As WordPress developers/designers, we are tasked with providing a solution that clients can easily use and update on their own. There’s a fine line with regard to the access one gives their clients. A WordPress site is like a Toyota, or a Honda. Low maintenance and easy to run. If the keys are given to the client, a lot of damage can be done and countless hours troubleshooting, wasted money and more. Clients don’t want to be treated like children, and as a developer we want our clients to be happy with the solution provided.

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