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Add New Users to RPT

Unit Administrators can create accounts for new users and assign them permissions. This article explains how to add new users to Review, Promotion & Tenure (RPT) from the User & Group Management page, as well as how to handle bulk uploads of users.

 

Add Individual 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 Add User.
 
 

2. Fill out the Add User form

  1. Enter the user's Name and Email address
  2. Select the User Type, Internal or External (this only applies if the institution has enabled the Unique ID feature). 
    • If the user type is set to Internal, a valid User ID will need to be entered

      About User Types

      If the institution has enabled the Unique User ID feature, the User Type field will appear. There are two possible values, Internal and External. Select the tabs below to view more information on when to choose each user type.

      Internal Users

      Choose internal when adding faculty, staff or other personnel who already work at or attend the institution. If Internal is the selected user type, it is required to provide the User ID.

       
       

      External Users

      Choose external when adding faculty, staff or other personnel who are not part of the institution. For example, a job applicant before they are hired or an evaluator from another institution. If External is the selected type, it is not required to provide the User ID, and the field is disabled.

       
       
       
       
  3. Select which Unit the user is being added to from the dropdown menu.
  • Click the Send the user a welcome message check box to indicate whether or not the user should be sent a welcome message.

    If the option to send a welcome message is not selected, the user will not be notified of the new account.

     
    • If choosing to send a message, click the Preview button to display how the message will appear in the inbox of the user.

      If no text is entered, a generic welcome message will be sent to the new user with an access link. Note that this email invites the user to join the program and includes a link to activate the account.

       

      This invitation email can be resent at any time from the Edit User window simply by sending the user a new email. Check out this article on how to Resend the Interfolio Invitation Email for more information.

       
    • Click Save to send the welcome message, or Edit to make changes
 

Add User to Units and Committees

Once the user is created, the Add User window becomes the Edit User window, where a tabbed interface can be seen to assign the user to units and committees.

 

Add a Unit

  1. Select a Unit from the dropdown under the Units & Roles tab.
    Edit User section with the select a unit dropdown shown
  2. Click Add Unit.
  3. Click the Add icon (addition) under the Role in Unit column to set the user's role in the unit.
  4. Select either Administrator (Unit Administrator), Case Manager, or Template Administrator.

Check out this article for more information on Case Manager and Template Administrator User Roles in RPT.

 
 

Add a Committee

From the User & Group page, a user can only be assigned to standing committees. However, once added, they will appear as available for ad-hoc committees created within their respective unit.

 
  1. Select a Committee under the Committees tab.
  2. Click Add Committee when finished.
  3. Click Change to set the user's role in the assigned committee
    • Select Evaluator or Manager.
 
 

Add Users in Bulk

Send CSV file to Interfolio

Send a CSV file to help@interfolio.com to add multiple users at once to RPT. Please include the following information for each user:

Column A: First name
Column B: Last name
Column C: Email address
Column D: Unit ID (if applicable - if there is no unit, leave column D blank)
Column E: EPPN

Bulk_upload_example.xlsx

Bulk account creation does not allow for committee assignments. After the upload is complete, a Unit Administrator will need to go back in to assign the users to the appropriate committees.