Assign Users to Units & Add or Remove a User as an Administrator of a Unit
This article explains how to add an existing user to a unit, remove a user from a unit, and assign a user an Administrator role. When adding a new user to Interfolio Promoton & Tenure, Administrators can assign them to a unit for organizational purposes, such as grouping users in their department. Once a user has been added to a unit they can be assigned an Administrator role, which allows them to edit cases in the unit to which they are assigned. Administrators can grant any user role to a given user at any unit in the organizational hierarchy that is under their administration.
1. On your Promotion & Tenure dashboard, click "Manage," and select "Users and Groups" from the dropdown menu
-or- Click on "User & Group Management" from the navigation menu in the upper right of most screens in the program
The page opens on the "Users" tab by default
2. Locate the user in the list and click the pencil icon to the right
Note that you can search for the user, sort the list of users by name or email.