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Add New Users to RPT

Unit Administrators can create accounts for new users and assign them permissions. This article explains how to add new users to Review, Promotion & Tenure (RPT) from the User & Group Management page.

 

Add a User

  1. Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Users & Groups highlighted
  2. Ensure the Users tab is selected at the top.
    Users, Committees & Units section with the Users tab selected
  3. Click Add User.
  4. Enter the user's Name and Email address
  5. This step only applies if the institution has enabled the User ID feature. Select the User Type, Internal or External 
    • Internal Users: Choose internal when adding faculty, staff, or other personnel who already work at or attend the institution. If Internal is the selected user type, it is required to provide the User ID.
    • External Users: Choose external when adding faculty, staff, or other personnel who are not part of the institution. For example, a job applicant before they are hired or an evaluator from another institution. If External is the selected type, it is not required to provide the User ID, and the field is disabled.
  6. Select which Unit the user is being added to from the dropdown menu.
    • Click the Send the user a welcome message check box to indicate whether or not the user should be sent a welcome message.

      If the option to send a welcome message is not selected, the user will not be notified of the new account.

       
    • If choosing to send a message, click the Preview button to display how the message will appear in the inbox of the user. 

      If no text is entered, a generic welcome message will be sent to the new user with an access link. Note that this email invites the user to join the program and includes a link to activate the account.

       

      This invitation email can be resent at any time from the Edit User window simply by sending the user a new email.

       
  7. Click Save to send the message and add the new user.

Users will appear on the User List immediately after clicking save.

 
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