Interfolio — User Roles in Interfolio Faculty Search

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	Yes	Yes * Cannot make changes to the hierarchy if the setting has been toggled on that prevents Administrators from doing so.	No	No	No
Add/edit and manage users	Yes	Yes	Yes	No	No
Set user roles and permissions including granting user titles	Yes	Yes	No	No	No
Add custom logo to the landing page of a position	Yes	Yes	No	No	No
Customize Interfolio branding	Yes	No	No	No	No
Assign titles to administrators in particular units	Yes	Yes	No	No	No
Positions
View list of positions	Yes, all positions at the institution	Yes, all positions at assigned unit	Yes, positions that the user is assigned to the search committee for	Yes, positions that the user is assigned to the search committee for	Yes, positions at the institution
Create new positions from scratch	Yes	Yes	Yes	No	No
Create new positions based on a previously created position	Yes	Yes	Yes	No	No
Create an open rank serach	Yes	Yes	Yes	No	No
Set position to an active and open status	Yes	Yes	Yes	No	No
Close a position	Yes	Yes	Yes	No	No
Access a position after it is closed	Yes	Yes	Yes	Yes, Must be listed on the search committee in order to view. Otherwise, they will not have access.	Yes
Record the outcome of a search	Yes	Yes	Yes	No	No
Indicate if positions need to be approved before posting	Yes	No	No	No	No
Approve position for posting (IF assigned as the approver)	Yes	Yes	No	No	No
Submit position for approval	Yes	Yes	Yes	No	No
Publish the landing page for a position	Yes	Yes	Yes	No	No
Create and manage EEO statements	Yes	Yes	No	No	No
Crate evaluation criteria for a position	Yes	Yes	Yes	No	No
Set up a search as a blind review	Yes	Yes	Yes	No	No
Create/edit document requirements for a position	Yes	Yes	Yes	No	No
Create form requirements for a position	Yes	Yes	Yes	No	No
Assign/Unassign committee members to search committee	Yes	Yes	Yes	No	No
Set default, institution-wide position statuses	Yes	Yes	Yes	No	No
Edit and assign position statuses	Yes	Yes	Yes	No	No
Create/edit and manage custom application forms	Yes	Yes	Yes	No	No
Create and manage EEO forms	Yes	Yes	No	No	No
Set position change notifications	Yes	Yes	Yes	No	No
Create and manage automated notifications (messaging templates)	Yes	Yes	Yes	No	No
View notifications	Yes	Yes	Yes	Yes	Yes
View referral sources for a position	Yes	Yes	Yes	No	No
Create position and selection approval templates	Yes	No	No	No	No
Approve assigned positions	Yes	Yes	No	No	No
Submit a selection for approval	Yes	Yes	Yes	No	No
Approve or send back a selection (new hire)	Yes	Yes	No	No	No
Applications
View list of applicants for a position	Yes	Yes	Yes	Yes	Yes
Customize the list view by adding custom columns to the list	Yes	Yes	Yes	Yes	Yes
Create new columns using the answers to custom form questions (excluding EEO)	Yes	Yes	Yes	Yes	Yes
Filter the list of applicants by degree, rating, tags, and completion	Yes	Yes	Yes	Yes	Yes
Save and restore customized views of the list including applied filters, keyword searches, columns, sort order, and pagination	Yes	Yes	Yes	Yes	Yes
View applications	Yes	Yes	Yes	Yes	Yes
Download applicant materials	Yes	Yes	Yes	Yes	Yes
Set default, institution-wide application statuses	Yes	Yes	No	No	No
Enable/disable comments and tagging on applications	Yes	Yes	No	No	No
Send email messages to applicants	Yes	Yes	Yes	No	No
Share applications by email	Yes	Yes	Yes	No	No
Assign/change application statuses	Yes	Yes	Yes	No	No
Archive/unarchive application records	Yes	Yes	Yes	No	No
Add new applicant records to the system (create an application on behalf of an applicant)	Yes	Yes	Yes	No	No
Add materials to an application on behalf of an applicant	Yes	Yes	Yes	No	No
Create and apply tags to applications	Yes	Yes	Yes	Yes	No
Rate and comment on applications	Yes	Yes	Yes	Yes	No
Annotate (add notes) to application materials and export your annotations	Yes	Yes	Yes	Yes	No
Create and manage applicant disposition codes	Yes	No	No	No	No
Add disposition codes to applications	Yes	Yes	Yes	No	No
Reports & Logs
Run standard reports	Yes	Yes	Yes	No	Yes
Run EEO reports that include detailed and individual responses	Yes	No	No	No	Yes
Run EEO reports including only response summaries, no individual responses	Yes	Yes	Yes	No	Yes
Download reports	Yes	Yes	Yes	No	Yes
View/download summary of EEO responses	Yes	Yes	Yes	No	Yes
Flag positions for potential EEO Issues	Yes	No	No	No	Yes
View/download detailed EEO responses	Yes	No	No	No	Yes
Report on the outcome of a search	Yes	Yes	Yes	No	No
View System Logs	Yes	Yes	Yes	No	No

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