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Add and Manage Users with SSO in RPT

Any user with the Institutional Administrator role can go into the Review, Promotion, and Tenure (RPT) application and adjust the Single Sign On (SSO) field anytime. This article will cover adding new users and managing existing users with SSO. SSO credentials can be added and modified in each of Interfolio's modules. This feature empowers institutions to make changes to SSO or to troubleshoot when users have issues logging into Interfolio products with SSO. Within each module, any user with the Institutional Administrator role can go into an application and adjust one field (SSO ID) whenever someone may have an issue logging into the application. This is a place, in-product, that Institutional Administrators can use to spot-check that the proper SSO ID got passed for an individual user, and if necessary, update SSO ID.

 

Add New User

1. Navigate to Add User under Users & Groups

Navigation: Users & Groups > Add User

  1. Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Users & Groups highlighted
  2. Ensure the Users tab is selected at the top.
    Users, Committees & Units section with the Users tab selected
  3. Click the Add User button.
 
 

2. Fill out information

  1. Enter the user's first name, last name, and email address.
  2. Check the Send new use a welcome message box if desired. Then type a Message
 

Edit or Update SSO ID for Existing Users

1. Navigate to Edit user under Users & Groups

Navigation: Users & Groups > Edit

  1. Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Users & Groups highlighted
  2. Search for users to locate the user whose SSO needs updating. 
    • Users with an SSO login are identified by the Key icon to the left of their name
  3. Click the Edit icon (pencil) adjacent to the desired user's name to edit.
 
 

2. Fill out information

  1. In the Edit User window, open the SSO Identifier tab
    Edit User window with SSO Identifier tab selected. Remove SSO ID button appears at the bottom of the SSO ID field
  2. Edit the SSO ID field.
  3. Click Save when finished.
 

Remove SSO ID

Note that removing an SSO ID is not recommended and may result in the user losing access to the program. If an SSO ID is removed by mistake, it can always be updated again via the SSO Identifier tab.

 

1. Navigate to Edit user under Users & Groups

Navigation: Users & Groups > Search > Edit

  1. Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Users & Groups highlighted
  2. Search for users to locate the user whose SSO needs updating. 
    • Users with an SSO login are identified by the Key icon to the left of their name
  3. Click the Edit icon (pencil) adjacent to the desired user's name to edit.
 
 

2. Remove SSO ID

  1. In the Edit User window, open the SSO Identifier tab
    Edit User window with SSO Identifier tab selected. Remove SSO ID button appears at the bottom of the SSO ID field
  2. Click the red Remove SSO ID button.
  3. Click Remove SSO ID again to confirm selection.