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How to use the role Divi editor on WordPress

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Many customers are unfamiliar with WordPress and have never used CMS before, giving them unlimited access to the dashboard is like asking a child to fly a plane. There may be a lot of damage. They can ruin your design, or worse, break the entire site. Then it will be up to you to correct all that. That's why it's better to get ahead of this disaster and take the time to define what your customer can do on the site. This ensures that they can only access the places they need and nothing more.

The role editor of Divi is a perfect solution for that. With its simple interface, you can easily turn on and off permissions for each of the roles, giving you power over what an account on WordPress may or may not see.

Today, I'm going to show you how to set up user role permissions for a site that you can deliver to a customer. I know that all customers are different, so consider this as a general practice.

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Let's start!

Overview of user roles

On WordPress, there are 5 different user roles. Here is a quick breakdown of each of the capabilities of the user roles:

  • Administrator - has access to everything. No limitation.
  • Editor - has access only to pages, all articles, all comments, all categories, all labels, and all links. Can not access settings, plugins and hems.
  • Author - Only has access to his own articles. This includes editing, uploading photos and publishing article.
  • Contributor - has access to publishing his articles, but can not publish them.
  • Subscriber (follower) - able to receive updates and only has the ability to read and comment on articles and pages.

What can be understood from these user roles is that only two have the ability to make changes on all pages and articles, it is the administrator and the editor (Publisher). You probably do not want to risk giving your client the role of administrator. This gives them complete control over the site, including the ability to edit settings, plugins and themes. A better option for a client would be the role of editor. In this way, they will not change anything too important. In addition, it simplifies the interface of WordPress. For example, look at the difference between the WordPress dashboard menu for administrators and publishers.

Here's the dashboard menu for administrators:

Here is the dashboard for users with the Editor role:

There are fewer options and less clutter on the dashboard. Your customer will like this simplicity.

Assign the publisher role to your client

You can assign your client a new user role from the WordPress dashboard. Move towards " Users> Add ". Enter your customer information and select the role "Editor" as role.

How to customize editor roles on Divi

Although your client has an editor role with some limitations on WordPress, the client still has access to all Divi options. This can become a problem if you do not want the client to change your Divi settings. This is where Divi's role editor is very handy.

The Divi Role Editor allows you to limit the capabilities of user roles for Divi specifically.

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You can access the role editor in the WordPress dashboard under " Divi → Role Editor ».

Note that you have four different roles you can choose to customize - "Administrator, Publisher, Author, and Contributors". Subscriber is not listed here since this role has no editing capability by default.

Select the Editor tab to edit the role settings for editors.

First actions: high level actions

Here is a brief overview of each of these options:

  • Divi Library - Provides access to registered templates and modules.
  • Split Testing - Provides access to activate and perform splits tests
  • Page Options - The options at the top right when editing page that allows you to access the navigation settings.
  • Portability - Ability to import and export Divi layouts.

Since these are all functions that the administrator normally uses, I suggest disabling all these options for the Client Editor role.

Note: A possible exception, you can give access to the Divi library. This can be useful for clients who have been coached on how to use Divi models.

Interface Builder

The next row of options is for the Divi Interface Builder.

On this line, I suggest you disable all but two options - " Edit item "And" Use the Visual Builder ».

This allows the client to modify what is already there without giving them the ability to add or move any content. The result is a simplified interface that your customer will appreciate.

Here is an example screenshot of what the Divi Interface Builder looks like before changing the settings:

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And here's a screenshot of the Builder Interface with the changes in place:

Note some options and the buttons are hidden. This is because the top-level options and most Builder interface options have been disabled. The good thing about this configuration is that the client is less overwhelmed by choices that make it easy for them to change the content.

Library Settings

The following section groups the Library Settings options. Since the Library Settings are already disabled, these options are disabled by default. (If you want to activate the library settings, but limit the features in the library settings, you can do it here.) Go ahead and turn them off so there is no confusion.

Tab settings

The next line includes the actions on the tabs. They control the parameters of each module and include three types: General settings, advanced settings and custom CSS.

I propose the following options for the Tab Settings section:

  • General settings: enable
  • Advanced settings: disable
  • Custom CSS: disable

I now suggest that general settings be enabled because this allows the client to change the actual contents of the module like topics, subheading, text, images, etc ...

I suggest disabling advanced settings and custom CSS because that's where most of your design for your development is built. And a client could easily start making changes that will conflict with the overall design and layout of the site.

Now, when your client clicks on changing a module's settings, they will not see the tabs: advanced settings or custom CSS. Also note that there is no option to save and add to the library at the bottom left:

Type Settings

The next line of role capabilities is the Type settings. The options of the types can be modified in the parameters of the module. The following options are available for the Settings section of the Types:

  • Change colors: Off
  • Edit content: On
  • Edit fonts: Off
  • Edit buttons: Off
  • Edit Layout: Off
  • Change configuration: Disabled

I suggest disabling everything except " Edit content ". limiting the client's ability to change colors, fonts and other items will help keep your design intact.

Using the modules

The next section is about using the modules. These options give you the option to limit access to certain modules for certain users.

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Portability

The last section is portability. This option controls access to all major Divi settings such as theme customization, options, and layouts. I suggest disabling all these last options as well.

That's all!

Do not forget to scroll to the top of the page and click on "Save Divi Roles" before you go.

You can now test the editor options to make sure everything works (or is hidden normally).

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