Update/De-Activate User

This article provides an overview of the processes by which a TES® Administrator can update or de-activate a user's account in TES.

In this article:

To begin:

  1. Go to Manage.
  2. Select User Management.

The User Management screen will appear:

This is an image of the user management screen in TES. Buttons one can select from at the top are add user, set priority departments, email, export, and user rights. On the left, each individual user's name is listed. The chart shows whether the individual has the create list, create eval, service eval, manage eval, access eq, explore eq, create eq, or administrator user right. The user's last login is also noted.

Update a User

To update a user, select the blue Edit button to the left of the user's name:

Image of user management screen in TES. Callouts highlight that the location of the button needing to be selected to update a user's profile is to the left of the user's name.The EDIT USER screen will appear.

Contact Information

To update the user's contact information:

1. Editing/adjust the selections in the fields presented. 

Image of EDIT USER screen in TES. Under Enter Contact Information, fields are available for Salutation, First Name, Middle Name, Last Name, Suffix, Department, Job Title, Phone, Fax, Email, Address 1, Address 2, City, Zip or Postal Code, and State. First Name, Last Name, and Job Title are required fields.

2. At the bottom of the screen, select Update

  • Or select Cancel to return to the User Management screen without saving changes.

User Rights

To adjust the access/permissions that the user will be granted:

1. Toggle the Yes/No buttons to the right of the User Rights.

  • 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, ADMINISTRATOR.

Image of SET USER RIGHTS portion of EDIT USER screen.

3. At the bottom of the screen, select Update

  • Or select Cancel to return to the User Management screen without saving changes.

De-Activate a User

If a user leaves the institution or transitions out of a role that requires TES access, TES Administrators can de-activate the user's profile. If access is needed in the future, the user can be re-activated.

If a user is de-activated, any Primary Departments assigned will remain associated with that individual's account. This means that these assignments will be applicable upon re-activation (assuming the user has the appropriate user rights to review evaluation tasks). Given this, institutions will need to determine business processes for managing Priority Departments before de-activating or upon re-activating a user. 

1. Select the blue  Edit button to the left of the user's name:

Image of user management screen in TES. Callouts highlight that the location of the button needing to be selected to update (or in this case, de-activate) a user's profile is to the left of the user's name.

The EDIT USER screen will appear.

2. Scroll to the bottom of the user profile and select De-Activate.

Image depicts location of De-Activate button at the bottom of the EDIT USER screen.

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