Section 1: Intro to WordPress
1. Logging Into WordPress
Go to Your WordPress Website
Open a web browser and type in your website’s URL followed by/wp-admin.
Example:www.yourwebsite.com/wp-adminEnter Your Username or Email Address
On the login page, you will see a field for your username or email address. Enter the username or email address associated with your WordPress account.Enter Your Password
Below the username field, there’s a space for your password. Enter the password you created during the WordPress setup process.
(If you’ve forgotten your password, click the “Lost your password?” link and follow the instructions to reset it.)Click ‘Log In’
Once both fields are filled in, click the blue “Log In” button to access your WordPress dashboard.Explore the WordPress Dashboard
After logging in, you’ll be taken to the WordPress dashboard. This is the control panel where you can create posts, customize your site, and more.
2. Manage WordPress Admin Users
Log Into WordPress
Follow the steps in the previous guide to log into your WordPress site.Go to the Users Section
Once you’re on the WordPress dashboard, find the Users option in the left-hand menu. Click on it to view the list of all users on your site.View All Users
After clicking Users, you’ll see a list of all registered users on your site. This list shows each user’s username, email, role (like Administrator, Editor, Subscriber), and the date they registered.Add a New User
To add a new user, click the Add New button at the top of the Users page.- Fill in the username and email.
- Set a password or click the “Generate password” button.
- Choose the appropriate role for the user (Administrator, Editor, Author, Contributor, or Subscriber).
- Click Add New User to save.
Edit an Existing User
To edit an existing user, hover over the user’s name in the list and click Edit. Here you can:- Change their username, email, or role.
- Reset their password.
- Update their profile information. After making changes, click the Update User button to save.
Delete a User
To delete a user, hover over the username and click Delete.- If the user has created content, you’ll be asked whether to delete their content or attribute it to another user.
- Confirm the deletion by clicking Confirm Deletion.
Change User Roles
You can change a user’s role by editing their profile. Simply select a new role from the Role dropdown and click Update User to save the change.
3. Important WordPress Pages
1. Posts (For Blog Posts)
- All Posts: View, edit, or delete existing blog posts.
- Add New: Create a new blog post.
- Categories: Organize your posts into categories for better navigation.
- Tags: Add and manage tags to categorize specific topics within your posts.
2. Media (Image, Video, and File Library)
- Library: Houses all your uploaded images, videos, and other files. You can manage, edit, or delete media here.
- Add New: Upload new media files (images, audio, videos, documents).
3. Pages (For Static Pages)
- All Pages: View and manage your static pages (like “About Us” or “Contact Us”).
- Add New: Create new static pages.
4. Plugins (Adding New Features)
- Installed Plugins: View and manage installed plugins that extend your site’s functionality.
- Add New: Search for, install, and activate new plugins.
- Plugin Editor: Edit plugin files directly (advanced users only).
4. Plugin Guide
The Plugins page in WordPress is your gateway to extending your website’s features and functionality without needing to know how to code. By understanding how to install, activate, update, and manage plugins, you can customize your website to suit your needs.
Adding New Plugins
On the Plugins Page Click on ‘Add New’
On the Plugins page, click the Add New button. This will take you to the plugin repository.Search for Plugins
- At the top of the page, there’s a search bar where you can search for plugins by name, keyword, or feature.
- You can also browse plugins by category: Featured, Popular, Recommended, or Favorites.
Install a Plugin
- Once you find a plugin you want to install, click the Install Now button next to the plugin.
- After installation, you will see an Activate button. Click this to activate the plugin and start using it.
Plugins to Stay Away From
Any plugin that involves site caching
- This is because we run our own caching process when dealing with InkSoft API. Installing you’re owning caching plugin will interfere.
- If you must install a caching plugin, be sure to whitelist the following pages on you’re site in that plugin’s settings: /products , /details , /account , /cart , /login , /templates
- Any plugin that involves wooCommerce
- Our integration with InkSoft involves using their cart and checkout process, which means any wooCommerce extension wouldn’t work.
5. Adding New Static Page
1. Create a New Page
- On the WordPress dashboard, go to Pages > Add New to create a new static page.
- Enter a title for your page (e.g., “About Us” or “Contact Us”).
2. Edit the Page with Elementor
- After setting the page title, click the Edit with Elementor button. This will open the Elementor editor interface where you can start designing the page.
- Before making any edits, you’ll probably want to remove the automatic page title. To do so, click the settings gear on the Elementor panel, then toggle the “Hide Title” button to remove the default title.
- See our guide on Editing with Elementor to see how to start configuring the page.
6. Understanding WordPress & Plugin Updates
Why Update?
- WordPress and plugins release updates for security, new features, and bug fixes. These updates keep your site secure and running smoothly.
Potential Risks
- Updates can sometimes cause conflicts between plugins, themes, or custom code, leading to errors or broken functionality.
When to Update
- Important Updates: Apply security and bug fix updates as soon as possible.
- Feature Updates: If your site is stable and you don’t need the new features, it’s okay to wait.
- Major WordPress Versions: Wait a bit before updating major versions to avoid potential compatibility issues.
Best Practices
- Backup First: Always back up your site before updating.
- Test in Staging: If possible, test updates on a staging site to check for problems.
- Update One at a Time: Update plugins one by one and check your site for issues after each update.