Slides: digisavvy.com/wcoc-2012




                Controlling User
               Access in WordPress
 A practical overview of keeping clients happy and preventing #$%^& from getting broken




        Alex Vasquez, DigiSavvy, inc.
        @alexjvasquez
        digisavvy.com
        ocwp.org
Sunday, June 3, 12
What You Should Know About Me.




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
             I’m Alex Vasquez. Hi!




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency
 I’ve been building sites for over 10 years




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency
 I’ve been using WordPress for just over 3 years




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency
     And According to Sprout Social...




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency
     Chicks between 35 and 44 think I’m hot!




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What You Should Know About Me.
                      I Run a Digital
                     Marketing Agency
     Chicks between 35 and 44 think I’m hot!




                                                        PROOF!
  Alex Vasquez - Controlling User Access in WordPress            @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?
    K Aargh! (a love story)




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?
    K Aargh! (a love story)

    L Managing the Experience Not the Control




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?
    K Aargh! (a love story)

    L Managing the Experience Not the Control

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




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?
    K Aargh! (a love story)

    L Managing the Experience Not the Control

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

    e Branding the Back End for Your Client



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
What’s on the Agenda?
    K Aargh! (a love story)

    L Managing the Experience Not the Control

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

    e Branding the Back End for Your Client

    ? Question and Answer Time
  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Aargh!



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Aargh!
               How Many of You Give Admin Access to Your
                  Clients When You Hand a Site Over?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.
  Any of this sound familiar?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.
  Any of this sound familiar?

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




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.
  Any of this sound familiar?

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

  ✦ My site is le broken!!!




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
To give or not to give clients admin access...
                 It’s a pretty good question.
  Any of this sound familiar?

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

  ✦ My site is le broken!!!

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




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
It’s not about
                managing access.
               It’s about managing
                   the experience.

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


  Alex Vasquez - Controlling User Access in WordPress     @alexjvasquez - digisavvy.com
Sunday, June 3, 12
How much rope should we give to our clients?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
How much rope should we give to our clients?



                     It’s really up to you.



  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Empowering Our Clients




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




  Alex Vasquez - Controlling User Access in WordPress                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Empowering Our Clients
  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...




  Alex Vasquez - Controlling User Access in WordPress                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Empowering Our Clients
  Things to consider...                            I want to give my clients a little
                                                   bit more than what the Editor
   ✦ How will your client use their awesome
       WordPress site?                             Role allows, but far less than
                                                   what the Admin role provides...




  Alex Vasquez - Controlling User Access in WordPress                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Empowering Our Clients
  Things to consider...                            I want to give my clients a little
                                                   bit more than what the Editor
   ✦ How will your client use their awesome
       WordPress site?                             Role allows, but far less than
   ✦ Is it okay if they download and install any
                                                   what the Admin role provides...
       plugin?




  Alex Vasquez - Controlling User Access in WordPress                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Empowering Our Clients
  Things to consider...                            I want to give my clients a little
                                                   bit more than what the Editor
   ✦ How will your client use their awesome
       WordPress site?                             Role allows, but far less than
   ✦ Is it okay if they download and install any
                                                   what the Admin role provides...
       plugin?

   ✦ Does your client really need that admin
       access?




  Alex Vasquez - Controlling User Access in WordPress                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started




  Alex Vasquez - Controlling User Access in WordPress    @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started
  Ways we can create a useful experience for our clients




  Alex Vasquez - Controlling User Access in WordPress    @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started
  Ways we can create a useful experience for our clients

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




  Alex Vasquez - Controlling User Access in WordPress         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started
  Ways we can create a useful experience for our clients

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

  ✦ Removing unnecessary menus and
      Widgets.




  Alex Vasquez - Controlling User Access in WordPress         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started
  Ways we can create a useful experience for our clients

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

  ✦ Removing unnecessary menus and
      Widgets.

  ✦ Make the client the “star” of their site




  Alex Vasquez - Controlling User Access in WordPress         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Let’s Get Started
  Ways we can create a useful experience for our clients

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

  ✦ Removing unnecessary menus and
      Widgets.

  ✦ Make the client the “star” of their site

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




  Alex Vasquez - Controlling User Access in WordPress         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Tools of the Trade




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




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Tools of the Trade
  Ways we can create a useful experience for our clients

                                                    “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




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Tools of the Trade
  Ways we can create a useful experience for our clients

  ✦ Useful Functions                                “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




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Tools of the Trade
  Ways we can create a useful experience for our clients

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




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Tools of the Trade
  Ways we can create a useful experience for our clients

  ✦ Useful Functions                                “A good user experience isn’t
                                                    necessarily that far removed
  ✦ Awesome Plugins
                                                    from a poor user experience. It
  ✦ Special Bonus... So, uh, stick                  can be small, subtle
      around                                        differences that can have a
                                                    huge impact.”
                                                    — Nathaniel Boehm




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Programmatically
                        Speaking...


