Portal: How do I change a staff member's role for a MAT-level product?

MIS, Portal, Sonar Multi-School

Overview

This article explains how to update a registered staff member's role for a MAT-level product, for example, from Partial Edit to Full Edit for Sonar Multi-School through Portal.

Where a user has been granted school-level access through the MAT-level Portal, their account can only be managed at a MAT-Level not through the school-level Portal.

If you are looking to change a user's role for a non-MAT-level product that has been registed using a school-level Portal, see Portal: How do I change a staff member’s role for a product?

Prerequisites

  • You must be an Account Owner or Account Admin.
  • You must be logged into your MAT-level account (not a school-level one).
  • To change a staff member's MAT-level role, the staff member must have accepted their invitation to Portal / JoinUp at a MAT-level.

Instructions

Follow these steps to change a staff member's role for a MAT-level product:

  1. Switch to Portal (for further information, see How do I switch between Juniper apps / products?).
  2. Select User Invitations:
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  3. From User Invitations, select the ellipsis under Operations for the staff member whose access level you want to change:

  4. Select Invite from the menu:

    From Invite Users, select the product whose role you want to update from Select Trust Product:

    image.png
  5. Select the new role that you want to assign to the user from Assign Trust Role:

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  6. Select Send Invitation.

To change a staff member's role for other MAT-level products, repeat Steps 3 to 6.

Outcome

The role change will be made for the selected product for the selected user.

Related information

Updated

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