Juniper MIS, Sonar Tracker, Juniper Websites, Portal, Comms Hub
Overview
This article lists the default roles available across Juniper Education products and the permissions each role has. Use it to understand what each role can do before assigning it to a member of staff.
The permissions listed here are defaults. Some permissions may not apply to every feature your school uses.
Roles and permissions by product
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The table below shows the default permissions for the four roles that have permissions assigned. The remaining roles - Full Read-only, Partial Read-only, Minimal Read-only, Parent, and Pupil have no default permissions.
AO = Account Owner AA = Account Admin FE = Full Edit PE = Partial Edit.
Feature AO AA FE PE Groups Groups ✓ ✓ ✓ ✓ Pupils All pupils ✓ ✓ ✓ ✓ Pupils - Personal Details ✓ ✓ ✓ ✓ Pupils - Funding/Census ✓ ✓ ✓ - Pupils - School ✓ ✓ ✓ - Pupils - Attendances ✓ ✓ ✓ - Pupils - Contacts ✓ ✓ ✓ - Pupils - Consents ✓ ✓ ✓ ✓ Pupils - Notes ✓ ✓ ✓ - Pupils - Special Educational Needs ✓ ✓ ✓ - Pupils - Custom Fields ✓ ✓ ✓ - Pupils - Documents ✓ ✓ ✓ - Pupils - Medical ✓ ✓ ✓ - Pupils - Safeguarding ✓ ✓ ✓ - Pupils - Behaviours ✓ ✓ ✓ - Pupils - Assessments ✓ ✓ ✓ - Pupils - Admissions ✓ ✓ ✓ - Statutory assessment ✓ ✓ ✓ ✓ Behaviours Behaviours ✓ ✓ ✓ - Behaviour Types ✓ ✓ ✓ - Behaviour Categories ✓ ✓ ✓ - Contacts All contacts ✓ ✓ ✓ ✓ All siblings ✓ ✓ ✓ ✓ All parents ✓ ✓ ✓ ✓ Contact Types ✓ ✓ ✓ ✓ Staff Staff - Personal Details ✓ ✓ ✓ - Staff - Employment Details ✓ ✓ ✓ - Staff - Contacts ✓ ✓ ✓ - Staff - Contracts ✓ ✓ ✓ - Staff - Absences ✓ ✓ ✓ - Staff - Subjects ✓ ✓ ✓ - Staff - Qualifications ✓ ✓ ✓ - Staff - Notes ✓ ✓ ✓ - Staff - Custom Fields ✓ ✓ ✓ - Staff - Documents ✓ ✓ ✓ - Staff Medical ✓ ✓ ✓ - Staff - SCR ✓ ✓ ✓ - Reports Reports ✓ ✓ ✓ ✓ My Reports ✓ ✓ ✓ - Analysis Dashboards ✓ - - - Attendance Attendances Analysis ✓ ✓ ✓ ✓ Attendances Over Time ✓ ✓ ✓ ✓ Attendances Absence Bandings ✓ ✓ ✓ ✓ Day of Week Absence ✓ ✓ ✓ ✓ Attendance Dashboard ✓ ✓ ✓ ✓ Pupil Overview ✓ ✓ ✓ ✓ Templates Templates ✓ ✓ ✓ - Manage - Attendance Office Register ✓ ✓ ✓ ✓ Attendance Patterns ✓ ✓ ✓ ✓ Unauthorised ✓ ✓ ✓ ✓ Manage - Notes All Notes ✓ ✓ ✓ ✓ Note Categories ✓ ✓ ✓ ✓ Medical Medical Conditions ✓ ✓ ✓ ✓ Medical Categories ✓ ✓ ✓ ✓ Staff Medical Conditions ✓ ✓ ✓ ✓ Audit Log Audit Log ✓ - - - Consents Consents ✓ ✓ ✓ ✓ Exclusions Exclusions ✓ ✓ ✓ - Single Central Record Single Central Record ✓ ✓ ✓ - School Meals Meal Types ✓ ✓ ✓ ✓ Meals Log ✓ ✓ ✓ ✓ Meals Report ✓ ✓ ✓ - Settings - Institution Institution - School Details ✓ ✓ ✓ - Institution - Census Details ✓ ✓ ✓ - Institution - Term Dates ✓ ✓ ✓ - Institution - Sessions ✓ ✓ ✓ - Institution - Attendance Colour Bandings ✓ ✓ ✓ - End of year rollup ✓ ✓ - - Settings - Other Custom Fields ✓ ✓ ✓ - Roles ✓ ✓ - - Integrations ✓ ✓ - - Statutory CTF/ATF Import ✓ ✓ - - CTF Export ✓ ✓ - - School Census ✓ ✓ - - School Workforce Census ✓ ✓ - - SLASC ✓ ✓ - - Pupil Profile Photos Import ✓ ✓ - - Leavers ✓ ✓ - - -
The table below shows the available features and permissions by role.
