Add New Users to Review, Promotion & Tenure
This article explains how to add new users to Interfolio Promotion & Tenure from the User & Group Management page. Administrators can add new users to the program from other screens as well, for instance, when editing committee membership from the case page. Also, If you need to add many users to the program at once, see the article "Add Users in Bulk."
Log in to Interfolio and navigate to your institutional account
You may need to open the account switcher in the right hand user menu and select to switch to your institutional account.
Select "Users and Groups" under the Review, Promotion & Tenure section of the left hand navigation menu
Click the "Users" tab
Click the "Add User" button to the right of the page
Enter the new user's information, including first name, last name, and email
Select a unit for the user
After adding them here; you will have the opportunity to assign the user to one or more standing committees, add them to other units, and set their permissions (user roles) within the program.
Choose whether or not to send user a welcome email and indicate if you want a copy of the message
Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox
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.
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.
Add the user to one or more units:
Open the "Units" tab, select a unit from the dropdown list and click "Add"
Set the user's role in the unit:
Click "Change" under the "Role in Unit" column.
Select "Administrator" to make the user an administrator of their assigned unit
Open the "Committees" tab to add the user to a standing committee
From the User & Group 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.
Select a committee from the dropdown list and click "Add Committee"
Click "change" to set the user's role in the assigned committee
The default role is "Evaluator."