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Organisation Portal Guide

Set up your Junipa Organisations portal, connect schools, and start monitoring student support across your network.

Prerequisites​

  • A Junipa Organisations instance URL (e.g., yourorg.junipa.com.au)
  • Organisation admin credentials
  • At least one Junipa school instance to connect

Step 1: First Login​

  1. Navigate to your organisation portal URL
  2. Sign in with your admin credentials or SSO
  3. You'll land on the Organisation Dashboard

See first login for detailed steps.

Step 2: Connect Your First School​

Schools connect to your organisation through an invite code handshake:

Generate an Invite Code​

  1. Go to Connected Schools in the sidebar
  2. Click Add School
  3. A unique invite code (e.g., ORG-XXXX-XXXX) will be generated
  4. Share this code with the school's Junipa administrator

School Accepts the Invitation​

  1. The school admin goes to Settings > Organisation in their Junipa instance
  2. They enter the invite code
  3. A school code (e.g., SCH-XXXX-XXXX) is returned
  4. The school admin enters this back in their Junipa to complete the handshake

Once connected, student data begins syncing automatically.

See the full invite code flow documentation.

Step 3: Manage Users and Roles​

Set up your organisation team:

  1. Go to Team Management
  2. Invite users by email
  3. Assign roles:
    • Org Admin — Full access to all settings and data
    • Viewer — Read-only access to reports and dashboards

Learn more about roles and permissions.

Step 4: Monitor School Health​

Once schools are connected, monitor their status:

  1. Go to Connected Schools
  2. Each school shows a health indicator:
    • Healthy (green) — Responding within 3 seconds
    • Degraded (yellow) — Response time 3–10 seconds
    • Offline (red) — No response for 10+ seconds

See school health monitoring for details.

Step 5: Review Reports​

Your organisation portal aggregates data from all connected schools:

Executive Overview​

The executive overview dashboard shows:

  • Total students across all schools
  • Adjustment category distribution
  • Evidence collection trends
  • School-by-school comparisons

See executive overview.

Attendance Reports​

View attendance data synced from connected schools.

See attendance reporting.

Audit Reports​

Generate audit reports that span your entire organisation.

See audit reports.

Step 6: Configure Settings​

Customise your organisation portal:

  1. Go to Settings > General to update your organisation name and logo
  2. Go to Settings > Terminology to customise labels used across the portal

See general settings and terminology settings.

Next Steps​