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How to create a dashboard for your client

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Do you want to create a dashboard for your client with WordPress?

A personalized WordPress dashboard can help your customers get the resources and shortcuts they need to get started.

In this tutorial, we will show you how to create a dashboard for your client on WordPress without writing code or affecting the client's ability to update their website.

But, if you've never installed WordPress discover How to Install a WordPress Blog in 7 Steps et How to search, install and activate a WordPress theme on your blog 

Then back to why we are here.

Create a dashboard for the customer

Why create a dashboard for your client on WordPress?

As a WordPress solutions provider, you will come across clients who have not used WordPress before, and who are unfamiliar with HTML, CSS, or WordPress terminology.

By creating a custom dashboard for customers, you can provide them with a rigid WordPress interface and improved usability.

Discover also our 9 WordPress plugins to beautify your dashboard

This will improve customer satisfaction, which will result in less repetitive work. Your customers will need less support, which will also save you time.

That being said, let's look at how to easily create a custom dashboard on WordPress.

We guide you through different stages of the process. You can decide what you want to customize based on your customer's needs.

1. Hide unnecessary administration menus

While building a website for your clients, you can use different WordPress plugins, custom post types, WordPress page editors, and other tools. Many of these tools will add their own menu items to the WordPress admin bar, create custom widgets on the admin dashboard, and add links to the toolbar.

See also our 8 WordPress plugins to customize the blog dashboard

The end result looks a bit messy. For a customer who has never used WordPress, these additional elements make the dashboard more complicated than it needs to be.

Wordpress overloaded dashboard

Let's start creating a customer dashboard by cleaning up the clutter.

To do this, you will need to install and activate the plugin " Adminimize ". For more details, check out our step by step guide on how to install a WordPress plugin.

After activating the plugin, you must visit the page " Settings> Adminimize To configure the plugin.

Adminimize plugin configuration

You will see different administration sections listed in the settings page. Clicking on a section will expand it, and you will see the options for that particular section.

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Adminimize settings page

You can show or hide any item listed in a section for different user roles. Examine each item carefully before hiding it, as this could affect your client's ability to use their website.

2. Display your brand on the WordPress dashboard

The Adminimize plugin covers a lot of options to control the look of your WordPress admin dashboard. However, it doesn't have options to hide WordPress branding and admin area blank labeling. 

6 tips to better protect the WordPress dashboard to discover by clicking on this link.

White labeling includes replacing the WordPress logo with a custom logo, changing the admin area footer, showing or hiding menu items and more.

First of all, you need to install and activate the plugin " White Label CMS ". After activation, go to " Settings> White Label CMS To configure the plugin settings.

White label cms wordpress plugin

The settings page is divided into different sections. You can click a section to expand and view its settings.

Read also: How to hide unnecessary items on the WordPress dashboard

Some options in the plugin are also available on Adminimize. If you have already hidden these options, you can ignore them.

3. Change the appearance of the dashboard

WordPress comes with a handful of admin color schemes that users can change from their profiles. You can set a default color scheme for new users. You can also create a custom color scheme.

Changing colors

Do you want to go to the next level?

Try the themes WordPress dashboard. These WordPress themes are available as plugins that you can install to change the look of your WordPress dashboard.

Edit wordpress dashboard

Here is a list of themes for the WordPress dashboard.

4. Add useful resources to the customer dashboard

When delivering projects to your clients, you will notice that many of them have similar questions. Adding a help or resources section in the WordPress client dashboard can help you answer these questions and save time spent providing support.

Discover How to customize the WordPress logo of the dashboard

The best way to add a help section is to install and activate the WP help plugin. Upon activation, the plugin adds a new menu item " Help publication On your WordPress admin bar. Clicking on it will take you to the settings page.

Wordpress settings page help

This area will be empty since you have not yet created any help resources. Go ahead and click on the " Add new To create one.

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To consult also: How to add statistics on your WordPress dashboard

On the next page, you can create your help document as if you were creating a WordPress post or page.

Create a new help section

WP Help uses a custom post type for documents, and they are similar hierarchical pages. You can create parent and child documents to organize them.

Create a help page on wordpress

You can also sync documents from another WordPress site. This allows you to use the same documentation for all of your customers.

Discover also some premium WordPress plugins  

You can use other WordPress plugins to give a modern appearance and to optimize the connection to your blog or website.

We offer you here some premium WordPress plugins that will help you do that.

1. WordPress WooCommerce Bluepay CC

WordPress WooCommerce BluePay CC is a great plugin, which allows you to accept payments using credit or debit cards BluePay eCheck.

Wordpress woocommerce bluepay cc ach payment gateway plugin wordpress

Check out our 10 plugins to integrate payment gateways on WordPress

Among other things, it offers a recurring payment option, compatible with ACH & CCC payment and it is even possible to make a refund.

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2. Flex-Register

Flex-Register is a premium WordPress plugin that allows you to add a registration or login form in a lightbox. A refresh of the page will not be necessary and it will work immediately after installation. No configuration will therefore be necessary.

Flex register bootstrap 3 lightbox for register wordpress plugin

He will also take care of matching your form with the style of the WordPress theme active on your website.

See also our How to control the stock of your WooCommerce online store

As functionality, it offers among other things: a clean design and a well commented code, its fully customizable appearance, compatibility with the majority of popular WordPress themes, support for multiple browsers and others.

Download | Demo | Web hosting

PayPal Express Payment Gateway for WooCommerce

PayPal Express is a fast and powerful tool that offers buyers an easy way to make payments with PayPal on your WooCommerce website.

Paypal express payment gateway for woocommerce wordpress plugin

It has the advantage of keeping buyers engaged by highlighting all the details about the transactions.

Monetization: How to double your income on the internet this year? article to read also absolutely.

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These details include, among others, order details, shipping options, warranty choices, and total taxes.

Download | Demo | Web hosting

Recommended Resources

Find out about other recommended resources to help you build and manage your website.

Conclusion

Here is ! That's all for this tutorial on customizing the dashboard for your client. If you have any concerns or suggestions in this area, let's find ourselves in the comments section to discuss.

However, you will also be able to consult our resources, if you need more elements to carry out your projects of creation of Internet sites, by consulting our guide on the WordPress blog creation or the one on Divi: the best WordPress theme of all time.

But meanwhile, share this article on your different social networks.

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