Overview of User Roles in Interfolio RPT

In Interfolio Review, Promotion and Tenure (RPT), there are numerous user roles that have different levels of access to materials and actions within the system. The following details the basic system roles that NIU is utilizing within Interfolio RPT and the capabilities that each role has.

Anyone added to Interfolio RPT is automatically called a user. Users have the most basic and restricted access in the system. Once a user is added to a committee, they are often referred to in that context as committee members. A user must be added to a committee in order to view a candidate’s packet, download documents (if allowed), and leave comments (if allowed) on the particular case they have access to.

Committee managers possess all of the capabilities of committee members, plus a few more. Most noticeably, committee managers have the power to move a case either backward or forward after a committee has finished reviewing it. In addition, committee managers have communication powers within the system; they can email both the candidate and committee members from within the product and can record committee votes in the program.

Case managers can take most actions across all cases in their unit. This includes creating cases, and editing workflows, requirements, and instructions. Case managers can manage case-specific settings and committees, and view/manage standing committees for their unit. Case managers cannot manage templates, view reports, or manage account settings for the institution. Case managers can be recused from cases.

Users and Groups

Case Configuration

Case Administration

Communication