Permissions marked with ? are to be confirmed.
For a descriptive overview of each of the roles in Sonar Tracker, including a comparison to the old Sonar Tracker roles, see: Sonar Tracker: What are the different user roles in Sonar Tracker?
AO = Account Owner AA = Account Admin FE = Full Edit PE = Partial Edit ME = Minimal Edit FRO = Full Read-only PRO = Partial Read-only MRO = Minimal Read-only.
Feature AO AA FE PE ME FRO PRO MRO Pupils View pupils ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Groups View groups ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Create groups ? ? ? ? ? ? ? ? Delete groups ? ? ? ? ? ? ? ? Observations Create observations ? ? ? ? ? ? ? ? Share with home ? ? ? ? ? ? ? ? Assessments View formative ? ? ? ? ? ? ? ? Edit formative in-year ? ? ? ? ? ? ? ? Edit historical formative ? ? ? ? ? ? ? ? View summative ? ? ? ? ? ? ? ? Edit summative in-year ? ? ? ? ? ? ? ? Edit historical summative ? ? ? ? ? ? ? ? View tests ? ? ? ? ? ? ? ? Edit tests in-year ? ? ? ? ? ? ? ? Edit historical tests ? ? ? ? ? ? ? ? View targets ? ? ? ? ? ? ? ? Edit targets in-year ? ? ? ? ? ? ? ? Edit historical targets ? ? ? ? ? ? ? ? View statutory data ? ? ? ? ? ? ? ? Edit statutory data in-year ? ? ? ? ? ? ? ? Edit historical statutory ? ? ? ? ? ? ? ? Analysis View dashboard ? ? ? ? ? ? ? ? Reports View reports ? ? ? ? ? ? ? ? School View pupil summary ? ? ? ? ? ? ? ? View assessment settings ? ? ? ? ? ? ? ? Edit assessment settings ? ? ? ? ? ? ? ? View groups summary ? ? ? ? ? ? ? ? Import data via CTF ? ? ? ? ? ? ? ? Export data ? ? ? ? ? ? ? ? View report templates ? ? ? ? ? ? ? ? Create report template ? ? ? ? ? ? ? ? -
The table below shows the default permissions for each feature.
AO = Account Owner FE = Full Edit PE = Partial Edit ME = Minimal Edit FRO = Full Read-only PRO = Partial Read-only MRO = Minimal Read-only.
