How to customize the WordPress dashboard for a client? Find out in this tutorial.
As a WordPress developer, you've probably had to write a lot of complex code to create a perfect website for your client. But if you take a moment to think about it, an average WordPress user usually only deals with posts. Why complicate the dashboard with unnecessary information (for him)?
More often than not, your customers want an easy-to-manage interface for day-to-day tasks. While WordPress is already pretty straightforward, we can simplify it even further and increase its usability for business owners who don't have the time to learn everything from scratch.
In this tutorial, we will guide you through a few simple steps to customize the WordPress dashboard.
One of the first things you are going to have to do is set up basic security measures like changing admin username and changing login page url. Adding brute force protection will allow you to improve the level of security on the website.
Adding users and assigning roles
The next thing you need to do is manage the user roles. WordPress allows webmasters to give the user a specific role that suits the job they will be doing. You can assign the role: editors, authors, administrator or subscriber (although he has no real power).
The important thing to understand here is that each user has freedoms and restrictions when it comes to accessing the WordPress dashboard. Only the administrator has the privilege to set default user roles, so make sure you are logged in with this account.
These basic things should be your first priority when it comes to developing sites for customers, to make the use of WordPress much more user-friendly, we will now explore some actions you can do.
Customize the dashboard
After going through the basics, you may want to think about other possibilities to further simplify the dashboard. What must be done is to put sensitive configurations away from the customer who does not have control.
Hide the Tools menu
The sidebar of the WordPress dashboard is very useful and offers several options. However, you are in a situation where you want to make the website more ergonomic.
Another useful thing to improve the customer experience on a WordPress blog is to provide additional help and quick advice. You can do this through custom widgets which displays a brief and useful message. Giving useful tips in the dashboard can provide much needed help to customers who are new to WordPress.
Disable file editing
Reserve all the customizations and sensitive features that should not come under the control of the inexperienced customer. You need to hide any option that is not of any use to the client or users, for example, theme options and plugins.
Once you have created the website according to your customer's request and specifications, you can set the parameters to prevent users from accidentally changing your work.
define ( 'DISALLOW_FILE_EDIT', true);
This simple line of code allows web developers to prohibit any user from tampering with plugin and theme files. All you have to do is add this line of code to your file wp-config.php.
Easily create your website with Elementor
Elementor allows you to easily create any website design with a professional look. Stop paying expensive for what you can do yourself. [Free]
By pasting this code directly into your file functions.phpyou will be reassured that users will not make important changes.
Some plugins to better personalize the WordPress dashboard
Maintaining your site is much safer than ever in terms of security and free from accidental changes to settings, the fact remains that for a client, the look of the WordPress dashboard is still pretty raw (complicated). In this section, we will introduce you to some plugins in order to improve the customer user experience. We're going to add themes for the dashboard and make some small changes.
1. White Label CMS
Here's another plugin that lets you customize a lot of things on the dashboard. For example, you can hide unnecessary menus to improve the user experience of your website.
You can choose from 3 models oflayouts that allow you to completely customize the look of your dashboard. You can also add a custom logo for the headers or footer in case the customer wants their new website to use their brand images.
Everest Admin Theme is a WordPress plugin that allows you to give the dashboard of your website an appearance other than that proposed natively by the latter.
Although WordPress is great, many people may want to change the appearance of this dashboard finally remove any mention of WordPress.
This powerful WordPress plugin allows you to do it quite easily by giving you the opportunity to give it a completely different look, by rearranging menus and other items. It gives you total control over your dashboard.
Material Admin is one of the most advanced and stylish WordPress plugins on the market for customizing the WordPress dashboard.
This WordPress plugin comes with 100 stylish themes and gives you the ability to create your own theme. You will be able to control the complete appearance of the dashboard menu, the top bar, the buttons, the typography, the forms, the text and background colors, the logo, etc.
Material Admin also has more than 20 custom dashboard widgets for your website and displays statistics for visitors.
Ultra Admin is a WordPress plugin that brings life to your dashboard. Like the previous plugin, it comes with nearly 30 professionally designed and fully customizable themes. It is compatible with LTR and RTL modes and can be used for all languages.
You'll have the ability to control the appearance of the main WordPress menu, take control of the top bar, buttons, content areas, typography, forms, text colors and background , logo, etc ...
In short, this plugin will offer you to: reorganize the menu and submenu items, modify the menu icons and the links on the top bar, customize the footer, modify the access permissions of the plugins, etc ...
After going through all of these procedures, your WordPress website should be ready to use. You will have applied the security measures by default, and on top of that, the dashboard will be much more user-friendly.
We've covered the basics of customizing the WordPress dashboard for your clients. Fortunately, you are now in a position to take things a step further.
Discover also some premium WordPress plugins
You can use other WordPress plugins to give a modern look and optimize the grip of your blog or website.
We offer you here some premium WordPress plugins that will help you do that.
UberMenu is a WordPress plugin dedicated to creating a highly customizable, responsive, and accessible to users megamenu. It is functional after its installation, without the need for special configuration.
It is an easy to use plugin, yet powerful enough to create configurations of megamenus highly customizable and creative.
You will find among others: 3 menu templates, fully responsive layout, compatibility with mobile devices (iPhone, iPad, Android), touch support, etc ...
WP Media Folder lets you explore your media library in the same way you do with your desktop computer. It lets you drag and drop media files into folders and subfolders.
This WordPress plugin is based on the native media library. Therefore, if you uninstall it, you will not lose any files. Records are generated using a custom taxonomy. Which means that even if you move a file from one folder to another, the links will not be affected. You will be able to sort files by file type, size or title and filter them.
In addition, you will be able to import entire folders from your server to your media library. An automatic synchronization function will allow you to synchronize any folder on the server with a folder in the media library.
8Degree Fly Menu is a premium WordPress plugin that allows you to add a canvas menu to your website, in order to give it a look that highlights and easily your information. It uses the default WordPress menu function to create its menus.
You will be able to add additional elements to the default menu items, such as icons, menu slogans, a pseudo-grouping header, and a long description.
Easily create your Online Store
Download free WooCommerce, the best e-commerce plugins to sell your physical and digital products on WordPress. [Recommended]