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Simple and easily implemented functions to
       help modify the appearance of your admin.




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




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

       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' );




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

       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' );




  Alex Vasquez - Controlling User Access in WordPress                         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Preventing End-Users from Editing
       Important Stuff Like Theme and Plugin Files
                      in the Admin




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Preventing End-Users from Editing
       Important Stuff Like Theme and Plugin Files
                      in the Admin
        // Disable the theme / plugin text editor in Admin
            define('DISALLOW_FILE_EDIT', true);




  Alex Vasquez - Controlling User Access in WordPress        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Preventing End-Users from Editing
       Important Stuff Like Theme and Plugin Files
                      in the Admin
        // Disable the theme / plugin text editor in Admin
            define('DISALLOW_FILE_EDIT', true);

                     Before




  Alex Vasquez - Controlling User Access in WordPress        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Preventing End-Users from Editing
       Important Stuff Like Theme and Plugin Files
                      in the Admin
        // Disable the theme / plugin text editor in Admin
            define('DISALLOW_FILE_EDIT', true);

                     Before                                          After




  Alex Vasquez - Controlling User Access in WordPress        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Removing Unnecessary Menus




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




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Removing Unnecessary Menus
                                                        Before
   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' );




  Alex Vasquez - Controlling User Access in WordPress            @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Removing Unnecessary Menus
                                                        Before              After
   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' );




  Alex Vasquez - Controlling User Access in WordPress            @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Creating a Useful Dashboard Widget




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Creating a Useful Dashboard Widget

       This chunk of code gives us...
        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><strong>Launch Date:</strong> May 2012</li>
                 <li><strong>Developed by:</strong> DigiSavvy</li>
                 <li><strong>Hosting Provider</strong>: Hostgator</li>
                 <li>Need help? Contact the DigiSavvy Team <a href="mailto:info@digisavvy.com">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:<strong> 855-344-7289</strong></li>
                         </ul>';
        }




  Alex Vasquez - Controlling User Access in WordPress                                                                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Useful Info for Clients Once You’ve Handed
               the Site Over to Them
       A dashboard widget that looks like this...




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Useful Info for Clients Once You’ve Handed
               the Site Over to Them
       A dashboard widget that looks like this...




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Further Reading & Resources




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




  Alex Vasquez - Controlling User Access in WordPress           @alexjvasquez - digisavvy.com
Sunday, June 3, 12
For Those of Us Who Don’t Like Playing
                     Around With Functions.php...




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
For Those of Us Who Don’t Like Playing
                     Around With Functions.php...


  There’s a Plugin for That!


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
We Need Plugins That Can...




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
We Need Plugins That Can...
         ✦ Ensure a solid user experience for our clients




  Alex Vasquez - Controlling User Access in WordPress       @alexjvasquez - digisavvy.com
Sunday, June 3, 12
We Need Plugins That Can...
         ✦ Ensure a solid user experience for our clients

         ✦ Minimize confusion and potential for blowing #$%^ up




  Alex Vasquez - Controlling User Access in WordPress             @alexjvasquez - digisavvy.com
Sunday, June 3, 12
We Need Plugins That Can...
         ✦ Ensure a solid user experience for our clients

         ✦ Minimize confusion and potential for blowing #$%^ up

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




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


     The Pros




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


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




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


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

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




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


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

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

     ✦ Easily hide non-essential menus
         from end-users




  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


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

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

     ✦ Easily hide non-essential menus
         from end-users

     ✦ Ability to brand the back end for
         our clients

  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


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

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

     ✦ Easily hide non-essential menus
         from end-users

     ✦ Ability to brand the back end for
         our clients

  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


     The Pros                                           The Cons
     ✦ Easily Modify Elements in back-                  ✦ Removing menus and dashboard
         end such as login logo and footer               widgets is somewhat limited
         information

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

     ✦ Easily hide non-essential menus
         from end-users

     ✦ Ability to brand the back end for
         our clients

  Alex Vasquez - Controlling User Access in WordPress                        @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
                               http://wordpress.org/extend/plugins/white-label-cms/


     The Pros                                           The Cons
     ✦ Easily Modify Elements in back-                  ✦ Removing menus and dashboard
         end such as login logo and footer               widgets is somewhat limited
         information
                                                        ✦ Focuses on the Editor Role, no
     ✦ Users can login via /login instead                role management
         of /wp-admin

     ✦ Easily hide non-essential menus
         from end-users

     ✦ Ability to brand the back end for
         our clients

  Alex Vasquez - Controlling User Access in WordPress                         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Are You Ready to Brand Stuff?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Are You Ready to Brand Stuff?