Feature AO FE PE ME FRO PRO MRO Invites Invite staff as users ✓ ✓ - - - - - Invite parents to app ✓ ✓ - - - - - SIP objectives Edit SIP objectives ✓ ✓ - - - - - View SIP objectives ✓ ✓ ✓ ✓ ✓ ✓ ✓ Payments Set and view Stripe account ✓ ✓ - - - - - Key contacts Edit key contacts ✓ ✓ - - - - - View key contacts ✓ ✓ - - - - - Resources Visibility ✓ ✓ ✓ ✓ ✓ ✓ ✓ Dashboard Add apps and shortcuts ✓ ✓ ✓ ✓ ✓ ✓ ✓ View latest articles, news and updates from Juniper Education ✓ ✓ ✓ ✓ ✓ ✓ ✓ Access help centre ✓ ✓ ✓ ✓ ✓ ✓ ✓ Access Juniper Training Centre ✓ ✓ ✓ ✓ ✓ ✓ ✓ Contact support ✓ ✓ ✓ ✓ ✓ ✓ ✓ -
The table below shows the default permissions for each feature.
AO = Account Owner FE = Full Edit PE = Partial Edit ME = Minimal Edit FRO = Full Read-only PRO = Partial Read-only MRO = Minimal Read-only.
Feature AO FE PE ME FRO PRO MRO Groups View all groups ✓ ✓ - - - - - View restricted groups - - ✓ - - - - Invite users Invite users ✓ ✓ - - - - - Compose - send messages Send email ✓ ✓ - * - - - - Send SMS ✓ ✓ - * - - - - Send app message ✓ ✓ - * - - - - Awards and activities All classes ✓ ✓ - - - - - Award badges, points and observations ✓ ✓ - - - - - Approvals Approve badges ✓ ✓ - - - - - Approve points ✓ ✓ - - - - - Approve observations ✓ ✓ - - - - - Approve news ✓ ✓ - - - - - Approve newsletters ✓ ✓ - - - - - Calendar Connect calendars ✓ ✓ - - - - - View calendar ✓ ✓ ✓ - - - - Settings Configure settings ✓ ✓ - - - - - * Sending emails, SMS messages, and app messages can be enabled as a custom permission for Partial Edit users.
Configurable product permissions
The following features can be configured in Comms Hub to control which staff members have access.
- Communications - select which staff members can send app messages, emails, and SMS messages.
- Awards and activities - approvals - select which staff members can approve content, and choose the type of content they can approve.
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The table below shows what each of the standard roles can do in Juniper Websites by default. It does not provide details of any custom roles that you may have created, or changes you may have made to the standard roles in your system.
AO = Account Owner AA = Account Admin FE = Full Edit PE = Partial Edit
Feature AO AA FE PE Content management Create and edit pages ✓ ✓ ✓ ✓ Create and edit news stories and blog posts ✓ ✓ ✓ ✓ Create and edit news categories and blog categories ✓ ✓ ✓ - Create and edit calendars ✓ ✓ ✓ - Create and edit calendar events ✓ ✓ ✓ ✓ Create and edit photo galleries ✓ ✓ ✓ - Create and edit photo albums ✓ ✓ ✓ ✓ Create and edit forms, surveys, and polls ✓ ✓ ✓ - View form and survey results ✓ ✓ ✓ - Approve content before it goes live ✓ ✓ ✓ - Submit content without approval ✓ ✓ ✓ - Content requires approval before going live - - - ✓ Access full review queue ✓ ✓ - - Export content, pages, documents, and calendar events ✓ ✓ - - Moderate comments ✓ ✓ ✓ - Share to social media ✓ ✓ ✓ ✓ File management Upload, edit, and delete files ✓ ✓ ✓ ✓ Access microsite folders ✓ ✓ - - Access website files folders ✓ ✓ - - Site management Full sitemap edit (reorder and edit) ✓ ✓ - - Restore pages ✓ ✓ - - Other administrative functions ✓ ✓ - - Website settings Edit website settings (including pop-up settings) ✓ ✓ - - Edit custom data ✓ ✓ - - Edit cookie bar and cookie list ✓ ✓ - - Edit accessibility statement and policies ✓ ✓ - - Manage languages and translations ✓ ✓ - - Manage social media settings ✓ ✓ ✓ - Updating add-on settings ✓ ✓ - - User / role management Access user manager ✓ ✓ - - Apply custom role permissions to pages ✓ ✓ - -
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