Creating a New User Account in TES
This article provides an overview of the process by which a TES Administrator can manage can add a new user to TES®. There is no limit on the number of users that can be granted access to TES, assigned a particular user right, or logged into TES simultaneously.
In this article:
To begin adding a new user:
- Go to Manage.
- Select User Management.
The User Management screen will appear:
Add a User
1. Select +Add User.
2. An e-mail verification box will appear.
- Enter the email address of the new user and select Check.
If the email address of the user is not found, the TES® Administrator will be taken to an additional ADD USER page.
- If the email address is found, the TES Administrator can simply update the the user profile.
Enter Contact Information
Within the ADD USER screen, enter/make a selection in the following fields (required fields are highlighted):
|Salutation|| Select from the following:
|First Name||Enter the user's first name||Required|
|Middle Name||Enter the user's middle name||Optional|
|Last Name||Enter the user's last name||Required|
|Suffix|| Select from the following:
|Department||Enter the user's department name||Optional|
|Job Title|| Enter the user's job title
The job title entered will appear next to the user's name in the Assign: drop-down in the Evaluation Tracker workflow (Add Evaluation Task 2).
|Phone||Enter the user's phone number||Optional|
|Fax||Enter the user's fax number||Optional|
|Address 1||Enter the user's address (line 1)||Optional|
|Address 2||Enter the user's address (line 2)||Optional|
|City||Enter the user's city||Optional|
|Zip/Postal Code||Enter the user's Zip/postal code||Optional|
|State||Enter the user's State||Optional|
Set User Rights
Toggle the Yes/No buttons next to each user right to establish the access/permissions the user will be granted:
See User Rights and Permissions for an overview of the following available rights:
- CREATE LIST
- CREATE EVAL
- SERVICE EVAL
- MANAGE EVAL
- ACCESS EQ
- EXPLORE EQ
- CREATE EQ
Set Your Password Email Notification
Toggle Yes/No to indicate whether a SET YOUR PASSWORD notification should be sent to the user. By default, Yes is selected.
Select Add User to add the individual to TES®.
- Selecting Cancel would return the TES Administrator to the User Management screen without creating the user account.
The user will receive the following email with directions for establishing a password.
The user will need to select the link (which expires in 48 hours) to create a password. If this is not done within 48 hours, the individual must request a password reset.
If the new user is a faculty evaluator, the TES Administrator might wish to establish Priority Departments to help the evaluator more quickly complete evaluation tasks. See Priority Departments: Overview & Management for further details.
Setting Up a Password
Once the link above is selected, the new user will be taken to the Password Reset screen. The user will need to enter and re-enter a password (using the guidelines listed) and then select Submit.
The user will be taken to the login screen, where a message will indicate that the password was successfully changed.
The user can now sign in to TES® with the username and newly created password.