Wcoc preso

A practical overview of keeping clients happy and preventing #$%^& from getting broken

Controlling User Access in WordPress

Slides: digisavvy.com/wcoc-2012

Alex Vasquez, DigiSavvy, [email protected]

Sunday, June 3, 12

What You Should Know About Me.

Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.comSunday, June 3, 12


Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com

I’m Alex Vasquez. Hi!

Sunday, June 3, 12



I Run a Digital Marketing Agency

Sunday, June 3, 12




I’ve been building sites for over 10 years

Sunday, June 3, 12




I’ve been using WordPress for just over 3 years

Sunday, June 3, 12




Sunday, June 3, 12




And According to Sprout Social...

Sunday, June 3, 12




Sunday, June 3, 12




Chicks between 35 and 44 think I’m hot!

Sunday, June 3, 12




Chicks between 35 and 44 think I’m hot!

PROOF!

Sunday, June 3, 12

What’s on the Agenda?




K Aargh! (a love story)

Sunday, June 3, 12




L Managing the Experience Not the Control

Sunday, June 3, 12





U Adjusting How End-Users Use WordPress with Functions and Plugins

Sunday, June 3, 12






e Branding the Back End for Your Client

Sunday, June 3, 12






e Branding the Back End for Your Client

? Question and Answer Time

Sunday, June 3, 12


Aargh!

Sunday, June 3, 12


Aargh!How Many of You Give Admin Access to Your

Clients When You Hand a Site Over?

Sunday, June 3, 12

To give or not to give clients admin access... It’s a pretty good question.




Any of this sound familiar?

Sunday, June 3, 12



✦What the heck are all these update notifications I’m seeing?


Sunday, June 3, 12




✦My site is le broken!!!


Sunday, June 3, 12




✦My site is le broken!!!

✦My client did something that caused me to lose time...


Sunday, June 3, 12


It’s not about managing access.

It’s about managing the experience.

Sunday, June 3, 12


It’s not about managing access.

It’s about managing the experience.

We spend so much time on perfecting the font end that we forget about the admin and how our client’s will use it

Sunday, June 3, 12

How much rope should we give to our clients?


How much rope should we give to our clients?


It’s really up to you.

Sunday, June 3, 12

Empowering Our Clients




I want to give my clients a little bit more than what the Editor Role allows, but far less than what the Admin role provides...

Sunday, June 3, 12



Things to consider... I want to give my clients a little bit more than what the Editor Role allows, but far less than what the Admin role provides...

Sunday, June 3, 12



✦ How will your client use their awesome WordPress site?


Sunday, June 3, 12




✦ Is it okay if they download and install any plugin?


Sunday, June 3, 12




✦ Is it okay if they download and install any plugin?

✦ Does your client really need that admin access?


Sunday, June 3, 12

Let’s Get Started


Let’s Get Started


Ways we can create a useful experience for our clients

Sunday, June 3, 12

Let’s Get Started


✦ Modify Admin Menus order and context so that it has more meaning for our client i.e. posts vs. articles.


Sunday, June 3, 12

Let’s Get Started



✦ Removing unnecessary menus and Widgets.


Sunday, June 3, 12

Let’s Get Started




✦ Make the client the “star” of their site


Sunday, June 3, 12

Let’s Get Started




✦ Make the client the “star” of their site

✦ Does the client really need to change their theme? That’ll be the day!


Sunday, June 3, 12

Tools of the Trade


Tools of the Trade


“A good user experience isn’t necessarily that far removed from a poor user experience. It can be small, subtle differences that can have a huge impact.” — Nathaniel Boehm

Sunday, June 3, 12

Tools of the Trade




Sunday, June 3, 12

Tools of the Trade


✦Useful Functions



Sunday, June 3, 12

Tools of the Trade


✦Useful Functions

✦Awesome Plugins



Sunday, June 3, 12

Tools of the Trade


✦Useful Functions

✦Awesome Plugins

✦Special Bonus... So, uh, stick around



Sunday, June 3, 12


Programmatically Speaking...

Sunday, June 3, 12

Simple and easily implemented functions to help modify the appearance of your admin.


For the following examples, these are snippets you can plug into your theme’s functions.php file.



For the following examples, these are snippets you can plug into your theme’s functions.php file.



Changing Menu Names/Labels

function edit_admin_menus() { global $menu; global $submenu;

$menu[5][0] = 'Articles'; // Change Posts to Articles $submenu['edit.php'][5][0] = 'All Articles'; $submenu['edit.php'][10][0] = 'Add an Article'; $submenu['edit.php'][15][0] = 'Topics'; // Rename categories to Topics $menu[10][0] = 'Images'; // Change Media to images $submenu['upload.php'][5][0] = 'All Images'; $submenu['media-new.php'][10][0] = 'Add New Image';}add_action( 'admin_menu', 'edit_admin_menus' );

Sunday, June 3, 12

Preventing End-Users from Editing Important Stuff Like Theme and Plugin Files

in the Admin



in the Admin


// Disable the theme / plugin text editor in Admin define('DISALLOW_FILE_EDIT', true);

