Add and Manage Organizational Units in Faculty Search
Interfolio Faculty Search (FS) uses a hierarchical structure of organizational units. One unit is at the top of the hierarchy, such as a university, and other units are set up within or under the higher unit, such as schools or colleges, which can in turn contain lower units, such as departments. This structure is used to determine many settings and permissions in the program. FS can be set up to exactly mirror the organizational hierarchy of an institution in any way that best fits the workflow of the organization. Any organizational structure is possible, and administrators can add a unit at any point in the hierarchy, although we recommend limiting your units to less than 1500 total to avoid system delays. Administrators have control of the settings for units at or below their level of access.
Please note that Institutional Administrators (IA) are able to set whether or not to allow administrators to add and edit units in the program, or limit that permission to IAs only.
This article explains how to set up FS to mirror the structure of the organization.
If your institution uses both Faculty Search (FS) and Review, Promotion, and Tenure (RPT), any changes made to the unit hierarchy in one product area (FS or RPT) will be automatically applied to the other.
Please note that removing or altering units can have downstream effects, potentially causing users to lose access to cases they previously had access to. To prevent this, we recommend that only IAs make changes to units. To ensure only IAs have permission to manage units, refer to this article about Setting Up Permissions in FS and RPT via the API for further guidance.
Add/Edit Organizational Units
Navigation: Users & Groups > Units
- Click Users & Groups on the navigation bar.
- Select the Units tab at the top of the page. The existing organizational hierarchy will be displayed.
Add Units
3. Click the Add Unit button to add a new unit to the organizational structure.
4. Enter the unit Name and select the larger organizational unit it belongs to using the dropdown menu.
It is recommended to use the full name of the unit in the institutional hierarchy as this value will appear on the landing page of every search.
5. Click Save when finished.
6. Repeat this process as many times as desired.
Please be aware that adding over 1500 units may result in system delays.
Edit Units
3. Click the Edit button adjacent to the desired unit to edit.
4. Make desired changes.
5. Click Update when finished.
Administrators and Committee Managers can access and manage the settings for each unit to which they have access from the Administration page