                                BEHOLD!!!!


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
   Change the
   login logo




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
    Change the
    admin logo




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
    Change the
    admin logo



       Change
     Dashboard
      logo and
       heading


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS




       Change
     Dashboard
      logo and
       heading


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
White Label CMS
    And of course,
     change your
     footer logo


       Change
     Dashboard
      logo and
       heading


  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                               http://wordpress.org/extend/plugins/members/




  Alex Vasquez - Controlling User Access in WordPress                         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                               http://wordpress.org/extend/plugins/members/

      The Pros




  Alex Vasquez - Controlling User Access in WordPress                         @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                   http://wordpress.org/extend/plugins/members/

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




  Alex Vasquez - Controlling User Access in WordPress                             @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                   http://wordpress.org/extend/plugins/members/

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

      ✦ Easily create user roles and modify their
          capabilities




  Alex Vasquez - Controlling User Access in WordPress                             @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                      http://wordpress.org/extend/plugins/members/

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

      ✦ Easily create user roles and modify their
          capabilities

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




  Alex Vasquez - Controlling User Access in WordPress                                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                      http://wordpress.org/extend/plugins/members/

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

      ✦ Easily create user roles and modify their
          capabilities

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




  Alex Vasquez - Controlling User Access in WordPress                                @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                      http://wordpress.org/extend/plugins/members/

      The Pros                                            The Cons
      ✦ Simple, elegant and thorough plugin for           ✦ Nada. I love this plugin!
          managing roles and capabilities for
          WordPress Users

      ✦ Easily create user roles and modify their
          capabilities

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




  Alex Vasquez - Controlling User Access in WordPress                                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                      http://wordpress.org/extend/plugins/members/

      The Pros                                            The Cons
      ✦ Simple, elegant and thorough plugin for           ✦ Nada. I love this plugin!
          managing roles and capabilities for
          WordPress Users                                 ✦ Okay, just one grievance...

      ✦ Easily create user roles and modify their
          capabilities

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




  Alex Vasquez - Controlling User Access in WordPress                                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Justin Tadlock’s Members Plugin
                                      http://wordpress.org/extend/plugins/members/

      The Pros                                            The Cons
      ✦ Simple, elegant and thorough plugin for           ✦ Nada. I love this plugin!
          managing roles and capabilities for
          WordPress Users                                 ✦ Okay, just one grievance...

      ✦ Easily create user roles and modify their         ✦ Can be tricky to track down user
          capabilities                                       capabilities for certain plugins, thus making
                                                             it harder to target them
      ✦ Create special user roles that have
          capabilities that don’t fit neatly within
          predefined WordPress User Roles




  Alex Vasquez - Controlling User Access in WordPress                                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users
  What do we wanna do?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users
  What do we wanna do?
   ✦ Assigned a role of ‘Grand Puba’




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users
  What do we wanna do?
   ✦ Assigned a role of ‘Grand Puba’

   ✦ Disabled ability to mess with Plugins




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users
  What do we wanna do?
   ✦ Assigned a role of ‘Grand Puba’

   ✦ Disabled ability to mess with Plugins




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Custom Roles & Capabilities for Users
  What do we wanna do?
   ✦ Assigned a role of ‘Grand Puba’

   ✦ Disabled ability to mess with Plugins




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                           WordPress Experience
      Adminimize
       Pros
  ✦ 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.




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize
       Cons
  ✦ UI is a bit overwhelming

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




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize                                        Advanced Access Manager




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize                                        Advanced Access Manager
                                                        Pros
                                                    ✦ 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




  Alex Vasquez - Controlling User Access in WordPress                              @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize                                        Advanced Access Manager




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize                                        Advanced Access Manager
                                                        Cons
                                                    ✦ 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




  Alex Vasquez - Controlling User Access in WordPress                              @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Finely Controlling Your Client’s
                         WordPress Experience
      Adminimize                                        Advanced Access Manager




  Alex Vasquez - Controlling User Access in WordPress               @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Resource Links n’ Stuff




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Resource Links n’ Stuff



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




  Alex Vasquez - Controlling User Access in WordPress                  @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Resource Links n’ Stuff



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

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




  Alex Vasquez - Controlling User Access in WordPress                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Resource Links n’ Stuff



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

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


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

  Alex Vasquez - Controlling User Access in WordPress                   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Resource Links n’ Stuff
                                        White Label CMS
                     http://wordpress.org/extend/plugins/white-label-cms/

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

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


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

  Alex Vasquez - Controlling User Access in WordPress                       @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Honorable Mention




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Honorable Mention

                     Train Your Users to Train Themselves




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Honorable Mention

                     Train Your Users to Train Themselves
                                                WP101
                                          http://www.wp101.com/




  Alex Vasquez - Controlling User Access in WordPress             @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Honorable Mention

                     Train Your Users to Train Themselves
                                                WP101
                                          http://www.wp101.com/


                                     Video User Manuals
                                   http://www.videousermanuals.com/




  Alex Vasquez - Controlling User Access in WordPress                 @alexjvasquez - digisavvy.com
Sunday, June 3, 12
You Made it to the End! Huzzah!




