Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

User Roles in Interfolio Faculty Search

A user's role determines their capabilities in Interfolio Faculty Search (FS). There are a few different types of users in the program: Institutional Administrators, Administrators, Committee Managers, Evaluators, and EEO Officers. Administrators can also be given EEO access.

Evaluators are any user assigned to a search committee for a position. Evaluators can view applications, add labels to applications, and if permissions allow, can add ratings and comments on applications.


Committee Managers supervise searches at the department level. Committee Managers can edit settings and statuses (if permissions allow), view reports, communicate with applicants, and evaluate applications.

Administrators can create, manage, and monitor searches at their assigned institutional level, or at units in the hierarchy below the unit they administer. They can also control settings and permissions for the units.

Institutional Administrators can control settings and view positions, applications, and reports across an entire institution. They can also set up workflows in the program for approving new positions, and approving new hires. Institutional Administrators are users who are assigned the Administrator role at the top unit of the hierarchy. 

Equal Employment Opportunity Officers are usually staff from Human Resources, Institutional Diversity, or another campus office who are responsible for EEO standards and practices at an institution. EEO officers monitor and run EEO reports on positions to which they have access. They can also flag positions that may not meet an institution's diversity requirements.

See below for an overview of the functions of each role.

 

User Roles

Interfolio Faculty Search User Role Capabilities

 


 
Institutional Administrator
(w/EEO access)
Administrator Committee Manager Evaluator EEO Officer
User Management and Administrative Settings
Add/edit and manage organizational units TRUE TRUE
* Cannot make changes to the hierarchy if the setting has been toggled on that prevents Administrators from doing so.
FALSE FALSE FALSE
Add/edit and manage users TRUE TRUE TRUE FALSE FALSE
Set user roles and permissions including granting user titles TRUE TRUE FALSE FALSE FALSE
Add custom logo to the landing page of a position TRUE TRUE FALSE FALSE FALSE
Customize Interfolio branding TRUE FALSE FALSE FALSE FALSE
Assign titles to administrators in particular units TRUE TRUE FALSE FALSE FALSE
Positions
View list of positions

TRUE

*All positions at the institution.

TRUE

*All positions at the assigned unit.

TRUE

*Only positions that the user is assigned to the search committee for.

TRUE

*Only positions that the user is assigned to the search committee for.

TRUE

*All positions at the institution.

Create new positions from scratch TRUE TRUE TRUE FALSE FALSE
Create new positions based on a previously created position TRUE TRUE TRUE FALSE FALSE
Create an open rank search TRUE TRUE TRUE FALSE FALSE
Set position to an active and open status TRUE TRUE TRUE FALSE FALSE
Close a position TRUE TRUE TRUE FALSE FALSE
Access a Position after it is closed TRUE TRUE TRUE

TRUE

*Must be listed on the search committee in order to view. Otherwise they will not have access.

TRUE
Record the outcome of a search TRUE TRUE TRUE FALSE FALSE
Indicate if positions need to be approved before posting TRUE FALSE FALSE FALSE FALSE
Approve positions for posting (IF assigned as the approver) TRUE TRUE FALSE FALSE FALSE
Submit position for approval TRUE TRUE TRUE FALSE FALSE
Publish the landing page for a position TRUE TRUE TRUE FALSE FALSE
Create and manage EEO statements TRUE TRUE FALSE FALSE FALSE
Create evaluation criteria for a position TRUE TRUE TRUE FALSE FALSE
Set up a search as a blind review TRUE TRUE TRUE FALSE FALSE
Create/edit document requirements for a position TRUE TRUE TRUE FALSE FALSE
Create form requirements for a position TRUE TRUE TRUE FALSE FALSE
Assign/Unassign committee members to search committee TRUE TRUE TRUE FALSE FALSE
Set default, institution-wide position statuses TRUE TRUE FALSE FALSE FALSE
Edit and assign position statuses TRUE TRUE TRUE FALSE FALSE
Create/edit and manage custom application forms TRUE TRUE TRUE FALSE FALSE
Create and manage EEO forms TRUE TRUE FALSE FALSE FALSE
Set position change notifications TRUE TRUE TRUE FALSE FALSE
Create and manage automated notifications (messaging templates) TRUE TRUE TRUE FALSE FALSE
View notifications TRUE TRUE TRUE TRUE TRUE
View referral sources for a position TRUE TRUE TRUE FALSE FALSE
Create position and selection approval templates TRUE FALSE FALSE FALSE FALSE
Approve assigned positions TRUE TRUE FALSE FALSE FALSE
Submit a Selection for Approval TRUE TRUE TRUE FALSE FALSE
Approve or Send Back a Selection (New Hire) TRUE TRUE FALSE FALSE FALSE
Applications
View list of applicants for a position TRUE TRUE TRUE TRUE TRUE
Customize the list view by adding custom columns to the list TRUE TRUE TRUE TRUE TRUE
Create new columns using the answers to custom form questions (excluding EEO) TRUE TRUE TRUE TRUE TRUE
Filter the list of applicants by degree, application status, rating, tags, and completion TRUE TRUE TRUE TRUE TRUE
Save and restore customized views of the list including applied filters, keyword searches, columns, sort order, and pagination TRUE TRUE TRUE TRUE TRUE
View applications


 
TRUE TRUE TRUE TRUE TRUE
Download applicant materials TRUE TRUE TRUE TRUE TRUE
Set default, institution-wide application statuses TRUE TRUE FALSE FALSE FALSE
Enable/disable comments and tagging on applications TRUE TRUE FALSE FALSE FALSE
Send email messages to applicants TRUE TRUE TRUE FALSE FALSE
Share applications by email TRUE TRUE TRUE FALSE FALSE
Assign/change application statuses TRUE TRUE TRUE FALSE FALSE
Archive/ unarchive applicant records TRUE TRUE TRUE FALSE FALSE
Add new applicant records to the system (create an application on behalf of an applicant) TRUE TRUE TRUE FALSE FALSE
Add materials to an application on behalf of an applicant TRUE TRUE TRUE FALSE FALSE
Create and apply tags to applications TRUE TRUE TRUE TRUE FALSE
Rate and comment on applications TRUE TRUE TRUE TRUE FALSE
Annotate (add notes) to application materials and export your annotations TRUE TRUE TRUE TRUE FALSE
Create and manage applicant disposition codes TRUE FALSE FALSE FALSE FALSE
Add disposition codes to applications TRUE TRUE TRUE FALSE FALSE
Reports & Logs
Run standard reports TRUE TRUE TRUE FALSE TRUE
Run EEO reports that include detailed and individual responses TRUE FALSE FALSE FALSE TRUE
Run EEO reports including only response summaries, no individual responses TRUE TRUE TRUE FALSE TRUE
Download Reports TRUE TRUE TRUE FALSE TRUE
View / download summary of EEO responses TRUE TRUE TRUE FALSE TRUE
Flag Positions for Potential EEO Issues TRUE FALSE FALSE FALSE TRUE
View / download detailed EEO responses TRUE FALSE FALSE FALSE TRUE
Report on the outcome of a search TRUE TRUE TRUE FALSE FALSE
View System Logs TRUE TRUE TRUE FALSE FALSE
Was this article helpful?
Give feedback about this article