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How to Modify WordPress Dashboard for Clients to Make It Client-Proof

How to Modify WordPress Dashboard for Clients to Make It Client-Proof

It is possible that you have developed a WordPress site for your clients. Things can be pretty good if they get used to this content management system. However, if they are new to WordPress, it would be better for you to modify WordPress dashboard for the higher level of usability and convenience.

In fact, the dashboard is the area people will see after they log into the back-end of their WordPress sites, with which they can monitors and controls all the details about the website management. In this case, in order to make it client-proof and much more user-friendly for newcomers, we have shared some tips in the following telling you how to modify WordPress dashboard for your clients.

Remove Unnecessary Things from Dashboard

To begin with, we highly recommend you to remove all the unnecessary and redundant things in the dashboard homepage so that your clients can get a much simpler and client-friendly admin panel without any difficulty and confusion.

Here, we’d like to start a brief introduction of all the listed items on the dashboard and which of them are highly recommended to be removed.

Once people log into the WordPress admin panel, they will be presented with the dashboard homepage that displays 5 default blocks as introduced as below.

  • Welcome to WordPress – This part is worth maintaining especially for your clients who log into WordPress for the first time. From this part, they can get a quick start of customizing your site, writing the first blog post, managing comments and many more.
  • At A Glance – This part also needs to be kept, from which people can have a fast scan of the number of available posts, pages and comments, and can navigate to the main part of the whole dashboard easily.
  • Activity – This block mainly lists the titles of the most recently listed posts and pages, along with the submitted comments. Personally, we think the Activity block can be deleted for fewer clients will have a look at it.
  • Quick Draft – This is a worth-keeping part that helps people start blogging promptly.
  • WordPress News – There is no need to keep this part, for most WordPress users will not check which WordPress version is released in the dashboard.

WordPress Dashboard

Now, you can start hiding some of these blocks based on your needs. To do this, you only need to click the Screen Options button from the right-upper location, and then, uncheck the boxes for the corresponding blocks.

Optimize for Dashboard Help

For WordPress newbies, they must learn how to use this script before you truly hand over the site. Due to this situation, WordPress has a default “Help” section which is right after the “Screen Options” button. By clicking it, people can get a brief learning about the utilization of WordPress. However, many newbies cannot get enough knowledge and information from the “Help” section, and may ask for extra assistance on the daily work with the WordPress site. In this case, you’d better enhance and optimize the dashboard for the better help.

To do this, we think you can have a look at the Custom Admin Help Boxes plugin that is developed by the WPBizPlugins. With it, you can effortlessly add as many helping materials and instructions as you want to the WordPress dashboard using some custom boxes. To be frank, this is an ideal option to guide your clients and users throughout the whole WordPress site.

Once you have successfully installed this special tool, you should click the Configuration button from the Custom Help Boxes drop-down list. Here, you should firstly add and delete the capabilities used for your clients to edit the menu contents. And then, you can upload your project or company logo optionally in all the help boxes.

Custom Help Boxes Configuration

In addition, if you want, you can also display the contact options that will be displayed at the bottom section of your help boxes. Thus, your clients can ask for help from the real person easily. Note that the support channels include the exclusive support page, phone and email.

Custom Help Boxes Support Settings

Now, you can click the Add New Custom Help Box button. After that, you only need to enter the title and content of the help box. Note that the contents can be both video tutorial and the textual posts.

Next, you should decide some display settings. Firstly, you can determine whether to showcase your help box in a popup. Personally, we do not recommend you to do so for this may fail to look good in the WordPress dashboard.

After that, you can choose where to show the box. The options include the dashboard, page, post, plugin and attachment. In addition, you can choose to display it in the middle or on the right side of the whole screen.

If you have multiple help boxes, you also need to decide their display priority. Besides, if you want to show your contact information, do not forget to tick the checkbox for showing the extra information.

Add Help Box

Now, you only need to publish it and the help box will be displayed at any location you choose.

New Help Box

Manage the Dashboard Menu Properly

After optimizing the dashboard homepage, now, it’s time to manage the dashboard menu. In fact, the default menu items include Posts, Media, Pages, Comments, Appearance, Plugins, Users, Tools and Settings. However, if your clients only need the most basic WordPress function for publishing the web content, you can remove some of these items. Personally, for newcomers looking for the most basic function, you can delete all of them except for the initial 4 options.

For this practice, we think you can try the Admin Menu Editor plugin. In the settings page of this plugin, you can determine who have the right to edit your WordPress menu items, choose the color scheme of the menu editor and decide the position of your newly added menu items.

Admin Menu Editor Settings

Now, you can start editing your dashboard menu. Here, you can remove the default options, add some new items, change the item name and modify their detailed information.

Add Menu Items

After saving the changes, the dashboard menu will look in the way you like.

Optimize the Visual Editor

This is the minor part for dashboard optimization, which brings the ultimate convenience for content writing. The Visual Editor handles the process of post writing and editing, so you have to eliminate the confusion and inconvenience for your clients.

Here, you can leverage the TinyMCE Advanced plugin, with which you can delete a bunch of editing features and some nasty formatting that might hard or less to be used for inexperienced clients.

To use it, you simply need to move to the settings page of this plugin. Here, you can drag and drop the widely used buttons into the toolbar of the Visual Editor, and then, save the changes. Also, you can rearrange the position of them based on your needs.

TinyMCE Advanced

White Label the Dashboard for the Brand Image

To help your clients familiarize the WordPress script in a faster and easier manner, we highly recommend you to white label the dashboard. This way, you can remove some default WordPress components such as the logo and dashboard heading, and then, replace them with some customized options that can reflect the personality or business image of your clients.

Personally speaking, this is the most effective way to ease the confusion for those who know nothing or little about WordPress.