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
You Made it to the End! Huzzah!
                     Remeber that bonus I talked about?




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
You Made it to the End! Huzzah!
                     Remeber that bonus I talked about?
                            Neat-o Functionality Plugin
                 https://github.com/digisavvy/wcoc-2012-plugin




  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
You Made it to the End! Huzzah!
                     Remeber that bonus I talked about?
                            Neat-o Functionality Plugin
                 https://github.com/digisavvy/wcoc-2012-plugin


                      Any Questions?

  Alex Vasquez - Controlling User Access in WordPress   @alexjvasquez - digisavvy.com
Sunday, June 3, 12
Roll the Credits & Resources
       ✦ Brandon Dove and Jeffrey Zinn and              ✦ Justin Tadlock’s Members Plugin —
           the WCOC 2012 Team.                            http://justintadlock.com/archives/2009/09/17/
       ✦ Bill Erickson — billerickson.net                 members-wordpress-plugin
                                                        ✦ Advanced Access Manager —
       ✦ 10up.com
                                                          http://wordpress.org/extend/plugins/advanced-
       ✦ wp.smashingmagazine.com                          access-manager/
       ✦ My fellow OCWPeers. You guys                   ✦ White Label CMS — http://wordpress.org/extend/

           rock!                                          plugins/white-label-cms/
                                                        ✦ Adminimize — http://wordpress.org/extend/plugins/
       ✦ wp.tutsplus.com
                                                          adminimize/
       ✦ Stephen Carroll and DesktopServer




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

More Related Content

PDF
Performance
PDF
WPSecurity best practices of securing a word press website
PPTX
Website security
PDF
Owasp for dummies handouts
 
PPTX
Sucuri Webinar: Beginner's Guide to CDNs
PDF
RUNNING A SECURITY CHECK FOR YOUR WORDPRESS SITE
PPTX
Sucuri Webinar: How to Optimize Your Website for Best Performance
Performance
WPSecurity best practices of securing a word press website
Website security
Owasp for dummies handouts
 
Sucuri Webinar: Beginner's Guide to CDNs
RUNNING A SECURITY CHECK FOR YOUR WORDPRESS SITE
Sucuri Webinar: How to Optimize Your Website for Best Performance

Viewers also liked (20)

KEY
CSI: WordPress -- Getting Into the Guts
PDF
WordPress per giornalisti freelance
KEY
Future of wordpress in Nashville
PPTX
Social SEO For Business
KEY
Zazzy WordPress Navigation WordCamp Milwaukee
PDF
Cain & Obenland — Episode 4
PDF
WordPress APIs
PPTX
WordPress as a CMS
PDF
WordCamp Seattle 2011 Presentation
PPTX
Website Security - It Begins With Good Posture
PPTX
Less js-&-wp
PDF
Using Web Fonts in WordPress
PDF
Simplicity
PDF
Child Theme Frameworks
KEY
Developing for Success -or- Any Fool Can Do This
PDF
Miglioriamo le performance di wordpress
PDF
Design and Development Techniques for Accessibility: WordCamp Tampa 2015
PPTX
Debugging common errors in WordPress by Steve Mortiboy
PDF
Como oferecer boas experiências online com a criação de sites de qualidade - ...
PDF
L’ascesa della geolocalizzazione. Perché mapperemo sempre di più e come lo fa...
CSI: WordPress -- Getting Into the Guts
WordPress per giornalisti freelance
Future of wordpress in Nashville
Social SEO For Business
Zazzy WordPress Navigation WordCamp Milwaukee
Cain & Obenland — Episode 4
WordPress APIs
WordPress as a CMS
WordCamp Seattle 2011 Presentation
Website Security - It Begins With Good Posture
Less js-&-wp
Using Web Fonts in WordPress
Simplicity
Child Theme Frameworks
Developing for Success -or- Any Fool Can Do This
Miglioriamo le performance di wordpress
Design and Development Techniques for Accessibility: WordCamp Tampa 2015
Debugging common errors in WordPress by Steve Mortiboy
Como oferecer boas experiências online com a criação de sites de qualidade - ...
L’ascesa della geolocalizzazione. Perché mapperemo sempre di più e come lo fa...
Ad

