Assign Users to Units, User Roles, and Standing Committees
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.
Check out this article for an Overview of User Roles in RPT.
Assign Users to a Unit, User Roles, and Standing Committees
Assign Users to a Unit and Assign User Roles
- Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
- Ensure the Users tab is selected at the top.
- Click the Edit icon (pencil) adjacent to the desired user to navigate to the Edit User window.
- Select the Units & Roles tab.
- Select a unit from the dropdown.
- Click the Add Unit button.
- Click the Add (+) icon under the Role in Unit column to set the user's role as a Unit Administrator, Case Manager, or Template Administrator.
- You can also Remove a user from a unit on this page under the Action column.
Assign 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.
- Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
- Ensure the Users tab is selected at the top.
- Click the Edit icon (pencil) adjacent to the desired user to navigate to the Edit User window.
- Select the Committees tab.
- Select a committee from the dropdown.
- Click the Add Committee button.
- Click Change under the Role in Committee column to set the user's role in the assigned committee as Evaluator or Manager.
- You can also Remove a user from a committee on this page under the Action column.