Recuse an Administrator in a Template

One or more Administrators can be recused from a case review step when creating or editing a template.

Administrators recused at a given step in the workflow of a template will lose access to that step for all cases built on the template.

The instructions below describe how to recuse an Administrator when editing a step in an existing template. The process of recusing an Administrator is the same when managing Administrators for a step while creating a new template.

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 "Templates" under Review, Promotion and Tenure on the left hand menu

This will open a list of available templates.

Click "Manage Templates" at the top right of the page

Click "Options" next to the template and select "Edit Template" from the menu

To edit a template, click the pencil icon

On the "Template Summary" screen, select #4 "Case Review Steps" from the menu to the right

Click the edit pencil on the step from which you wish to recuse an Administrator

Click the blue edit pencil on the step from which you wish to recuse an Administrator

Click to open the "Manage Administrators" tab

open manage administrators tab

Click the recusal icon to recuse an Administrator from all cases built on the template when these cases reach the step you are editing

You will see a list of Administrators who will have access to cases built on the template at the current workflow step.

Click the recusal icon to recuse an Administrator. Once recused, the Administrator will not be able to view or access cases built using this template when such cases reach this step.

Click the recusal icon to recuse an Administrator from the case at this step

If necessary, you can click the addition sign to add the Administrator back to the case

If necessary, you can click the addition sign to add the Administrator back to the case