Interfolio — User Roles and Permissions in Lifecycle Management

User Roles and Permissions in Lifecycle Management

A user's role determines their capabilities when working in Lifecycle Management (LM). There are currently three user roles in LM; Institutional Administrator, Unit Viewer, and Unit Manager. Users who are given access to LM must be assigned one of these roles. This article describes user roles in the program.

For more information on creating and managing user roles, see our article on how to Add and Manage Institutional Administrators and Viewers.

About User Roles and Permissions

User Roles

Faculty are distinguished from users with an assigned role in LM.
Faculty can have both a Faculty Profile in the program and be designated with a user role in LM.
Faculty are added to LM through the process of data loads using the Load Data interface, and once added faculty are viewed and managed via the Faculty Roster.
LM users (as opposed to faculty) are added to the program and managed on the Users page, which is accessed from the Administration section of the program.

Lifecycle Management User Roles Permissions

	Institutional Administrator	Unit Manager	Unit Viewer
Series
View Series	YES	YES	YES
Create Series	YES	NO	NO
Edit Series	YES	NO	NO
Delete Series	YES	NO	NO

Ranks
	Institutional Administrator	Unit Manager	Unit Viewer
View Ranks	YES	YES	YES
Create Rank	YES	NO	NO
Edit Rank	YES	NO	NO
Delete Rank	YES	NO	NO

Events (Rank Events)
	Institutional Administrator	Unit Manager	Unit Viewer
View Series	YES	YES	YES
Create Series	YES	NO	NO
Edit Series	YES	NO	NO
Delete Series	YES	NO	NO

Professional Journeys
	Institutional Administrator	Unit Manager	Unit Viewer
View Journeys	YES	YES	YES
Create Journey	YES	NO	NO
Edit Journey	YES	NO	NO
Delete Journey	YES	NO	NO

Load Data
	Institutional Administrator	Unit Manager	Unit Viewer
View Uploads	YES	YES (only my uploads)	NO
Download Error Files	YES	YES (only my downloads)	NO
Create New Upload: Series	YES	NO	NO
Create New Upload: Workloads	YES	NO	NO
Create New Upload: Journeys	YES	NO	NO
Create New Upload: Ranks	YES	NO	NO
Create New Upload: Rank Events	YES	NO	NO
Create New Upload: Faculty Profiles	YES	YES (only to my assigned units)	NO
Create New Upload: Appointments	YES	YES (only to my assigned units)	NO
Create New Upload: Past Events	YES	YES (only to my assigned units)	NO

Message Logs
	Institutional Administrator	Unit Manager	Unit Viewer
View Logs	YES	Coming Soon	NO

Faculty
	Institutional Administrator	Unit Manager	Unit Viewer
View Faculty Roster	YES	YES	YES
Send Faculty Message	YES	YES	NO
Download CSV of Faculty Data	YES	YES (all but salary)	YES (all but salary)
Activate Faculty	YES	YES	NO
Deactivate Faculty	YES	YES	NO
View Faculty Profile	YES	YES	YES
Create Faculty Profile	YES	YES	NO
Delete Faculty	YES	NO	NO
View Appointment Details	YES	YES	YES (all but salary)
Create Appointment	YES	YES	NO
Edit Appointment Details	YES	YES	NO
View Professional Journey	YES	YES	YES
View Faculty Message Logs	YES	YES	YES
View Appointment History	YES	YES	YES
View Activity Log	YES	YES	YES

Faculty Events
	Institutional Administrator	Unit Manager	Unit Viewer
View Faculty Event	YES	YES	YES
Add Faculty Event	YES	YES	NO
Add Exception Event	YES	YES	NO
Edit Faculty Event	YES	YES	NO
Start Faculty Event	YES	YES	NO
Cancel Faculty Event	YES	YES	NO
Restore Faculty Event	YES	YES	NO

Users
	Institutional Administrator	Unit Manager	Unit Viewer
View Users	YES	NO	NO
Create User	YES	NO	NO
Edit User	YES	NO	NO
Delete User	YES	NO	NO
Assign Role	YES	NO	NO
Remove Role	YES	NO	NO

Workload
	Institutional Administrator	Unit Manager	Unit Viewer
View Workloads	YES	YES	NO
Create Workload	YES	NO	NO
Edit Workload	YES	NO	NO
Delete Workload	YES	NO	NO

Custom Terminology
	Institutional Administrator	Unit Manager	Unit Viewer
View Terminology	YES	YES	NO
Edit Terminology	YES	NO	NO

Faculty Search Integration
	Institutional Administrator	Unit Manager	Unit Viewer
Create Profile & Appointment	YES	YES	NO

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