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Roles and Permissions

The Junipa Organisation Portal uses role-based access control (RBAC) to manage what each user can see and do. There are two roles available at the organisation level.

Roles Overview​

Admin​

Organisation Admins have full access to all features of the organisation portal.

Permissions:

  • View the organisation dashboard and all connected school data
  • Access all reports (executive overview, audit reports, attendance)
  • Generate and manage invite codes for connecting schools
  • Add, edit, and remove organisation portal users
  • Modify organisation settings and terminology
  • Disconnect schools from the organisation

Who should be an Admin:

  • Organisation leadership responsible for NCCD oversight
  • IT administrators managing the organisation portal
  • Staff who need to connect new schools or manage team access

Viewer​

Viewers have read-only access to dashboards and reports. They cannot make changes to settings, team membership, or school connections.

Permissions:

  • View the organisation dashboard and all connected school data
  • Access all reports (executive overview, audit reports, attendance)
  • Export reports

Cannot:

  • Add or remove users
  • Modify settings or terminology
  • Generate invite codes or connect/disconnect schools

Who should be a Viewer:

  • Executive staff who need reporting access without management responsibilities
  • Board members or governance personnel reviewing NCCD compliance
  • Regional coordinators who need visibility but not control

Permissions Matrix​

FeatureAdminViewer
View dashboardYesYes
View connected schoolsYesYes
View school health statusYesYes
Access executive overviewYesYes
Access audit reportsYesYes
Access attendance reportsYesYes
Export reportsYesYes
Generate invite codesYesNo
Connect/disconnect schoolsYesNo
Add/remove team membersYesNo
Change user rolesYesNo
Modify general settingsYesNo
Modify terminology settingsYesNo

Changing Roles​

Only an Admin can change another user's role. See Team Management for instructions.

Best Practices​

  • Assign the Viewer role by default and only elevate to Admin when the user needs management capabilities.
  • Ensure at least two users have the Admin role to avoid being locked out if one admin is unavailable.
  • Review team access periodically and remove users who no longer need access.