Managing your TAO Portal account

TAO Portal users can customize their user accounts to suit their needs (within the scope of their assigned role’s permissions).

My User

1. Log in to the TAO Portal.

2. In the top-right corner of the Portal interface, select the circular button. In the menu that displays, select My User.

3. All users can change their name, email, password, and language in the My User Settings tab.

When a new language is selected, that language will display throughout the Portal’s UI and during the test-taking experience.

Usernames cannot be updated after a user is created.

4. Select SAVE CHANGES to save any changes to your account.

Notifications and messages

Select the notification button (bell icon) in the top-right of the TAO Portal window to view and manage notifications. Each notification displays the time and date of when it was originally sent.

From the notifications center, the following options are available:

• Mark all as read

• Clear all

• Mark as read (individual notification)

• Select the x icon to delete an individual notification

• For import or export notifications, such as CSV files, select Download CSV to access the file.

Working profiles

Some users are enrolled in multiple groups with a different role. If a user is assigned a test-taker role + any other role, they will be able to switch between the test taker view and the administrative view by selecting their avatar in the top-right of the Portal interface:

Enabling beta features

Enabling beta features allows users to try out new capabilities and tools while the features are currently in development.

1. Log in to the TAO Portal.

2. In the top-right corner of the Portal interface, select the circular button with your initials. In the menu that displays, select My User.

3. Navigate to the Beta Features tab.

4. Select the Beta features toggle to view and select any (or all) beta features.

5. Select SAVE CHANGES to begin testing beta features.

Email options

Any configured (added or changed) email must be verified. The verification link will be sent to the user’s email address and will be valid for one day. If the user misses the link’s validity period, an admin will need to re-send the verification link from the user editing form (see Editing an existing user).

Making emails mandatory

For information on how admins can make emails mandatory within their organization, see System Settings.

Enabling email notifications

Email notifications need to be enabled per organization in System Settings in the Beta Features tab.

This functionality requires all users in the organization to be assigned unique and verified emails.

Once email notifications are enabled, complete the following steps:

1. Log in to the TAO Portal.

2. In the top-right corner of the Portal interface, select the circular button with your initials. In the menu that displays, select My User.

3. By default, users are subscribed to all notifications (once their email is verified). The following options are available:

   • Disable notifications when assigned to a session

   • Disable notifications when the score of a session becomes available

   • Disable notifications when a session is modified

   • Disable notifications when a session is deleted

   • Disable all notifications

Session administrators will also see the option to notify test takers of various session events - such as session assignment or scores becoming available - via email while creating a session. For more information, see Creating a session.

A user’s account settings will override what is configured at the session level by the administrator.

Password retrieval

Users with verified email addresses have the ability to reset their password from the TAO Portal login page. From the login page, select Forgot your password?. The link to reset a password will be sent to the verified email address.

Enabling multi-factor authentication (MFA)

Multi-factor authentication can be configured so that users with verified addresses must provide a code when logging in, adding security to the log in process. This feature needs to be enabled by OAT at the tenant account level (for all users in the organization). Please contact your Account Manager if you want to enable MFA for the accounts in your organization.

This functionality requires all users on the account to be assigned unique and verified emails.

Once MFA is enabled by TAO for a customer account/organization, users who use a verified email as their username and password to sign in will be prompted with a verification code step right after they enter their credentials and click Log In. The verification code is sent to the user’s email address and is valid for 30 minutes.