Add New Users to Review, Promotion & Tenure

Administrators can create accounts for new users and assign them permissions. This article explains how to add new users to Review, Promotion & Tenure (RPT) from the User & Group Management page, as well as how to handle bulk uploads of users.

Add an individual user to RPT

1. Select "Users and Groups" under the RPT section of the left hand navigation menu

On your Promotion & Tenure dashboard, click "Manage," and select "Users and Groups" from the dropdown menu

2. Click the "Users" tab

Click the Units tab to get started

3. Click the "Add User" button to the right of the page

Click the "Add User" button to the right of the page

4. Fill out the user information including first and last name, email address, and the unit they should be assigned to (if applicable)

Enter the new user's information, including first name, last name, and email 

5. Choose whether or not to send user a welcome email

If the option to send a welcome message is not selected, the user will not be notified of the new account.

If you opt to send a welcome email:
5.1. Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox
Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox

If no text is entered, a generic welcome message will be sent to the new user with an access link.

The email preview will look like this:

Note that this email invites the user to join the program and includes a link to activate the account. If the user loses this email, you can always resend the invitation email.

Your email preview will look like this...
Click "Save" to send the welcome message, or "Edit" to make changes
Click "Send" when you are ready

You can resend an invitation email again at any time from the "Edit User" window simply by sending the user a new email.  See here for more information on how to resend the invitation email.

Add user to units and committees:  

Once the user is created, the "Add User" window becomes the "Edit User" window, and you will see a tabbed interface where you can assign the user to units and committees.

1. To add a unit:

1.1. Click the "Units" tab, then select a unit from the dropdown list and click "Add Unit"

Select a committee from dropdown list and click "Add"

1.2. Set the user's role in the unit by clicking "Change" under the "Role in Unit" column, then selecting "Administrator" to make the user an administrator of the assigned unit

Click the star to appoint the new user as a manager of the committee
Select a unit for the new user from the dropdown list and click "Add"

2. To add a committee:

From the User & Group 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.

2.1. Open the "Committees" tab to add the user to a standing committee

2.2. Select a committee from the dropdown list and click "Add Committee"

Assign additional units

2.3. Click "change" to set the user's role in the assigned committee

The default role is "Evaluator"

2.4. Choose between "Evaluator" and "Manager"

Adding New Users in Bulk

To add multiple users at once to Review, Promotion & Tenure, please send a CSV file to help@interfolio.com with the following information for each user:

Column A: First name
Column B: Last name
Column C: Email address
Column D: Unit ID (if applicable - if there is no unit, leave column D blank)
Column E: EPPN

Bulk_upload_example.xlsx

Bulk account creation does not allow for committee assignments. After the upload is complete, an administrator will need to go back in to assign the users to the appropriate committees.