Add and Manage Users in RPT
Before a person can perform administrative work or participate in a review committee in Review, Promotion & Tenure (RPT), they must be added as an RPT user. Administrators can add users within the units they manage and assign roles that determine what each user can access and do.
When adding or editing a user, Institutional Administrators can also manage the user’s Single Sign-On (SSO) ID directly in RPT. The SSO ID corresponds to the user’s institutional identifier and allows institutions using SSO to confirm that the correct credentials are associated with the account.
This article explains how to add an RPT user, configure their sign-in information, send a welcome message, assign unit-based roles, and manage access for existing users. You may also add users in bulk by contacting interfolio.
Add New Users
- Navigate to the Users & Groups page and click the Add User button at the top of the ‘Users’ tab.
Administrators can view all users in the system under the Users & Groups section. However, they can only assign roles to users who are part of their assigned unit or any sub-units beneath it.
- Click the Pencil (Edit) icon to manage existing users including updating their assigned units, roles, and committees.
- Click the Pencil (Edit) icon to manage existing users including updating their assigned units, roles, and committees.
- Enter the user's information on the Add User window that appears.
To enforce SSO, click the checkbox adjacent to ‘If checked, this user will need to sign on using their institutional credentials.’ This will only appear for institutions with the appropriate SSO settings turned on.
- Institutions with UID enabled will need to select the user type of ‘Internal’ or ‘External.’ If Internal is selected, they are required to enter the UID.
UIDs are case sensitive.
- Institutions with UID enabled will need to select the user type of ‘Internal’ or ‘External.’ If Internal is selected, they are required to enter the UID.
- Click the Save button when finished. The window will refresh and you will be able to manage Units & Roles, Committees, and the SSO Identifier by selecting the appropriate tabs.
- Click Save when finished to be redirected back to the Users, Committees & Units page.
Users with an SSO login are identified by the Key icon to the left of their name.
Administrators and Committee Managers can Resend the Invitation Email to help their faculty access their account. That email will prompt faculty members to create a new password and allow them to access their account. If Committee Members are experiencing any trouble, they can Recover their Password from the Interfolio home page.
Note that removing an SSO ID is not recommended and may result in the user losing access to the program. If an SSO ID is removed by mistake, it can always be updated again via the SSO Identifier tab.