When someone new arrives in an academic unit, whether this is a department, division or school, existing staff with Interfolio administrative permissions must add the new staff to the appropriate Interfolio committees, and — if necessary — request administrative privileges for them through Opus Support.
Committee Assignment
When they first join an academic unit, a new staff member is assigned to the appropriate Interfolio committees. This allows them to access cases from their unit.
If the unit is a department, the new DA should usually be added to:
Department Admin Committee
Department Chair Committee
If the unit is a school, the new SA should usually be added to:
School Admin Committee
School Dean Committee
When adding the staff member to committees, existing personnel must decide whether to request committee manager privileges for them, or leave them as a regular committee member. Almost always, the answer is to make them a committee manager. For more information see the article, Why Should I Star Someone as a Committee Manager? linked near the bottom of this page.
Interfolio Administrator Privileges
A new staff member may also need administrative privileges in Interfolio. Having these provides extensive access to cases in Interfolio — this is the most permissive role the system offers.
However, in order to align with UCLA and APO policy, giving someone this level of access in Interfolio entails a certain amount of extra work associated with further configuring their permissions, so we recommend that existing personnel weigh the new staff member’s need for enhanced Interfolio privileges against the cost of this extra work. For more information on this topic, see the articles, Why Should (or Shouldn’t) I Request Administrative Privileges for Someone in Interfolio? and Who Should Have Access to Case/Template Steps in Interfolio? linked near the bottom of this page.
If Interfolio administrator privileges are requested for the new hire, their access to steps in currently open cases and templates will need to be configured using the “recusal” feature. See the articles, Who Should Have Access to Case/Template Steps in Interfolio? and How to Recuse an Interfolio Administrator from a Case Step in Interfolio, both linked below, for more information.
See Also
Who Should Have Access to Case/Template Steps in Interfolio?
How to Add Someone to a Committee in Interfolio
Why Should I Star Someone as a Committee Manager?
Why Should (or Shouldn’t) I Request Administrative Privileges for Someone in Interfolio?
How to Recuse an Interfolio Administrator from a Case Step in Interfolio