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

MIS, Portal, Sonar Multi-School

Overview

This article explains how to invite a staff member to use a MAT-level product on the JoinUp platform by sending them an invitation to register through Portal. You must invite staff members to use MAT-level products separately. 

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. 

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).
  • The member of staff must have been added to your MAT-level MIS in Juniper Join Up.

Instructions

To send an invite a staff member to use a MAT-level product:

  1. Switch to Portal (for further information, see How do I switch between Juniper apps / products?).
  2. Select User Invitations:
  3. 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.

  4. Select Invite from the menu:

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

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

  7. Select Send Invitation.

    To invite a user for multiple MAT-level products, repeat Steps 3 to 7 for each product.

Outcome

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

An email is sent to them:

  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

 

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