Recusing administrators in Interfolio is done for a range of reasons, some of which are "traditional" (conflicts of interest, etc.), and some of which — under UCLA's implementation of the Opus/Interfolio integration — are administrative. Regarding the latter, this task arises from the fact that Interfolio administrators have access to all cases started in their unit, or in a unit within their unit, for the entire duration of these cases — this is how Interfolio works. However, UCLA APO policy is such that administrators should not have case access once the case is "sent forward" from their unit to the next. Case access is brought into line with this policy by recusing Interfolio admins at case (and template) steps past their unit. For a thorough explanation of this topic, see the article Who Should Have Access to Case Steps in Interfolio? linked near the end of this article.
This article tells you how to recuse a user from a case step in Interfolio. It assumes you are logged into Interfolio, that you've opened a case, and that you have the appropriate permissions to access the interfaces necessary to perform recusals (i.e., that you're an Interfolio administrator). If your permissions are not at this level (so, if you're a committee manager or committee member only) please contact an Interfolio administrator in your academic unit for assistance.
Summary
Step 1. Open the Case in Interfolio
Step 2. Edit the Case
Step 3. Open the Case Review Steps
Step 4. Edit the Case Step
Step 5. Recuse Administrator
Step 6. Repeat as Necessary
Step 1. Open the Case in Interfolio
Log into Interfolio and click the candidate's name on the Cases page.
The Case List page with a case link. Click this image to view a larger version.
Step 2. Edit the Case
Interfolio opens the Case page. Click the Edit Case icon (pencil) in the upper-right area.
The Case Materials tab of the Case page in Interfolio with the Edit Case button (pencil). Click this image to view a larger version.
Step 3. Open the Case Review Steps
Interfolio displays the Case Summary screen of the Edit Case page.
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 the Case Step
Interfolio displays the case's review steps. Find the step where you need to recuse the administrator and click the Edit Step icon (pencil) in the step's header.
The Case Review Steps screen of the Edit Case page in Interfolio with the Edit Step link. Click this image to view a larger version.
Step 5. Recuse Administrator
Interfolio opens the Edit Step modal window with the Manage Step Details tab showing (not pictured). Click the Manage Administrators tab and scroll down to find the admin you need to recuse. Click the "buster" symbol (circle with a slash through it), and click "Yes" in the dialog that appears to recuse this administrator on this step.
The Manage Administrators tab of the Edit Step modal window in Interfolio, with the Recuse link ("buster" symbol). Click this image to view a larger version.
Once you've recused the admin, you will see a small note next to the admin's name, showing that they're recused:
The Manage Administrators tab of the Edit Step modal window in Interfolio, with the "Recused" note. Click this image to view a larger version.
Step 6. Repeat as Necessary
Repeat Steps 4 and/or 5 for any steps where you need to recuse admins.
See Also
Why Should (or Shouldn’t) I Request Administrative Privileges for Someone in Interfolio?
Who Should Have Access to Case/Template Steps in Interfolio?