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Assign Users to Units, User Roles, and Standing Committees and Assign User Roles

This article explains how to add an existing user to a unit and assign/change a user's role. When adding a new user to Interfolio RPT, Unit Administrators can assign them to a unit for organizational purposes, such as grouping users in their department. Once a user has been added to a unit they can be assigned a Unit Administrator, Case Manager, or Template Administrator role.

 

Assign Users to Units, User Roles, and Standing Committees

1. Navigate to the Edit User page

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. Ensure the Users tab is selected at the top.
    Users, Committees & Units section with the Users tab selected
  3. Click the Edit icon (pencil) adjacent to the desired user.

    Note that the list of users can be searched for by name or sorted by name and email.

     
 
 

2. Assign user to unit(s) and assign user role

  1.  Follow the steps above to navigate to the Edit User page
  2. Select a unit from the dropdown under the Units & Roles tab.
    Edit User section with Select a Unit dropdown shown
  3. Select a unit from the dropdown under the Units & Roles tab.
  4. Click Add Unit when finished.
  5. Click the Add icon (addition) under the Role in Unit column to set the user's role as a Unit Administrator , Case Manager, or Template Administrator.

    Check out this article for an Overview of User Roles in RPT.

     

 

 
 

3. Add user to a standing committee

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.

 
  1.  Follow the steps above to navigate to the Edit User page
  2. Select a committee from the dropdown under the Committees tab.
    Edit User section with Select a committee dropdown shown
  3. Click Add Committee when finished.
  4. Click Change to set the user's role in the assigned committee as Evaluator or Manager.
 
 
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