Portal: How do I change a staff member’s role for a product?

Awards & Activities, Comms Hub, Events, MIS, Portal, Sonar Tracker, Juniper Websites

Overview

This article explains how to update one or more existing, registered staff members' roles for a product, for example, from Partial Edit to Full Edit for Sonar Tracker through Portal.

If you change a user's role for a product their Portal role may change too (depending on the role you are changing to / from). An individual's Portal-level role reflects the highest role they hold across their subscribed products. This falls back to Minimal Edit except where a user is an Account Admin / Account Owner for a product, in which case, they will be set as an Account Admin / Account Owner for Portal.

If you are a MAT, and you have granted a user school-level access through the MAT-level Portal, their account can only be managed there, not through the school-level Portal.

Prerequisites

You must be an Account Owner or Account Admin.
To change a staff member's role, the staff member must have accepted their invitation to Portal / JoinUp.

Demonstration

Instructions

Follow these steps to change one or more staff members' roles for a product:

Switch to Portal if you do not have it already open (for further information, see How do I switch between Juniper apps / products?).
Select User Invitations:
Select Staff:
Select Edit Roles:
From Edit Role, select the Product that you want to update the users' roles for:
Select the role that you want to assign to the user(s) from Assign Role:
When you invite a user to be an Account Admin / Account Owner in an application, they will automatically receive matching Portal access.
The Select Users pane updates to show a list of those users who are not currently assigned that role (users whose role is either higher or lower than the existing role. Select one or more users whose role you want to update:
Select Save.