the same account can access the application.
  • If the application visibility is 'private', only members that have been granted special permission through an invite can access the application. Collaborators are designated by the account administrator or app owner who will give collaborators the authority to use, edit, or own an application. The creator of an application will be listed as a member and owner by default.

Manage members of your application by selecting Members from the 3-dot menu for the application:


Regardless of the method you choose above, the following page displays:



Adding Members

Click New Member and search for a name to add the individual that can access and use the application. Collaborators do not need to be listed on the members page, as their rights are identified on the Collaborators page.

Click Invite.


The member will be sent an email, and your page will update as follows:


An invite can be deleted by clicking the 3-dot menu next to the name and clicking Delete Invite


When a user receives an invite to an application, they will see the invitation in their library:


After clicking Accept, the Members page will be updated. The invite date/time and 'Not Accepted' label have been removed as shown below:



Removing Members

Members can be removed from the application by clicking the 3-dot menu next to the name and choosing Remove Member

After being removed, the individual will no longer have the application in their Library.