Add New Users to Review, Promotion & Tenure

This article explains how to add new users to Interfolio Promotion & Tenure from the User & Group Management page. Administrators can add new users to the program from other screens as well, for instance, when editing committee membership from the case page. Also, If you need to add many users to the program at once, see the article "Add Users in Bulk."

Log in to Interfolio and navigate to your institutional account

You may need to open the account switcher in the right hand user menu and select to switch to your institutional account.

Select "Users and Groups" under the Review, Promotion & Tenure section of the left hand navigation menu

On your Promotion & Tenure dashboard, click "Manage," and select "Users and Groups" from the dropdown menu

Click the "Users" tab

Click the "Units" tab to get started

Click the "Add User" button to the right of the page

Click the "Add User" button to the right of the page

Enter the new user's information, including first name, last name, and email 

Enter the new user's information, including first name, last name, and email 

Select a unit for the user

After adding them here;  you will have the opportunity to assign the user to one or more standing committees, add them to other units, and set their permissions (user roles) within the program.  

Indicate whether or not you want to send the new user a welcome message

Choose whether or not to send user a welcome email and indicate if you want a copy of the message

If you opt to send a welcome email:

Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox

Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox

The email preview will look like this:

Note that this email invites the user to join the program and includes a link to activate the account. If the user loses this email, you can always resend the invitation email.

Your email preview will look like this...

Click "Send" when you are ready

Click "Send" when you are ready

You can resend this invitation email again at any time from the "Edit User" window accessed from the "Users" tab of Users, Committees & Units. See here for more information on how to resend the invitation email.

Note: You can resend this invitation email again at any time from the "Edit User" window accessed from the "Users" tab of Users, Committees & Units

Click "Update" to create the user, or finish filling out the form to assign the user to committees and set unit permissions

Add the user to one or more standing committees (if necessary):

Select a committee from dropdown list and click "Add"

From the User & Group Management page, a user can only be assigned to standing committees, however, once added, they will appear as available for ad-hoc committees created within their respective unit.

Select a committee from dropdown list and click "Add"

Set user permissions (roles) in the program:

Click the star to make the new user a Committee Manager of their assigned committee

Click the star to appoint the new user as a manager of the committee

Check the box labeled "Administrator" to make the user an administrator of their assigned unit

Select a unit for the new user from the dropdown list and click "Add"

Add the user to additional units if necessary

Assign additional units

Click "Update" to save your changes