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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 or 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. Administrators have control of the settings for units at or below their level of access. 

Please note that Institutional Administrators are able to set whether or not to allow administrators to add and edit units in the program, or limit that permission to Institutional Administrators 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.

 

Add Organizational Units

1. Navigate to Units under Users & Groups

Navigation: Users & Groups > Units

  1. Click Users & Groups on the navigation bar.
    Users & Groups selected under Faculty Search
  2. Select the Units tab at the top of the page. The existing organizational hierarchy will display.
    Users, Units & Titles section with Units selected below
 
 

2. Add Units

  1. Click the Add Unit button to add a new unit to the organizational structure.
  2. 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.

     
  3. Click Save when finished.
  4. Repeat this process as many times as desired.
 
 

Edit Organizational Units

1. Navigation to Units under Users & Groups

Navigation: Users & Groups > Units

  1. Click Users & Groups on the navigation bar.
    Users & Groups selected under Faculty Search
  2. Select the Units tab at the top of the page. The existing organizational hierarchy will be displayed.
    Users, Units & Titles section with Units selected below
 
 

2. Edit Units

  1. Click the Edit button adjacent to the desired unit to edit.
  2. Make desired changes.
  3. 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

 
 
 
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