Administration

Account Administration Overview

As an EVAL account administrator, you manage your organization's settings, team members, and operational configuration. The administration tools give you centralized control over how your team uses the platform.

Managing Team Members

Inviting Members

You invite new members to your EVAL account by sending email invitations through the Members section of Account Settings. Each invitation includes a role assignment that determines the new member's permissions from the moment they join.

Assigning Roles

You assign roles to each team member based on their job responsibilities. Available roles include Administrator, Maintenance, Member, Charts Read, and Charts Write. You can change a member's role at any time to reflect evolving responsibilities. See the Permissions page for a detailed breakdown of what each role can do.

Removing Members

You remove team members who no longer need access to your account. Removing a member revokes their access to all account resources, evaluations, and patient data.

Account Settings

Account Details

You update your organization's name, primary contact information, and other identifying details through the Account Details section. Keep this information current so that team members and external collaborators can identify your organization correctly.

Privacy Settings

You configure data privacy preferences for your account. These settings control how your organization handles patient data, consent management, and compliance requirements. Adjust these settings to align with your organization's privacy policies and applicable regulations.

Billing

You view and manage your subscription plan, payment methods, and invoicing through the Billing section. Here you upgrade or downgrade your plan, update payment information, and download invoices for your records.

Best Practices

• Review member roles regularly -- Audit team member roles periodically to ensure permissions still match current job responsibilities.
• Use the principle of least privilege -- Assign the minimum role necessary for each team member to complete their work.
• Keep account details current -- Update your organization's contact information promptly when changes occur.
• Monitor billing activity -- Review your subscription and usage periodically to ensure your plan meets your organization's needs.