Overview of User Roles in Interfolio RPT
In Interfolio Review, Promotion & Tenure (RPT), there are six different user roles: Institutional Administrators, Unit Administrators, Template Administrators, Case Managers, Committee Managers, and Users/Committee Members. These roles have different levels of access to materials and actions within the system.
Anyone added to Interfolio RPT is automatically called a user. Users have the most basic and restricted access in the system. Once a user is added to a committee, they are often referred to in that context as Committee Members. A user must be added to a committee in order to view a candidate’s packet, download documents (if allowed), and leave comments (if allowed) on the particular case they have access to.
Committee Managers possess all of the capabilities of Committee Members, plus a few more. Most noticeably, Committee Managers have the power to move a case either backward or forward after a committee has finished reviewing it. In addition, Committee Managers have communication powers within the system; they can email both the candidate and committee members from within the product and can record committee votes in the program. In order to make a user a Committee Manager, a Unit Administrator must manually select them to serve this role.
Case Managers can take most actions across all cases in their unit. This includes creating cases, and editing workflows, requirements, and instructions. Case managers can manage case-specific settings and committees, and view/manage standing committees for their unit. Case Managers cannot manage templates, view reports, or manage account settings for the institution. Case Managers can be recused from cases like Unit Administrators.
Unit Administrators are the users with the most power within Interfolio RPT. In addition to being able to access documents, email candidates, and committees, and move a case forward or backward, Unit Administrators can create templates, forms, and cases for the units to which they have access. Unit Administrators can create users and standing committees. Unit Administrators can exist at any organizational level in RPT and have the ability to perform administrative functions for all units within their administrative hierarchy. For example, a Unit Administrator at a university will have access to settings, cases, and committees for all units at or beneath the university level, such as colleges, departments and so on. Unit Administrators will lose such access only when recused from a case at a particular workflow step.
Template Administrators can create and edit templates in their unit. They cannot create cases, view reports or manage account settings.
Institutional Administrators are administrators at the highest level of an institution. They have all the powers of Unit Administrators, but can also set whether or not comments and downloads are enabled for an institution, add custom branding to the appearance of Interfolio, establish case statuses that can be used across an institution, and set up and manage committee voting at an institution.
Interfolio has made two new user roles available in RPT; the Case Manager and the Template Administrator.