Assign Users to Units, User Roles, and Standing Committees
This article outlines how to add an existing user to a unit and assign or update their role. When adding a new user to Interfolio RPT, Unit Administrators can assign them to a unit for organizational purposes, like grouping users by department. Once added, the user can be assigned roles such as Unit Administrator, Case Manager, or Template Administrator. For more details, see our Overview of User Roles in RPT.
If you remove the Institutional Unit, you will need to delete and re-add the user to the module to select the Institutional unit. You will also need to re-assign their role and re-add them to any standing committees they were previously part of.
Assign Users to a Unit, User Roles, and Standing Committees
- Navigate to the Users & Groups page and ensure the Users tab is selected. Click the Pencil (Edit) icon next to the desired user.
- The Edit User window will display.
- Select the Units & Roles tab to assign users to a unit. Once you click the +Add Unit button, you will be able to click the + icon to set the user's role as a Unit Administrator, Case Manager, or Template Administrator.
- Select the Committees tab to Select a committee from the dropdown. Once you click the +Add Committee button you will be able to Change their role in the committee to Evaluator or Manager.
- Select the Units & Roles tab to assign users to a unit. Once you click the +Add Unit button, you will be able to click the + icon to set the user's role as a Unit Administrator, Case Manager, or Template Administrator.
From the Users & Groups Management 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.