Sunday, June 3, 12


in the Admin



Before

Sunday, June 3, 12


in the Admin



AfterBefore

Sunday, June 3, 12

Removing Unnecessary Menus




function edit_admin_menus() { global $menu; global $submenu; remove_menu_page('tools.php'); // Remove the Tools menu remove_menu_page('link-manager.php'); // Get the links manager outta here}add_action( 'admin_menu', 'edit_admin_menus' );

Sunday, June 3, 12



Beforefunction edit_admin_menus() { global $menu; global $submenu; remove_menu_page('tools.php'); // Remove the Tools menu remove_menu_page('link-manager.php'); // Get the links manager outta here}add_action( 'admin_menu', 'edit_admin_menus' );

Sunday, June 3, 12



Before Afterfunction edit_admin_menus() { global $menu; global $submenu; remove_menu_page('tools.php'); // Remove the Tools menu remove_menu_page('link-manager.php'); // Get the links manager outta here}add_action( 'admin_menu', 'edit_admin_menus' );

Sunday, June 3, 12

Creating a Useful Dashboard Widget


Creating a Useful Dashboard Widget


add_action('wp_dashboard_setup', 'digisavvy_widget');

function digisavvy_widget() {global $wp_meta_boxes;

wp_add_dashboard_widget('custom_help_widget', 'Need Help With Your Website?', 'custom_dashboard_help');}

function custom_dashboard_help() {echo '<img style="margin-right:10px;" align="left" height="50" width="50" src="http://sphotos.xx.fbcdn.net/hphotos-ash4/423659_10150636190229647_329024654646_9117065_1626144716_n.jpg"><ul> <li>Launch Date: May 2012</li> <li>Developed by: DigiSavvy</li> <li>Hosting Provider: Hostgator</li> <li>Need help? Contact the DigiSavvy Team <a href="mailto:[email protected]">here</a>. For additional information on what we do, visit our site: <a href="http://digisavvy.com/contact" target="_blank">DigiSavvy</a> -or- feel free to give us a call: 855-344-7289</li> </ul>';}

This chunk of code gives us...

Sunday, June 3, 12

http://sphotos.xx.fbcdn.net/hphotos-ash4/423659_10150636190229647_329024654646_9117065_1626144716_n.jpg




mailto:[email protected]

mailto:[email protected]

http://digisavvy.com/contact

http://digisavvy.com/contact


A dashboard widget that looks like this...

Useful Info for Clients Once You’ve Handed the Site Over to Them

Sunday, June 3, 12


Further Reading & Resources

Sunday, June 3, 12


Further Reading & Resources

✦Customizing WordPress Admin by Jake Goldman, 10up.com - http://goo.gl/P2DB2

✦How to Customie the WP Admin Easily, Aurelien Denis, for Smashing Magazine -

http://goo.gl/mt2wt

✦Customizing Your WordPress Admin, by Chris Ensell for WP Tuts+ - http://goo.gl/BFalB

✦Some swanky stuff to make your admin look GOOD, by Andrew Norcross -

http://goo.gl/GX80f

Sunday, June 3, 12

http://goo.gl/P2DB2

http://goo.gl/P2DB2

http://goo.gl/mt2wt

http://goo.gl/mt2wt

http://goo.gl/BFalB

http://goo.gl/BFalB

http://goo.gl/GX80f

http://goo.gl/GX80f


For Those of Us Who Don’t Like Playing Around With Functions.php...

Sunday, June 3, 12


There’s a Plugin for That!

For Those of Us Who Don’t Like Playing Around With Functions.php...

Sunday, June 3, 12

We Need Plugins That Can...




✦Ensure a solid user experience for our clients

Sunday, June 3, 12




✦Minimize confusion and potential for blowing #$% ̂up

Sunday, June 3, 12




✦Minimize confusion and potential for blowing #$% ̂up

✦Build our client’s personality into the site aka (brand it up!)

Sunday, June 3, 12

White Label CMS


http://wordpress.org/extend/plugins/white-label-cms/

Sunday, June 3, 12



White Label CMS


The Pros


Sunday, June 3, 12



White Label CMS


✦Easily Modify Elements in back-end such as login logo and footer information

The Pros


Sunday, June 3, 12



White Label CMS



✦Users can login via /login instead of /wp-admin

The Pros


Sunday, June 3, 12



White Label CMS




✦Easily hide non-essential menus from end-users

The Pros


Sunday, June 3, 12



White Label CMS





✦Ability to brand the back end for our clients

The Pros


Sunday, June 3, 12



White Label CMS






The Pros The Cons


Sunday, June 3, 12



White Label CMS






The Pros✦Removing menus and dashboard

widgets is somewhat limited

The Cons


Sunday, June 3, 12



White Label CMS






The Pros✦Removing menus and dashboard

widgets is somewhat limited

✦Focuses on the Editor Role, no role management

The Cons


Sunday, June 3, 12




Are You Ready to Brand Stuff?

Sunday, June 3, 12


BEHOLD!!!!

