Learn How to Create Client Dashboard in Wordpress Step by Step

Reason to Create Client Dashboard in WordPress

Being a WordPress Support expert, you will find clients that are not familiar with WordPress. They have no coding skills with CSS, HTML or WordPress language.

While creating a custom dashboard for clients, you may deliver them with a lean WordPress interface and increased functionality. It is going to enhance client pleasure which helps to bring more work. Your clients will need less help that'll also save your time. Let's analyze on how to quickly create a client dashboard in WordPress. I will move you via various methods in here. You can choose how you need to personalize based on your client's demands.

Step # 1 - Hide or Cover-up Unwanted Admin Menus

When making a website for your clients, you can use various plugins, custom post types, WordPress themes free and other resources. Most of these resources will include their personal menu products in the WordPress Dashboard Fixer. It will also generate custom widgets in the main Dashboard panel, and bring links in the site. As an outcome seems a bit unpleasant.

Those clients who have not worked with WordPress these extra things create the dashboard more challenging.

Let's get started creating a client dashboard by cleaning the mess. For doing that you'll have to download and then activate the plugin Adminimize. After activating this plugin, go to Settings -> Adminimize page to set up this plugin.

You will find several admin areas from the settings page. Pressing an area will grow it, and you'll have a choice with the selections for this specific part.

You will be capable of showing or disguise something outlined under an area for various tasks. Test every item before concealing it as this can impact on your client's power to work with their site.

Step # 2 - WordPress Dashboard as White Label

The Adminimize plugin covers many solutions to manage the look of your WordPress dashboard panel. Even so, it doesn't have possibilities to disguise the branding Emergency WordPress Support and white labels in the admin dashboard. White labels consist of changing the logo of WordPress by a custom logo, modifying the footer admin section, display or hide objects from menus and more.

Initially, you need to download and activate the plugin for White Label Content management system. After activating this plugin, go to Settings -> White Label CMS page to manage plugin configurations.

The configurations page is split into various parts. You are able to press on a segment to flourish and look at its options. Many selections in this plugin are also offered in Adminimize plugin. If you have disguised those selections before, you'll be able to bypass them. For a detailed explanation and support of the plugin, you can refer to the official page.

Step # 3 - Changing The Look of WordPress Dashboard

WordPress includes a couple of admin colors that people can adjust using their profiles. You are able to put one color as normal or default for first-time customers. You can even make a custom color plan for yourself.

To another level download WordPress admin themes. You can find these WordPress themes as plugins that you will be able to install to improve the look of admin area of WordPress.

Step # 4 - Put Beneficial Options in creating Client Dashboard

While providing projects for your clients, you'll see that lots of them have related inquiries. Including a support or reference area in WordPress, client dashboard will enable your solution to those concerns and save your time used in offering help. The easiest way to include a support part is by installing and activating the WordPress Support plugin. After activating the plugin, it will include a new 'Posting Support' menu item in the admin bar of WordPress Support Agency. Pressing on you will be access to setting page.

The area shown in the publishing help will be empty because you have not built any support options still. Don't wait and press the 'Add New' button to build one.

You can also make your support or help document such as you would make a WordPress post or page.

WordPress Help plugin works by using custom post type for documents, and they are ordered like pages. You can also make child documents or parent and to get them organized.

Moreover, you can also synchronize documents from a different WordPress website. Which enables you to work with the similar documentation for all your client projects.

Step # 5 - Creating Widgets as Custom Dashboard

Dashboard widgets are the first elements users look at when they log into the admin area of 24x7 WordPress Support. This will be the finest place to point your clients to the perfect path by including your personal custom dashboard widgets. The following is a basic widget code of dashboard which you can use for a starting place. You'll have to put this code in functions.php file of your theme or in a plugin site-specific.

add_action('wp_dashboard_setup', 'my_custom_dashboard_widgets');

function my_custom_dashboard_widgets() {

global $wp_meta_boxes;

wp_add_dashboard_widget('custom_help_widget', 'Theme Support', 'custom_dashboard_help');

}

function custom_dashboard_help() {

// Content you want to show inside the widget

echo '

Welcome to Custom Blog Theme! Need help? Contact the developer here.

';

}

These five-step helps you create a meaningful dashboard for your clients.

If you like this do not forget to comment for further motivation.

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