Recently uploaded (20)

PDF
Transform Your ITIL® 4 & ITSM Strategy with AI in 2025.pdf
PDF
ENT215_Completing-a-large-scale-migration-and-modernization-with-AWS.pdf
PPTX
The various Industrial Revolutions .pptx
PDF
Univ-Connecticut-ChatGPT-Presentaion.pdf
PDF
DP Operators-handbook-extract for the Mautical Institute
PPT
What is a Computer? Input Devices /output devices
PDF
A Late Bloomer's Guide to GenAI: Ethics, Bias, and Effective Prompting - Boha...
PDF
Enhancing emotion recognition model for a student engagement use case through...
PDF
Five Habits of High-Impact Board Members
PDF
sustainability-14-14877-v2.pddhzftheheeeee
PPTX
Web Crawler for Trend Tracking Gen Z Insights.pptx
PDF
How ambidextrous entrepreneurial leaders react to the artificial intelligence...
PDF
STKI Israel Market Study 2025 version august
PPTX
MicrosoftCybserSecurityReferenceArchitecture-April-2025.pptx
PDF
Assigned Numbers - 2025 - Bluetooth® Document
PPTX
O2C Customer Invoices to Receipt V15A.pptx
PPT
Geologic Time for studying geology for geologist
PPTX
Tartificialntelligence_presentation.pptx
PPTX
Benefits of Physical activity for teenagers.pptx
PPTX
Group 1 Presentation -Planning and Decision Making .pptx
Transform Your ITIL® 4 & ITSM Strategy with AI in 2025.pdf
ENT215_Completing-a-large-scale-migration-and-modernization-with-AWS.pdf
The various Industrial Revolutions .pptx
Univ-Connecticut-ChatGPT-Presentaion.pdf
DP Operators-handbook-extract for the Mautical Institute
What is a Computer? Input Devices /output devices
A Late Bloomer's Guide to GenAI: Ethics, Bias, and Effective Prompting - Boha...
Enhancing emotion recognition model for a student engagement use case through...
Five Habits of High-Impact Board Members
sustainability-14-14877-v2.pddhzftheheeeee
Web Crawler for Trend Tracking Gen Z Insights.pptx
How ambidextrous entrepreneurial leaders react to the artificial intelligence...
STKI Israel Market Study 2025 version august
MicrosoftCybserSecurityReferenceArchitecture-April-2025.pptx
Assigned Numbers - 2025 - Bluetooth® Document
O2C Customer Invoices to Receipt V15A.pptx
Geologic Time for studying geology for geologist
Tartificialntelligence_presentation.pptx
Benefits of Physical activity for teenagers.pptx
Group 1 Presentation -Planning and Decision Making .pptx
Ad

