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Assign Users to Units, User Roles, and Standing Committees

This article explains how to add an existing user to a unit and assign/change a user's role. When adding a new user to Interfolio RPT, Unit Administrators can assign them to a unit for organizational purposes, such as grouping users in their department. Once a user has been added to a unit they can be assigned a Unit Administrator, Case Manager, or Template Administrator role.

 

Check out this article for an Overview of User Roles in RPT.

 

Assign Users to a Unit, User Roles, and Standing Committees

Assign Users to a Unit and Assign User Roles

  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 the Edit icon (pencil) adjacent to the desired user to navigate to the Edit User window.
  4. Select the Units & Roles tab.
  5. Select a unit from the dropdown.
  6. Click the Add Unit button.
  7. Click the Add (+) icon under the Role in Unit column to set the user's role as a Unit Administrator, Case Manager, or Template Administrator.
    • You can also Remove a user from a unit on this page under the Action column.
 
 

Assign User to a Standing Committee

From the Users & Groups Management page, a user can only be assigned to standing committees, however, once added, they will appear as available for ad-hoc committees created within their respective unit.

 
  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 the Edit icon (pencil) adjacent to the desired user to navigate to the Edit User window.
  4. Select the Committees tab.
  5. Select a committee from the dropdown.
  6. Click the Add Committee button.
  7. Click Change under the Role in Committee column to set the user's role in the assigned committee as Evaluator or Manager.
    • You can also Remove a user from a committee on this page under the Action column.
 
 
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