Add and Manage Organizational Units in Faculty Search
Interfolio Faculty Search (FS) employs a hierarchical structure for organizational units. At the top level is a primary unit, such as a university, with subordinate units like schools or colleges, which may further contain departments. This flexible structure supports mirroring any institution's hierarchy structure to fit its unique workflow and organizational needs. Key features include:
- Administrators can create units at any hierarchy level, with a recommended limit of fewer than 1,500 units to avoid system delays.
- Permissions and settings for each unit are controlled by administrators with access at or above that level.
- Institutional Administrators (IAs) control unit management permissions and can restrict edits to IAs only.
This article explains how to set up FS to mirror the structure of the organization.
If your institution uses both FS and Review, Promotion, and Tenure (RPT), any changes made to the unit hierarchy in FS or RPT automatically sync across both platforms.
Removing or altering units can have downstream effects, potentially causing users to lose access to cases they previously had access to. To prevent this, we recommend setting permissions so only IAs make unit changes.
Manage Organizational Units
- Navigate tot he Users & Groups page and select the Units tab at the top of the page. The existing organizational hierarchy will be displayed.
- Click +Add Unit to create a new unit or click the Edit (Pencil) button to make changes to an existing unit. Click the Save/Update button when finished.
It is recommended to use the unit's full name in the hierarchy, as it appears on every search landing page.
- Repeat this process as many times as desired.
Please be aware that adding over 1500 units may result in system delays.