What can I do, and not do, with a personal guideline (or evidence summary) compared to a guideline with an organizational ownership

Modified on Fri, 19 Jul at 11:36 AM

Guidelines owned by an organization:


Only guidelines that have an organization as owner can be published with versions, and made public so that all users can access. 

You are required to be appointed as an administrator for an organizational account to be able to create guidelines belonging to that organization. To publish a guideline affiliated with a particular organization you need to be administrator of that guideline. 


Personal guidelines:


Guidelines that are created under your personal account, can be used for exploring, learning or teaching purposes. Personal guidelines cannot be published into versions, or made public, and you cannot invite viewers and co-authors. You also cannot get a Word export of your guideline.


Evidence summaries: 


Both personal and organizational evidence summaries can be made public. Evidence summaries currently have not advanced publishing options like guidelines, so your working version will be the same as your public version. 

Although there are no options for different versions, we still have a complete audit trail, so you will be able to keep a track of all your changes.


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How to get an organizational account?: sign up here, and we will contact you. Read more on our project site


Your organization have an account, but you don't have access to create or publish in its name?


To create and publish guidelines in the name of an organization, you need to become admin of your Organization. For this to happen, you need one of the other admins to assign you as admin in your organization control panel:

Read about the Organization control panel


Last Updated: 7 February 2024




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