Portal and All other JoinUp products
Overview
This article covers everything you need when using Portal. Portal is the user management hub for all your Juniper Education products. You can use it to:
- Invite and manage staff, parent and pupil access to your Juniper products.
- Manage user roles and permissions, at school level and across a Trust.
- Configure school settings (SIPs, Payments and Key Contacts).
All Juniper Education JoinUp products use one sign-in managed through Portal, so staff, parents, and pupils can access every system without needing separate logins.
Help Centre articles
Select an area below to find the articles you need:
- Invite staff to your Juniper products, manage their roles, and remove access when it's no longer needed:
- How do I invite a staff member to use a product? - How to send a staff member an invite to a Juniper Education JoinUp product.
- How do I re-invite a staff member to register? - How to resend an invite if a staff member hasn't registered.
- How do I change a staff member's role for a product? - How to update the role assigned to a staff member.
- How do I see which users are assigned to which roles? - How to view a full breakdown of users and their roles.
- How do I see the products a staff member can access and their roles? - How to check a specific staff member's access and roles.
- How do I remove a staff member's access to a single Juniper product? - How to remove access to one product only.
- How do I remove a staff member's access to all Juniper products? - How to remove a staff member's access completely.
- Why is a staff member not showing in Juniper Portal? - Common reasons a staff member doesn't appear, and how to fix it.
- How do I invite a teacher to use the Teacher App? - How to send a teacher an invite to the Teacher App.
- How do I create a new user when using Portal and the CMS? - How to create a new Juniper Websites user alongside Portal.
- How do I update a user's email address or permissions when using Portal and the CMS? - How to update a Juniper Websites user's details alongside Portal.
- How do I delete a user when using Portal and the CMS? - How to delete a Juniper Websites user alongside Portal.
- Invite, update and remove staff access across multiple schools in your Trust:
- How do I invite Trust-level (MAT-level) users? - How to invite users who need access across your Trust.
- How do I re-invite a staff member to register at Trust level? - How to resend a Trust-level invite.
- How do I change a staff member's role for a Trust-level product? - How to update a Trust-level role assignment.
- How do I revoke a staff member's access to a Trust-level product? - How to remove access to one Trust-level product.
- How do I revoke a staff member's access at Trust level? - How to remove a staff member's Trust-level access completely.
- How do I see the products a staff member can access at Trust and school level, and their roles? - How to view combined Trust and school-level access for a staff member.
- Understand the role types available in Portal and how they control what staff can see and do:
- User roles - An overview of the role types available in Portal and what each one allows.
- Invite parents to sign up for the Juniper Education App through Portal:
- How do I invite a parent or contact to use the Juniper Education App? - How to send a parent an invite to the Juniper Education App.
- How do I re-invite a parent to register for the Juniper Education App? - How to resend an invite if a parent hasn't registered.
- How do I remove a parent's access to the Juniper Education App? - How to remove a parent's access when it's no longer needed.
- How long does a user have to sign up using their invite to the Juniper Education App? - How long an invite stays valid before it expires.
- Manage settings for your school within Portal, including SIP objectives, payments and key contacts.
- How do I add, reorder, or delete SIP objectives? - How to select and display your SIP objectives in the Portal Dashboard.
- How do I set up Stripe payments? - How to connect or disconnect a Stripe account to take online payments.
- How do I manage my school's Key Contacts? - How to select users as key contacts for your school.
- Manage your own cookie preferences and check which products and roles are assigned to you.
- How do I update or change my cookie preferences? - How to review and change your cookie settings.
- How do I see what products I can access and my roles? - How to check your own product access and assigned roles.
- How do I change the email address I sign in with? - How to update the email address linked to your account.
- Fix user sign-in issues:
- How do I troubleshoot and fix sign-in issues? - Steps to try if you can't sign in.
- How do I fix a sign-in issue - account locked or 2FA email going to the wrong address? - How to fix a locked account or a 2FA email sent to the wrong address.
Related information
Select the links below to find out more about Portal, including what's coming up, what's recently been released, and how to share your ideas with the team:
- Roadmap - See what's coming up.
- Feature updates - See what's recently been released.
- User Voice - Share ideas for future improvements.
Updated