MIS, Portal, Sonar Multi-School

Overview

This article explains how to invite a staff member to use a MAT-level product, and optionally school-level products within their MAT, on the JoinUp platform by sending them an invitation via Portal. Staff must be invited individually for each MAT-level product but can be invited in bulk to multiple school-level products across schools if their role is the same.

This article assumes your staff members have been added into your MATs Juniper MIS.

This article is for MAT-level products. For information about inviting staff members to use non-MAT-level products, see Portal: How do I invite a staff member to use a product?

Prerequisites

• You must be an administrator.
• You must be logged into your MAT-level account (not a school-level one).
• You must switch to Portal and open User Invitations (for further information, see How do I switch between Juniper apps / products?).
• The member of staff must have been added to your MAT-level MIS in Juniper Join Up.

Instructions

Expand an accordion below to either invite a staff member at a MAT-level or school level:

• When granting a single user access to multiple MAT-level products, add them to each MAT-level product individually, as roles may differ, by repeating the steps outlined below within Portal:

  1. From User Invitations, select the ellipsis under Operations for the staff member you want to invite:

     

     If the user does not exist, go to Juniper MIS for your MAT (not school) and add them. After they have been added to the Juniper MIS for your MAT, they will be visible in Portal.

  2. Select Invite from the menu:

     

  3. From Invite Users, select the Trust Product that you want to invite the user(s) to use:

     

  4. Select the role that you want to assign to the user from Trust Assign Role:

     

  5. If you want to invite the user to access one or more products at one or more schools within your MAT, check Invite to Schools, and follow the instructions in the next accordion, otherwise, Select Send Invitation.

• This section explains how to grant a user school-level access to products in one or more schools within your MAT.

  When granting a single user access to multiple school-level products, add them to all of the products together to save time if their roles are the same. Where their roles differ (either at a school- and / or product-level) you must invite them to each school / product individually.

  To send school-level product invitations:

  1. After checking Invite to Schools from within Invite User, select one or more school-level products from Select School Products:

     

  2. Select the school-level role for the selected products from Assign School Role: 

     

     After selecting multiple products, you are only able to select a single role that will be applied to all products. If you want to select different roles for each product or schools, you must create invitations one-by-one rather than in bulk across products / schools.

  3. Check one or more schools:

     

     Check the checkbox next to Name to select all schools. 

     Whilst all schools are listed, invitations will only be sent granting access to the product where the school has an active subscription for a product. Roll over the information icon to view details of a school's subscriptions:
     
      

  4. Select Send Invitation.

Outcome

A message confirming an invitation has been created for the staff member is displayed:

An email invitation is sent to them that will allow the user to access the MAT-level product selected and any selected school-level products:

1. If they are a new user, the email will contain a link enabling them to accept the invitation online. 
2. If they are an existing user of another Juniper system, they will receive an email explaining that they have access to a new product / app that will be made available to them next time they log in to Juniper Portal. 

If the staff member is a new user, they have 14 days to sign up after receiving their invitation from the Portal. If they do not register within this period, they will need to be invited again. See Portal: How do I re-invite a staff member to register at a MAT-level? for further information.

Related information

• Portal: How do I re-invite a staff member to register at a MAT-level?
• Portal: How do I invite a staff member to use a product?

Updated 12 May 2026 11:16