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:
- Go to Manage.
- Select User Management.
The User Management screen will appear:
Update a User
To update a user, select the blue Edit button 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.
- Required fields are highlighted.
- For an overview/explanation of all fields, see Creating a New User Account in TES.
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.
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:
The EDIT USER screen will appear.
2. Scroll to the bottom of the user profile and select De-Activate.