Managing who can see Intelligence in your school

Intelligence

Overview

This article explains how to give staff members access to Intelligence in your establishment through Portal. 

Three roles control what a user can see in Intelligence. Account Owners and Account Admins inherit their role automatically. Every other user starts as Minimal Read Only, and you can promote them to Partial Read Only when you want them to see indicators.

Role Who has it What they can do
Account Owner or Account Admin Account Owners or Account Admins in Sonar Tracker and / or Sisra Analytics automatically receive this level of access. Activate Intelligence Indicators, buy Intelligence Evidence, manage user access for, example, give users access (Partial Read-only), and change any settings.
Partial Read Only Nobody, until an Account Owner or Account Admin grants them access. See the indicators generated for their school. 
Minimal Read Only Every other user in Sonar Tracker or Sisra Analytics, is given this level of access by default. See an Explore more message. Indicators are not displayed until an Account Owner or Account Admin grants the user Partial Read Only access.

Indicators aren't limited to your own year group or class. A promoted teacher sees indicators for the whole school, not just those pupils they teach.

For further information about roles, see Portal: User roles

Prerequisites

  • You must be an Account Owner or Account Admin to manage user access.
  • The user must be registered in Portal. If the user is not registered, their details must be added to your third-party MIS and synced overnight to Juniper Education's systems using Wonde. If you are not Wonde connected, add a new user (see MIS: How do I add a staff member? for further information).

Login and switch to Portal

  1. If you are not logged in, log in to open Portal (see Portal: How do I log into Portal?)
  2. If you are already logged in, switch to Portal (for further information, see How do I switch between Juniper apps / products?).

Invite a user to Intelligence (Partial Read-only)

Follow these steps in Portal to invite one or more staff members to view Intelligence:

You can only invite multiple staff members in a single pass if they all have the same role.

  1. Select User Invitations.
  2. Select Staff.
  3. From User Invitations - Staff, select Send Invitations.
  4. From Invite Users, select Intelligence.

  5. Select Partial Read-only from Select User Role. This role applies to everyone you select in the next step.

    To invite a new Account Owner or Account Administrator, select that role here instead of Partial Read-only. For further information, see Portal: User roles.

  6. From Select Users, the pane shows staff who are not yet users of Intelligence. Select one or more staff members to invite them.
  7. Select Send Invitations.

For further details and screenshots, see How do I invite a staff member to use a product?

Outcome

An email is sent to each staff member you selected. If they are new to Portal, the email contains a link so they can accept the invitation online. If they already use another Juniper Education product, the email explains they now have access to the product you have selected, available next time they sign in to Portal.

New users have 14 days to register after receiving their invitation. If they do not register in this time, you must invite them again. 

Related information

Updated