Portal: How do I manage my school's Key Contacts?

Portal

Overview

This article explains how to add / update your school's Key Contacts. 

The Key Contacts page in Portal lets you record the members of staff responsible for the following key roles in your school:

  • Head Teacher.
  • Management Information System (MIS) Owner.
  • Assessment Data Owner.
  • HR & Payroll Owner.
  • School Finance Owner.
  • School Website Owner.

Each of the roles is linked to a member of staff in your establishment, and you can record their email address and phone number.

Prerequisites

  • You need Account Owner or Account Admin permissions to edit Key Contacts in Portal.

Instructions

Follow these steps to add or update your Key Contacts in Portal:

  1. Select My School.
  2. Select Key Contacts.
  3. Select Edit:

  4. Find the role you want to update, then:

    1. Select Linked System User, find the member of staff you want to assign to the roll, then select the user. 
    2. Optionally, enter the user's Email address.
    3. Optionally, enter the user's telephone number in Phone.
  5. Repeat Step 4 for any other roles you want to update.
  6. Select Save.

If the member of staff you want to assign does not appear in Linked System User, they have not yet been set up with a Juniper Education account through Portal. 

Tips and best practices

Keeping your key contacts up to date means Juniper Education's support and onboarding teams always have the right people to contact for each area of your school.

Related information

Updated

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