Wcoc preso

  • 1. Slides: digisavvy.com/wcoc-2012 Controlling User Access in WordPress A practical overview of keeping clients happy and preventing #$%^& from getting broken Alex Vasquez, DigiSavvy, inc. @alexjvasquez digisavvy.com ocwp.org Sunday, June 3, 12
  • 2. What You Should Know About Me. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 3. What You Should Know About Me. I’m Alex Vasquez. Hi! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 4. What You Should Know About Me. I Run a Digital Marketing Agency Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 5. What You Should Know About Me. I Run a Digital Marketing Agency I’ve been building sites for over 10 years Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 6. What You Should Know About Me. I Run a Digital Marketing Agency I’ve been using WordPress for just over 3 years Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 7. What You Should Know About Me. I Run a Digital Marketing Agency Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 8. What You Should Know About Me. I Run a Digital Marketing Agency And According to Sprout Social... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 9. What You Should Know About Me. I Run a Digital Marketing Agency Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 10. What You Should Know About Me. I Run a Digital Marketing Agency Chicks between 35 and 44 think I’m hot! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 11. What You Should Know About Me. I Run a Digital Marketing Agency Chicks between 35 and 44 think I’m hot! PROOF! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 12. What’s on the Agenda? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 13. What’s on the Agenda? K Aargh! (a love story) Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 14. What’s on the Agenda? K Aargh! (a love story) L Managing the Experience Not the Control Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 15. What’s on the Agenda? K Aargh! (a love story) L Managing the Experience Not the Control U Adjusting How End-Users Use WordPress with Functions and Plugins Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 16. What’s on the Agenda? K Aargh! (a love story) L Managing the Experience Not the Control U Adjusting How End-Users Use WordPress with Functions and Plugins e Branding the Back End for Your Client Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 17. What’s on the Agenda? K Aargh! (a love story) L Managing the Experience Not the Control U Adjusting How End-Users Use WordPress with Functions and Plugins e Branding the Back End for Your Client ? Question and Answer Time Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 18. Aargh! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 19. Aargh! How Many of You Give Admin Access to Your Clients When You Hand a Site Over? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 20. To give or not to give clients admin access... It’s a pretty good question. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 21. To give or not to give clients admin access... It’s a pretty good question. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 22. To give or not to give clients admin access... It’s a pretty good question. Any of this sound familiar? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 23. To give or not to give clients admin access... It’s a pretty good question. Any of this sound familiar? ✦ What the heck are all these update notifications I’m seeing? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 24. To give or not to give clients admin access... It’s a pretty good question. Any of this sound familiar? ✦ What the heck are all these update notifications I’m seeing? ✦ My site is le broken!!! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 25. To give or not to give clients admin access... It’s a pretty good question. Any of this sound familiar? ✦ What the heck are all these update notifications I’m seeing? ✦ My site is le broken!!! ✦ My client did something that caused me to lose time... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 26. It’s not about managing access. It’s about managing the experience. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 27. 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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 28. How much rope should we give to our clients? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 29. How much rope should we give to our clients? It’s really up to you. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 30. Empowering Our Clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 31. 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... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 32. Empowering Our Clients 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... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 33. Empowering Our Clients Things to consider... I want to give my clients a little bit more than what the Editor ✦ How will your client use their awesome WordPress site? Role allows, but far less than what the Admin role provides... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 34. Empowering Our Clients Things to consider... I want to give my clients a little bit more than what the Editor ✦ How will your client use their awesome WordPress site? Role allows, but far less than ✦ Is it okay if they download and install any what the Admin role provides... plugin? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 35. Empowering Our Clients Things to consider... I want to give my clients a little bit more than what the Editor ✦ How will your client use their awesome WordPress site? Role allows, but far less than ✦ Is it okay if they download and install any what the Admin role provides... plugin? ✦ Does your client really need that admin access? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 36. Let’s Get Started Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 37. Let’s Get Started Ways we can create a useful experience for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 38. Let’s Get Started Ways we can create a useful experience for our clients ✦ Modify Admin Menus order and context so that it has more meaning for our client i.e. posts vs. articles. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 39. Let’s Get Started Ways we can create a useful experience for our clients ✦ Modify Admin Menus order and context so that it has more meaning for our client i.e. posts vs. articles. ✦ Removing unnecessary menus and Widgets. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 40. Let’s Get Started Ways we can create a useful experience for our clients ✦ Modify Admin Menus order and context so that it has more meaning for our client i.e. posts vs. articles. ✦ Removing unnecessary menus and Widgets. ✦ Make the client the “star” of their site Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 41. Let’s Get Started Ways we can create a useful experience for our clients ✦ Modify Admin Menus order and context so that it has more meaning for our client i.e. posts vs. articles. ✦ Removing unnecessary menus and Widgets. ✦ Make the client the “star” of their site ✦ Does the client really need to change their theme? That’ll be the day! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 42. Tools of the Trade Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 43. 