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Organisation Onboarding Checklist

This guide walks you through setting up the Junipa Organisations portal for multi-campus oversight. The organisation portal allows you to manage and monitor NCCD data across all your connected schools from a single location.

Step 1: First Login​

Your organisation portal URL and administrator credentials will be provided by the Junipa team during onboarding. Your portal will be available at a URL such as yourorganisation.junipa.com.au.

  1. Navigate to your organisation portal URL.
  2. Log in with the administrator credentials provided.
  3. You will be taken to the organisation dashboard.

Step 2: Configure Organisation Settings​

After your first login, review and configure your organisation settings:

  1. Go to Settings > General.
  2. Confirm your organisation name and details.
  3. Optionally, configure custom terminology under Settings > Terminology to match the language your organisation uses (e.g., "campus" vs "school", "pupil" vs "student").

Step 3: Connect Schools via Invite Codes​

Each school running Junipa can be connected to your organisation portal:

  1. In the organisation portal, navigate to Connected Schools.
  2. Click Generate Invite Code to create a unique code (format: ORG-XXXX-XXXX).
  3. Share this code with the school administrator.
  4. The school administrator enters the code in their Junipa instance under Administration > Organisation Connection.
  5. The school validates the code and returns a confirmation.
  6. Once the handshake completes, the school appears as a connected campus in your portal.

Repeat this process for each school you wish to connect.

Step 4: Set Up Team Users​

Add other staff members who need access to the organisation portal:

  1. Go to Team Management.
  2. Click Add User.
  3. Enter their name and email address.
  4. Assign a role:
    • Admin -- Full access to all settings, reports, and school management.
    • Viewer -- Read-only access to dashboards and reports.
  5. The user will receive an email invitation.

Step 5: Verify Connections​

After connecting your schools:

  • Confirm each school appears in the Connected Schools list.
  • Check the health status indicator for each school (should show "Healthy").
  • Navigate to the Executive Overview to verify aggregated data is displaying.
  • Run a test audit report to confirm cross-school reporting works.

Next Steps​