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Add and Manage Users with SSO in RPT

Any user with the Institutional Administrator role can go into the Review, Promotion & Tenure (RPT) application and adjust the Single Sign On (SSO) field anytime. This article will cover adding new users and managing existing users with SSO. SSO credentials can be added and modified in each of Interfolio's modules. This feature empowers institutions to make changes to SSO or to troubleshoot when users have issues logging into Interfolio products with SSO. Within each module, any user with the Institutional Administrator role can go into an application and adjust one field (SSO ID) whenever someone may have an issue logging into the application. This is a place, in-product, that Institutional Administrators can use to spot-check that the proper SSO ID got passed for an individual user, and if necessary, update SSO ID.

 

To unenforce SSO, click the checkbox adjacent to If checked, this user will need to sign on using their institutional credentials on the Add or Edit User window.

 

Add Users with SSO in RPT

1. Navigate to Add User under Users & Groups

Navigation: Users & Groups > Add User

  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 Add User button.
 
 

2. Fill out information

  1. Enter the user's first name, last name, and email address.
  2. To unenforce SSO, click the checkbox adjacent to If checked, this user will need to sign on using their institutional credentials.
    If checked this user will need to sign on using their institutional credentials checkbox selected on the Add User page

    This will only appear for institutions with the appropriate SSO settings turned on.

     
  3. Check the Send new use a welcome message box if desired. Then type a Message
 

Manage Users with SSO in RPT

1. Navigate to Edit user under Users & Groups

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. Search for users to locate the user whose SSO needs updating. 
    • Users with an SSO login are identified by the Key icon to the left of their name
  3. Click the Edit (pencil) icon adjacent to the desired user's name to edit.
  4. To unenforce SSO, click the checkbox adjacent to If checked, this user will need to sign on using their institutional credentials.

    This will only appear for institutions with the appropriate SSO settings turned on.

     
 
 

2. Edit or Remove SSO ID

  1. In the Edit User window, open the SSO Identifier tab
    Edit User window with SSO Identifier tab selected. Remove SSO ID button appears at the bottom of the SSO ID field
  2. Edit the SSO ID field.
    • Here you can also click the red Remove SSO ID button. You will have to confirm your decision

      Note that removing an SSO ID is not recommended and may result in the user losing access to the program. If an SSO ID is removed by mistake, it can always be updated again via the SSO Identifier tab.

       
  3. Click Save when finished.
 
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