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How to customize the WordPress dashboard for a client

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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)?how to customize the WordPress dashboard

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.

But before, if you have 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 let's go back and cLet's start with the basics.

Some preliminary steps

In this section, we're going to go over some of the first things you need to do afterWordPress installation

Skipping these preliminary steps could potentially cause persistent problems in the future.

Add primary security

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.

Go further with these 8 premium WordPress plugins to manage roles and users

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.

// remove_menu_page ('tools.php'); Remove_menu_page ('tools_php'); }} Add_action ('admin_menu', 'remove_menus');

By putting this simple line of code in your file functions.phpyou will be able to hide the menu Tools, visible only by the administrator.

See also How to display different menus to user roles on WordPress

Enable Quick Tips

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. customize the WordPress dashboard

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.

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If more than one person accesses the website, you can limit user access to the dashboard. This is particularly useful when the website is intended to have authors or contributors.

// Redirect non-admin users away from dashboard to a custom URL function acme_login_redirect ($ redirect_to, $ request, $ user) {return (is_array ($ user-> roles) && in_array ('administrator', $ user-> roles) )? admin_url (): site_url (); } add_filter ('login_redirect', 'acme_login_redirect', 10, 3); }

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.

White-label-cms plugin WordPress

You can choose from 3 models of layouts 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.

Download | Demo | Web hosting

Some themes WordPress for the dashboard

1. Everest Admin Theme

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.

Everest admin theme wordpress backend customizer

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.

Download | Demo | Web hosting

2. Material

Material Admin is one of the most advanced and stylish WordPress plugins on the market for customizing the WordPress dashboard.

Material white label wordpress admin theme

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.

Download | Demo | Web hosting

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3. Ultra WordPress Admin Theme

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.

Ultra wordpress admin theme

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 ...

Download | Demo | Web hosting

recapitulation

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.

1. UberMenu

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.

Ubermenu wordpress mega menu plugin

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 ...

Download | Demo | Web hosting

2. WP Media Folder

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.

Wp media folder

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.

DownloadDemoWeb hosting

3. 8Degree Fly Menu

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.

8degree fly menu responsive off menu menu plugin for wordpress

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.

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It also comes with a WYSIWYG editor to help you grasp your long description in a user-friendly way. With this editor you can also use shortcodes.

Download | Demo | Web hosting

Other recommended resources

We also invite you to consult the resources below to go further in the grip and control of your website and blog.

Conclusion

Here ! That's it for this tutorial, I hope it will allow you to customize the WordPress dashboard. Feel free to share the tip with your friends on your social networks.

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.

But, in the meantime, tell us about your Comments and suggestions in the dedicated section.

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