User Preferences: Change Password and Set Home Page

This article provides an overview of the functionality available within the User Preferences page in TES®.

The User Preferences screen is available to all users of TES® regardless of user rights. The user’s password can be updated within this page, and the default login page can be set.

To navigate to User Preferences:

  1. Go to the Manage menu.
  2. Select User Preferences.
User Preferences screen, as described below.
Select to see a larger version

Change Password

An account password can be updated under CHANGE MY PASSWORD. To do so:

  1. Review the password guidelines:
    • The password must be new, not the same as your previous password.
    • The password must be a minimum of eight (8) characters.
    • The password must contain at least two letter characters and two number characters.
    • The password must contain at least one uppercase character and at least one lowercase character.
    • The password may contain special characters except for spaces, forward slashes, semi-colons, or sequential hyphens.
  2. Enter a new password into the field noted.
  3. Re-enter the password in the Re-enter to confirm box.

TES will support the copying and pasting of passwords and entering of passwords via a password management system.

The password will be hidden by default.

    • To display it, select the Show button.
      • To hide the password again, select Hide.
  1. If the user has a TES and Transferology Lab account, the individual will be presented with the following two items to verify:
    • That the individual is an employee of the noted institution.
    • The user has read and agreed to abide by the TES and Transferology Terms of Use.
      • Review the terms of use.
      • Mark the checkboxes to the left of each item.
      • This password reset will apply to the TES and Transferology Lab user accounts.
  2. If the user does not have a Transferology Lab account, the individual will only be presented with the following two items to verify:
    • That the individual is an employee of the noted institution.
    • The user has read and agreed to abide by the TES Terms of Use.
      • Review the terms of use.
      • Mark the checkboxes to the left of each item.
  3. Select Submit.

The user will be directed to the TES login screen, where it will be noted that the password was successfully changed. Please log in with the new password.

Callout illustrates the location of the message described above.

Set Home Page

Each user can select a home page in TES® within SET MY HOME PAGE. The page selected will be the one the user sees immediately upon logging into TES. The available options depend on the user’s assigned rights.

Home Page Options

The full range of options is organized under the below headings, according to the menu under which they appear in TES:

  • Default
    • Default Homepage
    • Dashboard
  • Search:
    • Course Finder
    • Equivalency Finder
    • Course List Report
  • Track:
    • My Evaluations
    • All Open Evaluations
    • All Closed Evaluations
    • Send Email Reminders
  • Match:
    • Equivalency Manager
    • Equivalency Batch Editor
    • Equivalency Explorer
    • User Added Courses
    • Course Tags & Outline
  • Manage:
    • Usage Statistics
    • Public View Management
    • User Management
    • Export Options

Users with an active TES® account but no established user rights will only have four pages to choose from:

  • Default Homepage
  • Dashboard
  • Course Finder 
  • Equivalency Finder

Users with every TES user right will have all eighteen choices above.

Set the Home Page

To select a default home page:

  1. Under SET MY HOMEPAGE, select the button to the left of its name.
  2. Select Submit.
In this example, the Dashboard has been selected as the user's default homepage.

If a user has defined a default home page that is dependent upon a particular user right, and the user right is removed, the individual will be redirected to the User Preferences page and prompted to select a new home page.

A Specialized Case: The Faculty Evaluator

Institutions using the Evaluation Tracker workflow may want to suggest that users exclusively evaluating courses set the My Evaluations page as the default home page. This would ensure that each time these users log into TES®, each individual is taken directly to the pending evaluation tasks assigned to the user.

Image of the User Preference page within TES. In the example noted, the faculty evaluator has selected the My Evaluations button under SET MY HOME PAGE. This button is nested under the heading Track.
Select to see a larger version
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