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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 44. Tools of the Trade Ways we can create a useful experience for our clients “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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 45. Tools of the Trade Ways we can create a useful experience for our clients ✦ Useful Functions “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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 46. Tools of the Trade Ways we can create a useful experience for our clients ✦ Useful Functions “A good user experience isn’t necessarily that far removed ✦ Awesome Plugins from a poor user experience. It can be small, subtle differences that can have a huge impact.” — Nathaniel Boehm Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 47. Tools of the Trade Ways we can create a useful experience for our clients ✦ Useful Functions “A good user experience isn’t necessarily that far removed ✦ Awesome Plugins from a poor user experience. It ✦ Special Bonus... So, uh, stick can be small, subtle around differences that can have a huge impact.” — Nathaniel Boehm Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 48. Programmatically Speaking... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 49. Simple and easily implemented functions to help modify the appearance of your admin. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 50. 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. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 51. 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. 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' ); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 52. 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. 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' ); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 53. Preventing End-Users from Editing Important Stuff Like Theme and Plugin Files in the Admin Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 54. Preventing End-Users from Editing Important Stuff Like Theme and Plugin Files in the Admin // Disable the theme / plugin text editor in Admin define('DISALLOW_FILE_EDIT', true); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 55. Preventing End-Users from Editing Important Stuff Like Theme and Plugin Files in the Admin // Disable the theme / plugin text editor in Admin define('DISALLOW_FILE_EDIT', true); Before Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 56. Preventing End-Users from Editing Important Stuff Like Theme and Plugin Files in the Admin // Disable the theme / plugin text editor in Admin define('DISALLOW_FILE_EDIT', true); Before After Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 57. Removing Unnecessary Menus Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 58. 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' ); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 59. Removing Unnecessary Menus Before 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' ); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 60. Removing Unnecessary Menus Before After 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' ); Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 61. Creating a Useful Dashboard Widget Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 62. Creating a Useful Dashboard Widget This chunk of code gives us... 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><strong>Launch Date:</strong> May 2012</li> <li><strong>Developed by:</strong> DigiSavvy</li> <li><strong>Hosting Provider</strong>: Hostgator</li> <li>Need help? Contact the DigiSavvy Team <a href="mailto:info@digisavvy.com">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:<strong> 855-344-7289</strong></li> </ul>'; } Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 63. Useful Info for Clients Once You’ve Handed the Site Over to Them A dashboard widget that looks like this... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 64. Useful Info for Clients Once You’ve Handed the Site Over to Them A dashboard widget that looks like this... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 65. Further Reading & Resources Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 66. 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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 67. For Those of Us Who Don’t Like Playing Around With Functions.php... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 68. For Those of Us Who Don’t Like Playing Around With Functions.php... There’s a Plugin for That! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 69. We Need Plugins That Can... Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 70. We Need Plugins That Can... ✦ Ensure a solid user experience for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 71. We Need Plugins That Can... ✦ Ensure a solid user experience for our clients ✦ Minimize confusion and potential for blowing #$%^ up Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 72. We Need Plugins That Can... ✦ Ensure a solid user experience for our clients ✦ Minimize confusion and potential for blowing #$%^ up ✦ Build our client’s personality into the site aka (brand it up!) Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 73. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 74. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 75. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros ✦ Easily Modify Elements in back- end such as login logo and footer information Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 76. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros ✦ Easily Modify Elements in back- end such as login logo and footer information ✦ Users can login via /login instead of /wp-admin Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 77. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros ✦ Easily Modify Elements in back- end such as login logo and footer information ✦ Users can login via /login instead of /wp-admin ✦ Easily hide non-essential menus from end-users Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 78. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros ✦ Easily Modify Elements in back- end such as login logo and footer information ✦ Users can login via /login instead of /wp-admin ✦ Easily hide non-essential menus from end-users ✦ Ability to brand the back end for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 79. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros The Cons ✦ Easily Modify Elements in back- end such as login logo and footer information ✦ Users can login via /login instead of /wp-admin ✦ Easily hide non-essential menus from end-users ✦ Ability to brand the back end for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 80. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros The Cons ✦ Easily Modify Elements in back- ✦ Removing menus and dashboard end such as login logo and footer widgets is somewhat limited information ✦ Users can login via /login instead of /wp-admin ✦ Easily hide non-essential menus from end-users ✦ Ability to brand the back end for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 81. White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ The Pros The Cons ✦ Easily Modify Elements in back- ✦ Removing menus and dashboard end such as login logo and footer widgets is somewhat limited information ✦ Focuses on the Editor Role, no ✦ Users can login via /login instead role management of /wp-admin ✦ Easily hide non-essential menus from end-users ✦ Ability to brand the back end for our clients Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 82. Are You Ready to Brand Stuff? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 83. Are You Ready to Brand Stuff? BEHOLD!!!! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 84. White Label CMS Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 85. White Label CMS Change the login logo Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 86. White Label CMS Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 87. White Label CMS Change the admin logo Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 88. White Label CMS Change the admin logo Change Dashboard logo and heading Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 89. White Label CMS Change Dashboard logo and heading Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 90. White Label CMS And of course, change your footer logo Change Dashboard logo and heading Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 91. