Assign Users to Units & Add or Remove a User as an Administrator of a Unit
This article explains how to add an existing user to a unit, remove a user from a unit, and assign a user an Administrator role. When adding a new user to Interfolio Promoton & Tenure, Administrators can assign them to a unit for organizational purposes, such as grouping users in their department. Once a user has been added to a unit they can be assigned an Administrator role, which allows them to edit cases in the unit to which they are assigned. Administrators can grant any user role to a given user at any unit in the organizational hierarchy that is under their administration.
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
Locate the user in the list and click the pencil icon to the right
Note that you can search for the user, sort the list of users by name or email.
This opens the "Edit User" window
Scroll down to the "Units" section, and select the unit from the dropdown list
With the correct unit displayed, click "Add"
If necessary, check the box to add the user as an Administrator of a particular unit
Click the "X" to remove a user from a unit
Click "Update" to save your changes
