WordPress Admin Optimization Checklist

WordPress Admin Optimization Checklist

• 1.
  www.thelovelygeek.com 4. POST-TRAINING Install andactivate an activity monitor plugin. I recommend Stream, Simple History, or WP Security Audit Log. Use Adminimize to hide access to the activity monitor plugin from the Client role Provide the client with their login and give them access to their site Schedule a WordPress training with your client Create training documentation that can be linked in your custom Dashboard widget Show your client how to login and use the site with the credentials you created for them Walk them through the Dashboard, custom widgets, notes, and documentation you’ve provided Educate your client on best practices and how to troubleshoot 3. TRAINING2. DEFINING ROLES + USERS Confirm with the client who should have access to the admin. Request names and email addresses. Create a spreadsheet of users containing their name, email, username, password, and role Create a custom role called Client via the User Role Editor plugin and determine what capabilities they should have Hide unneeded dashboard widgets and restrict access to various areas (Appearance, Plugins, Tools, Settings, etc.) of the admin with the Adminimize plugin Create your users and assign them to the Client role Use the User Switching plugin to test all the logins and verify everyone has the correct access Utilize built-in features like the theme customizer, widgets, and custom fields to make it easier for your client to edit content Style the Visual Editor to match your site’s front-end styles Create a private Style Guide page using content from WPFill.me Use the Advanced Custom Fields plugin to create an Options section, add notes/reminders throughout the theme, and hide unnecessary items on pages/posts Verify your WordPress Settings are set up correctly (timezone, week start day, date/time format) Create a custom dashboard widget that has links to documentation, image sizes, theme notes, and other helpful resources Install and configure the Google Analytics Dashboard for WP (GADWP) plugin Optional: Install the plugin Search Meter so clients can see what visitors are searching on their site Optional: Install the plugin Jetpack to take advantage of their stats and traffic tools 1. SITE BUILD WORDPRESS ADMIN OPTIMIZATION Checklist