Assign Users to Units & Set User Roles to Administrator, Case Manager, or Template Administrator

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.

Select "Users and Groups" under the Review, Promotion & Tenure section of the left hand navigation menu

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

Locate the user in the list and click the pencil icon

This opens the "Edit User" window as shown below:

You will see a tabbed interface where you can assign the user to units, set user roles,  and assign users to committees.

Add User to one or more units:  

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

Select a committee from dropdown list and click "Add"

Set the user's role in the unit by clicking the addition symbol under the "Role in Unit" column, then select either Administrator, Case Manager, or Template Administrator

See this article for more information on Case Manager and Template Administrator User Roles in RPT.

Select a unit for the new user from the dropdown list and click "Add"

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"

Assign additional units

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

The default role is "Evaluator."

Choose between "Evaluator" and "Manager"