When a reviewer (committee member, chair, dean) needs to access to an Interfolio packet, department staff have to add them to the appropriate committee in Interfolio. For standing committees (in Interfolio, Chairs and Deans are considered to be their own Standing Committee), staff can make committee updates in the Users and Groups section (on the left navigation panel). For ad hoc committees, staff create and update committees in the specific case by clicking the Case Options button and selecting Edit Case.
Adding a Permanent Member
Step 1. Open User & Group Management
Step 2 Select the Committee
Step 3. Find the User
Adding a Temporary Member
Step 1. Open the Case in Interfolio
Step 2. Click Case Options, Edit Case
Step 3. Open the Case Review Steps
Step 4. Edit Committee Details
Step 5. Add the Member
If you have administrator privileges in Interfolio, you can manage permanent membership for Interfolio standing committees in your academic unit. Interfolio admins can also add temporary members to standing or ad-hoc committees.
Adding a Permanent Member
When adding a permanent member to an Interfolio standing committee, the new member can access all open cases and all new cases, whenever these cases are on a step where this committee is assigned. The fact that doing this impacts multiple cases is signaled by the fact that adding a permanent member is done outside the context of any particular case, in the User & Group Management settings.
Step 1. Open Users & Groups Management
Log into Interfolio and click the "Users & Groups Management" link on the left panel of the Cases page.
Step 2. Select the Committee
Click the "Committees" tab. Interfolio displays a list of committees in your unit. Find the committee where you want to add a new member and edit it by clicking the pencil in its row.
The Committees tab on the Users, Committees & Units page, featuring the Edit Committee link (pencil icon). Click this image to view a larger version.
Step 3. Find the User
Enter the new committee member's name in the search field under the list of existing committee members. Interfolio will filter the list to show only those names that match your input. Find the user you want to add and click the "Add" link.
The Edit Committee modal on the Users, Committees & Units page with the Member Search box and the "Add" link. Click this image to view a larger version.
Adding a Temporary Member
Interfolio administrators can follow the below steps, or use the steps shown in the For Committee Managers section above, to add a temporary member to either a standing or ad-hoc Interfolio committee.
Since ad-hoc committees in Interfolio can only be assigned to steps in the same case where they've been created, this gives the new member access to this (and only this) case whenever it's on a step where this ad-hoc committee is assigned. Similarly, temporary members added to standing Interfolio committees also gain access to the current case, whenever the case is on a step where this committee is assigned. However, while these temporary members are only added on this case, this standing committee may still be assigned to steps on other cases, but temporary members will not follow the committee across cases. If a member should be on a committee on more than one case, they may be added as a permanent member, as shown immediately above.
Members can be added to a committee assigned to a case's current step via the Case Details tab as shown above, or in the Case Review Steps interface, as shown below.
Step 1. Open the Case in Interfolio
Log into Interfolio and click the candidate's name on the Cases page.
The Interfolio Cases page with a case link. Click this image to view a larger version.
Step 2. Edit the Case
Click Edit Case on the drop-down menu when you click the Case Options button.
Step 3. Open the Case Review Steps
Click the "Case Review Steps" link in the table of contents at the upper-right.
The Case Summary screen of the Edit Case page in Interfolio, with the "Case Review Steps" link. Click this image to view a larger version.
Step 4. Edit Committee Details
Find the committee where you want to assign a temporary member and click the "Edit Details" button on that committee.
The Case Review Steps screen of the Edit Case page in Interfolio, with the "Edit Details" link. Click this image to view a larger version.
Step 5. Add the Member
Interfolio displays the Edit Details modal for the committee you've selected. Click the "Add Member" link in the lower-right. Interfolio updates the Edit Details modal to show a search interface. Enter the name of the person you want to add in the search field. Interfolio filters the list of people displayed below the search field based on your input. Find the person you're looking for in the list and click the "Add" link next to their name.
The Edit Details modal for a case step in Interfolio, with the "Add Member," link, a search field, and the "Add" button. Click this image to view a larger version.
See Also
How to Access Interfolio for Faculty
How to Access Interfolio for Administrators
What Are the Different Types of Committees in Interfolio?
Why Should I Star Someone as a Committee Manager?