The WordPress admin interface is complex and jam-packed with exciting options, which is great for experienced users. However, most users usually find the admin interface intimidating and often confusing. In such a case, innocent exploration, or a stray click, could quite easily (and quickly) result in a defunct site.
Whether you’re a developer handing over a beautiful site to a client or an admin of a multi-user site, you need to customize and streamline the admin panel to protect the site and enhance the user experience.
This article is a guide to help you simplify and declutter the WordPress admin interface for your clients or site users, while retaining the powerful functionality it is known for.
Let’s get started!
Pump the breaks. Let’s first address an important issue: security. We know, “boo hoo!” But it’s vital to start with customizations that reinforce the security of your site. Here are a few customizations to make and things to check:
- Change the default “admin” username to something less identifiable
- Change the login page URL from the default wp-login-php
- Create complex passwords
- Limit the number of login attempts in a given time period
A good security plugin such as iThemes Security can help you with each of the above. These are just a few vital security considerations to keep in mind.
Back on topic, now let’s get started!
Assign Editor Roles
The admin menu panel (on the left hand side of the screen) is usually quite cluttered – filled with plugin menus, tools and settings that are rarely used. So why not remove unnecessary menu items and reduce the chaos by assigning editor roles to anyone that doesn’t need full administrator access?
There are however some important tools and settings that would be hidden by assigning editor roles. For example, users may need to access certain settings, perhaps to a slider plugin, that affects content on the site. In those cases, you need to implement some code or use a role editor plugin to exclusively grant them access to that plugin.
Customize the Dashboard
The Dashboard is another messy area of the WordPress admin interface that could overwhelm even the most advanced users. Even the editor account can still have a cluttered dashboard view. So how can you reduce the noise?
Head to the Screen Options tab at the top of the admin page. There, you can enable and disable various content tools on every screen.
Add Guides or Manuals
Right next to the Screen Options tab is the Help section. The good news is that you can easily modify the Help section to provide custom guidelines that may help users perform necessary tasks and functions.
For example, you can add help text for custom post types and pages. You can do this by adding code or using a plugin (there are several that can help with this, but more on that later).
You should organize the guide in a way that would be most beneficial to all users. Perhaps review the frequently asked questions from users or clients and address those questions in the guide.