Overview

As the end of the academic year approaches, there are things you can get underway for the new school year. If there are things we need to do for you, these should be requested before the end of term to ensure prompt turnaround times.

As we all know, September is the busiest time of year for our sector, and as a result, we receive a higher volume of queries throughout September. This means it will take longer than usual to process any requests. This checklist will help you to be as prepared for the new academic year as possible to undertake the tasks you are responsible for.  

While we’re unable to make routine content changes for you, we’re happy to assist with archiving and deleting your pages in bulk. We can also offer guidance and advice on your other end-of-year activities. If you have any questions or queries relating to anything listed in this article, submit a ticket. 

Find out more about our Support services

Administering accounts and passwords

Consider who needs access to your website:

New Portal (JoinUp) way of managing users

1. Users can set their own password. See Juniper Websites: How do I reset my password?
2. Administrators can manage accounts through Portal:
   1. Create a new user. See Juniper Websites: How do I create a new user?
   2. Update a users role. See Portal: How do I change a staff member’s role for a product?
   3. Revoke access to Juniper Websites. See Juniper Websites: How do I delete a user (when using Portal and the CMS)?

Legacy way of managing users

1. Users can set their own password. See Juniper Websites: How do I reset my password?
2. Administrators can manage accounts through User Manager:
   1. Create a new user. See Juniper Websites: How do I create a new user?
   2. Assign a User to a Role.
   3. Delete a user.

Refreshing content

This is an ideal time to refresh the content on your website and here are some things you might like to do (select items for links to further information):

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  1. Tidy your sitemap.
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  1. Editing a custom homepage slideshow.
  2. Edit Slideshow Images in File Manager.
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  1. Custom data options.
  2. Homepage features.
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  1. Update your award logos.
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  1. Archive or delete old content.
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  1. Manage page attachments.
  2. Delete pages.
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  1. Create a custom staff page.
  2. Update staff profiles.
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  1. Manually create an event.
  2. Calendar sync.
  3. Import events from an ICS file.
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  1. If you're updating your prospectus, consider creating a page turner to showcase it
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  1. Other design changes.
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  1. Review content for accessibility.

Document reminders and the Compliance Dashboard

Setting reminders for document and content reviews can be helpful to ensure you get notifications about any content that needs updating by a specific date for your website to comply with Ofsted requirements.  

1. Setting content reminders.
2. Setting document review reminders.
3. Managing page attachments.

If you have opted for the compliance dashboard add-on, this gathers all the reminders in one place using a traffic light system. It offers a clear visual representation of what reminders are due, to help you keep compliant with statutory requirements.

1. Using the Compliance Dashboard.

Upskilling yourself and your team

Whether you are a brand-new Juniper Websites customer, recently migrated from Primarysite or just new to managing the website, we’re here to help you access the learning you need, in the way that you prefer:

1. Access our step-by-step guides in the Juniper Websites Help Centre.
2. Watch the getting started video, to learn how to access and navigate the Juniper Training Centre where you will find on-demand video, e-learning and live courses.

Updated 05 August 2026 10:31