Juniper Websites: How do I create a new user?

Juniper Websites, Portal

Overview

This article explains how to create a new Juniper Websites user. There are two ways to do this, depending on how your school is set up to access Juniper Websites:

  • Using Portal - You invite users through Portal so they can sign in to Juniper Websites through our JoinUp platform using single sign-on. 
  • Using Juniper Websites / CMS - You create the user directly in the Juniper Websites CMS. Use this method if your school does not use Portal.

Before creating a new user, familiarise yourself with the default roles. For more information, see Portal: User roles (when using Portal to administer users) and Juniper Websites: What are the different user roles? (when using the legacy way to administer users).

If your school is using Portal, but is not Wonde connected, see the following article to walk through creating and inviting users through the MIS and Portal - Juniper Websites: How do I create and invite a staff member if I do not use Wonde?

Prerequisites

  • If you are inviting a user through Portal only, you must be an Account owner or Account Admin in Portal.
  • If you are creating a user in the CMS only, you must be an Administrator in Juniper Websites.

Instructions

Follow the steps for the method that applies to your school.

  • Demonstration

    If you are inviting a user through Portal, this demonstration walks you through the task:

    Instructions

    Follow these steps to invite a new user through Portal:

    1. Check that the person has been added to your school's management information system (MIS), using their school email address. The MIS shares staff records with Juniper Portal using Wonde sync. This information is used when creating staff invitations in Step 2.
    2. Send the invitation to use Juniper Websites:
      1. Switch to Portal. For more information, see How do I switch between Juniper apps / products?
      2. Select User Invitations:
        image.png
      3. Select Staff:

      4. From User Invitations - Staff, select Send Invitations.

        If the person has not been added to your school's MIS, add them, then wait overnight for their staff record to sync with Portal through Wonde.

      5. From Invite Users, select Juniper Websites as the Product:

      6. Select the role to assign the person from Assign Role:

        Use this mapping as a guide to the default roles:

        Portal role Juniper Websites CMS role
        Account Owner / Account Admin Administrator
        Full edit Publisher
        Partial edit Writer

        If you select an Account Admin or Account Owner role, the person is automatically granted the same level of access in Portal.

        For details of all the permissions associated with roles in Juniper Websites, see Portal: User roles.

      7. The Select Users pane updates to show staff who are not yet users of Juniper Websites. Select the person to invite them:

      8. Select Send Invitations.

        To invite other users to a different role, repeat the steps above, changing the role.

  • Follow these steps to create a new user in the Juniper Websites CMS:
    1. Select User Manager from the Home tab.
    2. Select Create New User.
    3. Enter the new user's details. Required fields are marked with an asterisk.

    4. Enter a Password for the user:

      If the user is an administrator, the password must be at least 16 characters long. For all other roles, the password must be at least 8 characters long.

    5. As required, uncheck User can change password and Send User Password Reset.

      To initially lock the account, check Account is currently Locked.

    6. Select Choose Roles, then select a role for the user. If the password is under 8 characters, an error message appears prompting you to change the password.

      We recommend only one role per user. If a user has multiple roles, they inherit the permissions of both, but the more restrictive permissions apply.

    7. Select Add User. Juniper Websites then validates the password again. If the user is an administrator and the password is under 16 characters, an error message appears prompting you to fix it.
    8. When prompted, select either Close User Manager or Return to User Manager.

Outcome

The user is granted access to Juniper Websites.

Refer users to Juniper Websites: How do I log on to my CMS? to guide them through logging on for the first time.

After inviting a user through the Portal (new integrated way) method, an email is sent to the user. If they are a new Portal user, the email contains a link so they can accept the invitation online. If they are an existing user of another Juniper Education product, the email explains they now have access to a new product, available next time they sign in to Portal.

New users through Portal have 14 days to register after receiving their invitation. If they do not register in this time, you must invite them again. See Portal: How do I re-invite a staff member to register?

Related information

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