User Roles in Interfolio's Faculty Search

A user's role determines their capabilities in Interfolio Faculty Search. There are a few different types of users in the program: Institutional Administrators, Administrators, Committee Managers, Evaluators, and EEO Officers. Administrators can also be given EEO access.

Evaluators are assigned to one or more search committees or reviews by an Administrator or Committee Manager. Evaluators can view applications, add labels to applications, and if permissions allow, can add ratings and comments on applications.

Committee Managers supervise searches at the department level. Committee Managers can edit settings and statuses (if permissions allow), view reports, communicate with applicants, and evaluate applications.

Administrators can create, manage, and monitor searches at their assigned institutional level, or at units in the hierarchy below the unit they administer.  They can also control settings and permissions for the units administer.

Institutional Administrators can control settings and view positions, applications, and reports across an entire institution. They can also set up workflows in the program for approving new positions, and approving new hires.

Equal Employment Opportunity Officers are usually staff from Human Resources, Institutional Diversity, or another campus office who are responsible for EEO standards and practices at an institution. EEO officers monitor and run EEO reports on positions to which they have access. They can also flag positions that may not meet an institution's diversity requirements.

See below for an overview of the functions of each role.

Interfolio Faculty Search User Role Capabilities



Institutional Administrator
(w/EEO access)
Administrator
Committee Manager
Evaluator
EEO Officer
User Management and Administrative Settings
Add/edit and manage organizational units
TRUE
TRUE
FALSE
FALSE
FALSE
Add/edit and manage users
TRUE
TRUE
FALSE
FALSE
FALSE
Set user roles and permissions including granting user titles
TRUE
TRUE
FALSE
FALSE
FALSE
Add custom logo to the landing page of a position
TRUE
TRUE
FALSE
FALSE
FALSE
Add custom branding for an institution
TRUE
FALSE
FALSE
FALSE
FALSE
Positions
View list of positions
TRUE
TRUE
TRUE
TRUE
TRUE
Create new positions from scratch
TRUE
TRUE
TRUE
FALSE
FALSE
Create new positions based on a previously created position
TRUE
TRUE
TRUE
FALSE
FALSE
Create an open rank search
TRUE
TRUE
TRUE
FALSE
FALSE
Set position to an active and open status 
TRUE
TRUE
TRUE
FALSE
FALSE
Close a position
TRUE
TRUE
TRUE
FALSE
FALSE
Record the outcome of a search
TRUE
TRUE
TRUE
FALSE
FALSE
Indicate if positions need to be approved before posting
TRUE
TRUE
FALSE
FALSE
FALSE
Approve positions for posting (IF assigned as the approver) 
TRUE
TRUE
FALSE
FALSE
FALSE
Publish the landing page for a position
TRUE
TRUE
TRUE
FALSE
FALSE
Create and manage EEO statements
TRUE
TRUE
TRUE
FALSE
FALSE
Create evaluation criteria for a position
TRUE
TRUE
TRUE
FALSE
FALSE
Set up a search as a blind review
TRUE
TRUE
TRUE
FALSE
FALSE
Create/edit document requirements for a position
TRUE
TRUE
TRUE
FALSE
FALSE
Create form requirements for a position
TRUE
TRUE
TRUE
FALSE
FALSE
Assign/Unassign committee members to search committee
TRUE
TRUE
TRUE
FALSE
FALSE
Set default, institution-wide position statuses
TRUE
TRUE
FALSE
FALSE
FALSE
Edit and assign position statuses
TRUE
TRUE
TRUE
FALSE
FALSE
Create/edit and manage custom application forms
TRUE
TRUE
TRUE
FALSE
FALSE
Create and manage EEO forms
TRUE
TRUE
FALSE
FALSE
FALSE
Set position change notifications
TRUE
TRUE
TRUE
FALSE
FALSE
Create and manage automated notifications (messaging templates)
TRUE
TRUE
TRUE
FALSE
FALSE
View notifications
TRUE
TRUE
TRUE
TRUE
TRUE
View referral sources for a position
TRUE
TRUE
TRUE
FALSE
FALSE
Applications
View list of applicants for a position
TRUE
TRUE
TRUE
TRUE
TRUE
Customize the list view by adding custom columns to the list 
TRUE
TRUE
TRUE
TRUE
TRUE
Create new columns using the answers to custom form questions (excluding EEO)
TRUE
TRUE
TRUE
TRUE
TRUE
Filter the list of applicants by degree,  application status, rating, tags, and completion
TRUE
TRUE
TRUE
TRUE
TRUE
Save and restore customized views of the list including applied filters, keyword searches, columns, sort order, and pagination
TRUE
TRUE
TRUE
TRUE
TRUE
View applications


TRUE
TRUE
TRUE
TRUE
TRUE
Download applicant materials
TRUE
TRUE
TRUE
TRUE
TRUE
Set default, institution-wide application statuses
TRUE
TRUE
FALSE
FALSE
FALSE
Enable/disable comments and tagging on applications
TRUE
TRUE
FALSE
FALSE
FALSE
Send email messages to applicants
TRUE
TRUE
TRUE
FALSE
FALSE
Share applications by email
TRUE
TRUE
TRUE
FALSE
FALSE
Assign/change application statuses
TRUE
TRUE
TRUE
FALSE
FALSE
Archive/ unarchive applicant records
TRUE
TRUE
TRUE
FALSE
FALSE
Add new applicant records to the system (create an application on behalf of an applicant)
TRUE
TRUE
TRUE
FALSE
FALSE
Add materials to an application on behalf of an applicant 
TRUE
TRUE
TRUE
FALSE
FALSE
Create and apply tags to applications
TRUE
TRUE
TRUE
TRUE
FALSE
Rate and comment on applications
TRUE
TRUE
TRUE
TRUE
FALSE
Annotate (add notes) to application materials and export your annotations
TRUE
TRUE
TRUE
TRUE
FALSE
Reports & Logs
Run standard reports
TRUE
TRUE
TRUE
FALSE
TRUE
Run EEO reports that include detailed and individual responses
TRUE
FALSE
FALSE
FALSE
TRUE
Run EEO reports including only response summaries, no individual responses
TRUE
TRUE
TRUE
FALSE
TRUE
Download Reports
TRUE
TRUE
TRUE
FALSE
TRUE
View / download summary of EEO responses
TRUE
TRUE
TRUE
FALSE
TRUE
Flag Positions for Potential EEO Issues
TRUE
FALSE
FALSE
FALSE
TRUE
View / download detailed EEO responses 
TRUE
FALSE
FALSE
FALSE
TRUE
Report on the outcome of a search
TRUE
TRUE
TRUE
FALSE
FALSE
View System Logs
TRUE
TRUE
TRUE
FALSE
FALSE