How do I create and invite a staff member if I do not use Wonde?

MIS (including MIS Lite+), Portal, all JoinUp platform products

Overview

This article explains how to add a new staff member and invite them to use a JoinUp product, if your school uses Juniper MIS as your MIS, or if you have not given permission for Juniper Education to connect to your third-party MIS using Wonde.

Only follow this article if you use MIS or if you have not connected your third-party MIS to Wonde to sync staff records automatically. 

There are five parts to this task, but it only takes a few minutes to add and invite members of staff:

  1. Sign in.
  2. Switch to MIS.
  3. Add the staff member's record in MIS.
  4. Switch to Portal.
  5. Invite the staff member to use products through Portal.

You must complete all parts, in this order, because Portal uses the staff record from MIS to send the invitation for the product.

Prerequisites

  • You must be an Account Owner or Account Admin in Juniper MIS to add staff members, and Portal to send invitations.

Sign in

Follow the instructions below to log on to the Juniper Education Portal:

  1. Open https://admin.junipereducation.org/dashboard in your browser to open the Login page.
  2. From the Login page:
    1. Enter the Email address for your account.
    2. Enter your Password. Select the eye icon () to view the password.
    3. Select Login.

  3. An email is sent to you containing a Verification Code, and the Two-Factor Authentication (Required) page opens. Open the email that you have just received from Juniper Education and make a note of the code.

    If you cannot see the email, check your Spam / Junk folder. If it is not in those folders, select Resend Code.

  4. From Login with 2FA:
    1. Enter the Validation code from your email.
    2. Select Login.
  5. Select Login.

You are taken to the Portal home page. 

Switch to MIS

From the Portal home page, switch to MIS so you can add the staff member's record:

  1. Select the App switcher (quadrant icon) next to your user profile icon in the top-right corner.
  2. From Your Juniper Apps, select MIS (MIS Lite+).

Alternative switch to MIS by selecting MIS from the Your Juniper Products section of the Portal home page. 

You switch seamlessly to MIS. For more information, see How do I switch between Juniper apps / products?

Add the staff member in MIS

Follow these steps to create a record for the new staff member in Juniper MIS:

  1. Select Staff.
  2. Select All Staff.
  3. Select Create. Create Staff opens.
  4. Enter all mandatory details, marked with an asterisk, and any optional details you choose for the new staff member. As a minimum:
    1. Enter Forname.
    2. Enter Surname.
    3. Select Gender (for example, Not Specified).
    4. Select Date of Birth (this is used to personalise the user's experience, but you could put an arbitrary date in here).
    5. Select a System Status (for current staff members, select Current).
    6. Enter an Email address (use the staff member's school email address - this is used to send their invitation and is used when they log on).
    7. Select an Address Type.
    8. Enter an address in Address Line 1 (you could use your school address for this).
    9. Enter a postcode in Address Postcode (you could use your school postcode for this).
  5. Select Save.

The staff member is saved and assigned a unique Staff ID. A message confirms you have successfully created the staff member. Because your school does not use Wonde, this record is available in Portal straight away, so you do not need to wait before sending an invitation.

If you need to add more than one staff member, repeat the above steps for each person before you move on to Portal.

For full details and screenshots, see MIS: How do I add a staff member?

Switch to Portal

Before you can send an invitation, switch from Juniper MIS to Portal:

  1. Select the App switcher (quadrant icon) next to your user profile in the top-right corner.
  2. From Your Juniper Apps, select Portal.

You switch seamlessly to Portal. For more information, see How do I switch between Juniper apps / products?

Invite the staff member to use one or more products

Follow these steps in Portal to invite one or more staff members to use one or more products:

You can only invite multiple staff members in a single pass if they all take the same role, for the same product.

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

  5. Select the role to assign from Select User Role. This role applies to everyone you select in the next step, so it must be the same for all of them.

    If you select an Account Admin or Account Owner role, the person is automatically granted the same level of access in Portal. By default, other users are granted Minimal Edit access in Portal.

    For further information, see Portal: User roles.

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

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.

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

Tips and best practices

  • To invite several staff members at once, select them all from Select Users before selecting Send Invitations, provided they all have the same role for the product.
  • To invite the same person to other products, repeat the invitation steps and change the product and role.
  • If staff members need different roles, repeat the Assign Role and Select Users steps once for each role.

Next steps

Direct your staff member to Portal: How do I log into Portal? to guide them through signing in for the first time.

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