Are You Ready to Brand Stuff?

Sunday, June 3, 12

White Label CMS


White Label CMS


Change the login logo

Sunday, June 3, 12

White Label CMS


White Label CMS


Change the admin logo

Sunday, June 3, 12

White Label CMS


Change Dashboard logo and heading

Change the admin logo

Sunday, June 3, 12

White Label CMS



Sunday, June 3, 12

White Label CMS



And of course, change your footer logo

Sunday, June 3, 12

Justin Tadlock’s Members Plugin


http://wordpress.org/extend/plugins/members/

Sunday, June 3, 12





The Pros


Sunday, June 3, 12





✦ Simple, elegant and thorough plugin for managing roles and capabilities for WordPress Users

The Pros


Sunday, June 3, 12






✦ Easily create user roles and modify their capabilities

The Pros


Sunday, June 3, 12







✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles

The Pros


Sunday, June 3, 12








The Pros The Cons


Sunday, June 3, 12








The Pros✦ Nada. I love this plugin!

The Cons


Sunday, June 3, 12









✦ Okay, just one grievance...

The Cons


Sunday, June 3, 12









✦ Okay, just one grievance...

✦ Can be tricky to track down user capabilities for certain plugins, thus making it harder to target them

The Cons


Sunday, June 3, 12



Custom Roles & Capabilities for Users




What do we wanna do?

Sunday, June 3, 12



✦ Assigned a role of ‘Grand Puba’


Sunday, June 3, 12



✦ Assigned a role of ‘Grand Puba’

✦ Disabled ability to mess with Plugins


Sunday, June 3, 12

Finely Controlling Your Client’s WordPress Experience




Adminimize

Sunday, June 3, 12



Adminimize

✦ Single page management for hiding menus, meta boxes and more

✦ Easy to define what user roles have access to which information

✦ Ability to add custom elements to exclude form client’s sight.

Pros

Sunday, June 3, 12



Adminimize

Sunday, June 3, 12



Adminimize

✦ UI is a bit overwhelming

✦ Doesn’t always include options to exclude menus for new plugins you might install

Cons

Sunday, June 3, 12



Adminimize

Sunday, June 3, 12



Adminimize Advanced Access Manager

Sunday, June 3, 12




✦ Includes Roles and Capabilities built-in. Don’t really need Members plugin

✦ Slightly better UI than Adminimize

✦ Provides ability to re-order menu

✦ Manage what widgets are visible to end-users

Pros

Sunday, June 3, 12




Sunday, June 3, 12




✦ Easy to lock yourself out of WordPress if you’re not careful

✦ Can’t add your own elements to control access to.

✦ Has been buggy in the past

Cons

Sunday, June 3, 12




Sunday, June 3, 12

Resource Links n’ Stuff




Membershttp://wordpress.org/extend/plugins/members/

Sunday, June 3, 12





Adminimizehttp://wordpress.org/extend/plugins/adminimize/


Sunday, June 3, 12

http://wordpress.org/extend/plugins/adminimize/






Advanced Access Managerhttp://wordpress.org/extend/plugins/advanced-access-manager/



Sunday, June 3, 12

http://wordpress.org/extend/plugins/advanced-access-manager/








Advanced Access Managerhttp://wordpress.org/extend/plugins/advanced-access-manager/



White Label CMShttp://wordpress.org/extend/plugins/white-label-cms/

Sunday, June 3, 12









Honorable Mention


Honorable Mention


Train Your Users to Train Themselves

Sunday, June 3, 12

Honorable Mention


WP101http://www.wp101.com/


Sunday, June 3, 12

http://www.wp101.com/


Honorable Mention


Video User Manualshttp://www.videousermanuals.com/

WP101http://www.wp101.com/


Sunday, June 3, 12

http://www.videousermanuals.com/

http://www.videousermanuals.com/




You Made it to the End! Huzzah!

Sunday, June 3, 12



Remeber that bonus I talked about?

Sunday, June 3, 12



https://github.com/digisavvy/wcoc-2012-pluginNeat-o Functionality Plugin


Sunday, June 3, 12

https://github.com/digisavvy/wcoc-2012-plugin



Any Questions?


https://github.com/digisavvy/wcoc-2012-pluginNeat-o Functionality Plugin


Sunday, June 3, 12



Roll the Credits & Resources


✦Brandon Dove and Jeffrey Zinn and

the WCOC 2012 Team.

✦Bill Erickson — billerickson.net

✦10up.com

✦wp.smashingmagazine.com

✦My fellow OCWPeers. You guys

rock!

✦wp.tutsplus.com

✦Stephen Carroll and DesktopServer

✦ Justin Tadlock’s Members Plugin —

http://justintadlock.com/archives/2009/09/17/members-wordpress-plugin

✦ Advanced Access Manager —


✦ White Label CMS — http://wordpress.org/extend/plugins/white-label-cms/

✦ Adminimize — http://wordpress.org/extend/plugins/

adminimize/

Sunday, June 3, 12

















Wcoc preso

Technology

Transcript of Wcoc preso