Help CenterFaculty Search Institution Guide Section 2 - Managing User Roles and Assigned UnitsSet Up Your Institution's Hierarchy in Faculty Search (Adding Organizational Units)

Set Up Your Institution's Hierarchy in Faculty Search (Adding Organizational Units)

Interfolio Faculty Search can be set up to exactly mirror the organizational hierarchy of your institution. For example, a university might contain colleges or schools, which in turn contain departments or programs. Any organizational structure is possible, and Administrators can add a unit at any point in the hierarchy. As an Administrator, you will have control of the settings for units at or below your level of access. This article explains how to set up Interfolio Faculty Search to match your institution's hierarchy.

Your organizational hierarchy is created and edited from the Users & Units page

Your organizational hierarchy is created and edited from the Users & Units page

To access, select Users & Groups in the navigation bar on the left-hand side of the screen.

Select Users and Groups

Once on on the Users & Groups page, click to open the "Units" tab

Your organizational hierarchy is displayed on the Units page

Your organizational hierarchy is displayed on the Units page

Click "Add Unit" to add a new unit to your organization

The add Unit button is above the unit hierarchy table.

Enter the unit name and select the larger organizational unit to which it belongs from the dropdown menu, and click "Save"

Best Practice: Use the full name of the unit in your institutional hierarchy as this value will appear on the landing page of every search.

In the example below, we have added a Department of German Language and Literature to the School of Arts and Sciences.

Enter the unit name and select the larger organizational unit to which it belongs from the dropdown menu, and click "Save"

Enter as many units as you need to recreate the hierarchy of your institution  

You can add as many organizational levels as necessary. For instance, the Department of German Language and Literature could contain a smaller unit such as a major area of study. In the example below we have added "20th Century German Literature" beneath the Department of German Language and Literature.

Enter as many units as you need to recreate the hierarchy of your institution  

The units you add will show up in the list of units, each nested under the appropriate higher organizational unit

The units you add will show up in the list of units, each nested under the appropriate higher organizational unit

If you need to edit a unit, click the edit pencil in the same row as the unit you want to change

If you need to edit a unit, click the blue edit pencil in the same row as the unit you want to change

Once your hierarchy is built out, Administrators will be able to access and manage the settings for each unit (and position) from the Administration page

Note: If you have more than one role in Interfolio Faculty Search or Review, Promotion, and Tenure, or serve in more than one unit, make sure you have the correct unit selected. For instance, if you are an Administrator in a unit, but also serve as a Committee Manager for a position, make sure you select the correct role.

Users will view the Statuses page at the highest relevant unit level you have been assigned to.

Select a different unit to view settings relevant to that unit.

Click "Change Role" beside "All Positions" to access settings for a particular position you are administering or managing  

Select a unit

-Or- select a position

Note: If you have more than one role in Interfolio products, for instance, if you are an Administrator,  but you also serve as a Committee Manager, those roles will appear here as well.