Creating a New User Account in TES

One of the primary functions of the TES® Administrator is to manage user accounts. This is done within User Management

Adding New User

To add a new user to TES, select the  + Add User button:This is an image of the user management screen in TES. The buttons one can select from are: add user, email, export, and user rights. on the left, each individual's user name is listed. The chart shows whether they have create list, create eval, service eval, manage eval, access eq, explore eq, create eq, and/or administrator rights. The date of the user's last log in is also noted. The callout points to the location of the Add User button.

Validating Email Account

  • An e-mail validation box will appear.
  • Enter the e-mail address of the new user and select Check.Image of Add User screen. Text additionally notes that TES enforces a unique email policy. An email is restricted to a single user account.If the e-mail address does not yet exist, you will be taken to the new user page. If the e-mail address does already exist, you will simply be able to update that user’s profile.

Additional Required Fields

  • Enter the required fields: First Name, Last Name, and Job Title. Add the optional fields as desired. The Job Title you enter for the user will be listed in any dropdown lists to aid in your selection. Set user rights. A “Set your password” notification will be sent to the user if you leave the default set to Yes. Select Add UserThis is an image of the Add User screen after email verification is complete. Users are directed to fill out the following pieces of contact information about the user. Salutation, First Name, Middle Name, Last Name, Suffix, Department, Job Title, Phone, Fax, Address 1, Address 2, City, Zip/Postal Code, and State. As noted, only First Name, Last Name, and Job Title are required. In the Set User Rights area, the Create List, Create Evaluation, Service Evaluation, Manage Evaluation, Access Equivalency, Explore Equivalencies, Create Equivalency, and Administrator user rights are listed. When adding a user, toggle the Yes or No button to assign them a listed right. Under Notification, toggle the Yes or No button to choose whether to send a user a SET YOUR PASSWORD email notification. Then, select Add User, or Cancel if needed.There is no limit to the number of users you can grant access to TES, nor limits on how many users can be logged in at once. There is also no limit to the number of users that any particular user right can be assigned to – including the TES Administrator user right. 

Password Setup Email

  • The user will receive the following e-mail, directing them to set up their password.This image is an example of an email sent to a new user when an account is established for them in TES. It lets them know their username, a link to reset their password, and some quick start tips, such as checking out the TES movie demos and FAQ. It lets them know they can contact if help is needed.
  • The user will then need to click the link (which expires in 48 hours) to set their password. If they wait longer than 48 hours, they will need to request a new reset code, which will be e-mailed to them, again.

Setting up a Password

  • Enter and re-enter a password (using the guidelines listed), and select Submit.

This is an image of the password reset screen. Password guidelines indicate that a password must be new, not the same as your previous password. The password must be a minimum of eight characters, and must contain at least two letter characters and two number characters. Passwords must contain at least one uppercase character and at least one lowercase character. Passwords may contain special characters except for spaces, forward slashes, semi-colons or sequential hyphens. Users enter a new password, and then re-enter to confirm. They must verify that they are an employee of their organization, and that they have read and agree to abide by the TES Terms of Use.

Logging in

  • The user will be taken to the sign-in screen, where they will see the following message: Close up of portion of log in screen after a user has updated their password. User will see a message that says password successfully changed. Please log in with new password.
  • They can now sign in using their username (email) and newly created password.
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