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Team Management

Team management allows school administrators to control who has access to Junipa and what they can do within the platform. Each staff member is assigned a role that determines their level of access.

Roles​

Junipa uses three roles for school-level users:

RoleDescription
AdminFull access to all features, including administration, student management, reporting, and team management.
TeacherCan view assigned students on the dashboard and record evidence for those students. Cannot access administration or team management.
Case ManagerCan manage assigned students, record evidence with additional detail, and view evidence history. Has broader student access than Teachers but cannot access administration settings.

Adding a Team Member​

  1. Navigate to Administration > Team Management.
  2. Click Add Team Member.
  3. Enter the staff member's details:
    • Full Name
    • Email Address (this will be their login)
  4. Select a Role from the dropdown (Admin, Teacher, or Case Manager).
  5. Click Save.

The staff member will receive an email invitation with instructions to set up their account and log in.

Updating a Team Member's Role​

  1. Navigate to Administration > Team Management.
  2. Find the team member in the list.
  3. Click on their name to open their profile.
  4. Change the Role dropdown to the new role.
  5. Click Save.

The change takes effect immediately. The team member's access will be updated the next time they load a page.

Removing Access​

To remove a staff member's access to Junipa:

  1. Navigate to Administration > Team Management.
  2. Find the team member in the list.
  3. Click on their name to open their profile.
  4. Click Remove Access or Deactivate.
  5. Confirm the action.
note

Removing a team member's access does not delete any evidence they have recorded. All evidence remains attributed to them in the audit trail.

Best Practices​

  • Review team access regularly -- Remove access for staff who have left the school or changed roles.
  • Use the appropriate role -- Only assign Admin access to staff who need to manage settings and team members. Most teaching staff should be assigned the Teacher or Case Manager role.
  • Ensure at least two Admins -- Having more than one administrator ensures access to settings is maintained if one admin is unavailable.