Security and notifications

Your security settings protect your EVAL account, and your notification preferences control how EVAL keeps you informed about patient results and other updates. Both are managed from cards on your profile page.

Navigate to your profile by clicking your avatar in the top-right corner and selecting My Profile.

Security

The Security card shows three pieces of information about your account: your role, your username, and your password (masked).

Your role

The Roles field displays your current security role in the organization. There are three possible roles:

Account Administrator has full access to every feature and configuration area, including billing. Administrators can manage team members, change roles, configure EHR integrations, and adjust account-wide settings.

Account Maintenance can access most configuration areas — account profile, team management, evaluations, EHR, API keys, and settings — but cannot access billing. This role is for team leads or coordinators who manage day-to-day operations without financial responsibility.

Account User uses EVAL's clinical and evaluation features but has no access to the CONFIGURATION section. This is the default role for most team members.

Your role is set by your organization's administrator and cannot be changed from your profile page. If you need a different role, contact an Account Administrator in your organization. For a detailed breakdown of what each role can access, see Roles and permissions.

Your username

Your username is displayed as read-only text. It was assigned when your account was created and cannot be changed from the profile page. If you need to update your username, contact your organization's administrator.

Changing your password

Click Change Password to open the password dialog. Enter your new password in the password field — you can click the eye icon to toggle visibility and confirm what you've typed.

Your new password must meet these requirements:

• At least 8 characters (maximum 100)
• At least one uppercase letter
• At least one lowercase letter
• At least one digit
• At least one special character (such as !, @, #, $, or %)

If your password doesn't meet these requirements, an inline error message appears explaining what's missing. Click Save to apply the change — your new password takes effect immediately for all future logins.

Notifications

The Notifications card controls which updates you receive from EVAL and how they're delivered. At the top of the card, you can see your current notification contact methods — your email address and mobile phone number.

Notification channels

EVAL can deliver notifications through two channels:

Email sends notifications to the email address associated with your account. Email notifications are enabled by default and work immediately — no additional setup is required.

Text Message (SMS) sends notifications to your mobile phone. To use SMS notifications, you need a verified mobile phone number on your profile. If you haven't verified a phone number, the text message option appears disabled in the notification settings.

Configuring your preferences

Click Edit on the Notifications card to open the notification preferences dialog. The dialog shows each notification category with toggle switches for Email and Text Message delivery.

Currently, EVAL offers one configurable notification category:

Patient Result Updates — notifications sent from Care Panels when patient results are updated. This is the primary clinical notification that alerts you when patients in your Care Panels complete evaluations or when results require your attention. You can enable or disable this notification independently for each channel — for example, receiving email notifications but not text messages, or both.

Below the notification categories, a note reminds you that one-time transactional messages (such as password reset confirmations or account verification codes) are always sent regardless of your notification preferences. These essential system messages cannot be disabled.

Updating notification contact methods

The notification dialog also lets you update the email address and phone number used for notification delivery. Click the Change button next to either field to start the verification process:

Changing your email opens a verification form where you enter your new email address. EVAL sends a confirmation to verify you own the address before applying the change. This email is also used for login and password recovery.

Changing your phone number opens an SMS verification form where you enter your new number. EVAL sends a verification code via text message to confirm the number is yours. You can also clear your phone number if you no longer want to receive SMS notifications.

Paused notifications

If your mobile carrier has blocked messages from EVAL's notification numbers, a yellow warning banner appears at the top of the Notifications card: "Mobile Phone notifications paused." Click the banner for instructions on how to resume — typically by texting "START" to the EVAL notification number. Until you resume, text message notifications will not be delivered even if they're enabled in your preferences.