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 92. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 93. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros ✦ Simple, elegant and thorough plugin for managing roles and capabilities for WordPress Users Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 94. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros ✦ Simple, elegant and thorough plugin for managing roles and capabilities for WordPress Users ✦ Easily create user roles and modify their capabilities Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 95. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros ✦ Simple, elegant and thorough plugin for managing roles and capabilities for WordPress Users ✦ Easily create user roles and modify their capabilities ✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 96. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros The Cons ✦ Simple, elegant and thorough plugin for managing roles and capabilities for WordPress Users ✦ Easily create user roles and modify their capabilities ✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 97. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros The Cons ✦ Simple, elegant and thorough plugin for ✦ Nada. I love this plugin! managing roles and capabilities for WordPress Users ✦ Easily create user roles and modify their capabilities ✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 98. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros The Cons ✦ Simple, elegant and thorough plugin for ✦ Nada. I love this plugin! managing roles and capabilities for WordPress Users ✦ Okay, just one grievance... ✦ Easily create user roles and modify their capabilities ✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 99. Justin Tadlock’s Members Plugin http://wordpress.org/extend/plugins/members/ The Pros The Cons ✦ Simple, elegant and thorough plugin for ✦ Nada. I love this plugin! managing roles and capabilities for WordPress Users ✦ Okay, just one grievance... ✦ Easily create user roles and modify their ✦ Can be tricky to track down user capabilities capabilities for certain plugins, thus making it harder to target them ✦ Create special user roles that have capabilities that don’t fit neatly within predefined WordPress User Roles Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 100. Custom Roles & Capabilities for Users Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 101. Custom Roles & Capabilities for Users What do we wanna do? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 102. Custom Roles & Capabilities for Users What do we wanna do? ✦ Assigned a role of ‘Grand Puba’ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 103. Custom Roles & Capabilities for Users What do we wanna do? ✦ Assigned a role of ‘Grand Puba’ ✦ Disabled ability to mess with Plugins Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 104. Custom Roles & Capabilities for Users What do we wanna do? ✦ Assigned a role of ‘Grand Puba’ ✦ Disabled ability to mess with Plugins Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 105. Custom Roles & Capabilities for Users What do we wanna do? ✦ Assigned a role of ‘Grand Puba’ ✦ Disabled ability to mess with Plugins Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 106. Finely Controlling Your Client’s WordPress Experience Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 107. Finely Controlling Your Client’s WordPress Experience Adminimize Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 108. Finely Controlling Your Client’s WordPress Experience Adminimize Pros ✦ 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. Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 109. Finely Controlling Your Client’s WordPress Experience Adminimize Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 110. Finely Controlling Your Client’s WordPress Experience Adminimize Cons ✦ UI is a bit overwhelming ✦ Doesn’t always include options to exclude menus for new plugins you might install Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 111. Finely Controlling Your Client’s WordPress Experience Adminimize Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 112. Finely Controlling Your Client’s WordPress Experience Adminimize Advanced Access Manager Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 113. Finely Controlling Your Client’s WordPress Experience Adminimize Advanced Access Manager Pros ✦ 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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 114. Finely Controlling Your Client’s WordPress Experience Adminimize Advanced Access Manager Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 115. Finely Controlling Your Client’s WordPress Experience Adminimize Advanced Access Manager Cons ✦ 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 Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 116. Finely Controlling Your Client’s WordPress Experience Adminimize Advanced Access Manager Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 117. Resource Links n’ Stuff Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 118. Resource Links n’ Stuff Members http://wordpress.org/extend/plugins/members/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 119. Resource Links n’ Stuff Members http://wordpress.org/extend/plugins/members/ Adminimize http://wordpress.org/extend/plugins/adminimize/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 120. Resource Links n’ Stuff Members http://wordpress.org/extend/plugins/members/ Adminimize http://wordpress.org/extend/plugins/adminimize/ Advanced Access Manager http://wordpress.org/extend/plugins/advanced-access-manager/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 121. Resource Links n’ Stuff White Label CMS http://wordpress.org/extend/plugins/white-label-cms/ Members http://wordpress.org/extend/plugins/members/ Adminimize http://wordpress.org/extend/plugins/adminimize/ Advanced Access Manager http://wordpress.org/extend/plugins/advanced-access-manager/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 122. Honorable Mention Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 123. Honorable Mention Train Your Users to Train Themselves Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 124. Honorable Mention Train Your Users to Train Themselves WP101 http://www.wp101.com/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 125. Honorable Mention Train Your Users to Train Themselves WP101 http://www.wp101.com/ Video User Manuals http://www.videousermanuals.com/ Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 126. You Made it to the End! Huzzah! Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 127. You Made it to the End! Huzzah! Remeber that bonus I talked about? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 128. You Made it to the End! Huzzah! Remeber that bonus I talked about? Neat-o Functionality Plugin https://github.com/digisavvy/wcoc-2012-plugin Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 129. You Made it to the End! Huzzah! Remeber that bonus I talked about? Neat-o Functionality Plugin https://github.com/digisavvy/wcoc-2012-plugin Any Questions? Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12
  • 130. Roll the Credits & Resources ✦ Brandon Dove and Jeffrey Zinn and ✦ Justin Tadlock’s Members Plugin — the WCOC 2012 Team. http://justintadlock.com/archives/2009/09/17/ ✦ Bill Erickson — billerickson.net members-wordpress-plugin ✦ Advanced Access Manager — ✦ 10up.com http://wordpress.org/extend/plugins/advanced- ✦ wp.smashingmagazine.com access-manager/ ✦ My fellow OCWPeers. You guys ✦ White Label CMS — http://wordpress.org/extend/ rock! plugins/white-label-cms/ ✦ Adminimize — http://wordpress.org/extend/plugins/ ✦ wp.tutsplus.com adminimize/ ✦ Stephen Carroll and DesktopServer Alex Vasquez - Controlling User Access in WordPress @alexjvasquez - digisavvy.com Sunday, June 3, 12