WordPress Content Management: The Basics

January 12, 2021

Congratulations on launching your site! Now what? It’s important to understand the bare bones basics of WordPress in order to fully understand how your site lives and breathes. This blog post will cover essential terminology to ensure your WP content entry experience is smooth sailing.

WordPress is a Content Management System (CMS), meaning that it has an admin dashboard that is non-tech friendly. It gives you the ability to control most of the content on your site, such as copy and images, so your development team can focus on bigger changes to your source code.

User Permissions

You may want to limit the amount of access some of your teammates have to your site, and be able to track who is making which changes. That’s why it’s important that anyone who needs access to your site has a User Account with appropriate permissions.

WordPress allows you to assign users to be super admins, administrators, editors, authors, contributors, or subscribers. These roles are differentiated by what they can add, edit, and delete. For a full in-depth diagram on user permissions, check out this user permissions infographic.

Adding/removing users:

To add a new user, click on “add new” and fill in credentials. Next, choose a role from the drop-down menu and click add user to save. 

To remove a user, go to the “users” tab and hover over the user and hit “delete.” To change their role, click “edit” under the user and scroll down to “role.” Select the desired role in the dropdown and scroll down to “update user” to save.

Themes & Page Builders

Themes are good to use for sites that don’t need a lot of customization. They are great for fast builds and WordPress has an array of options to fit your needs. You can then go on to build templates within your selected theme. Themes affect the design of the entire site, whereas templates are specific to single pages.

Page builders are an option to consider if you want more flexibility in customizing your site. In WordPress, page builders can be added on as a plugin or as a component of a theme. Page builders allow you to to design and structure pages with minimal effort and limited technical knowledge. They have become a popular tool and there are a lot of different options to choose from.

Using an Existing Template

A template is a page layout within a theme. You can apply templates to different pages in the WordPress editor. Templates can give you flexibility for how pages look within a theme and provide structure as to where certain page elements are located.

To create a new page, navigate to the left sidebar and select “pages” and then “add new.” This will take you to a blank new page where you can select the parent page (if applicable) and template you want to use. You can then begin entering content.

The process is the same for creating new posts, except you would hit “posts” on the left sidebar instead of “pages.”

Using a Page Builder

To use the page builder module, go to page attributes in the right sidebar and select “flex,” or desired template. This will allow you to fill your page with content using the page builder.

There will be an option to add a row and this will show a drop-down of options to choose from. These options will contain slots to insert links, images, text, etc. You can preview what the page will look like after you insert your content by hitting “preview” in the right sidebar.

You can reorder the blocks by hovering over them and dragging them above or below other blocks. You also have the option to set a featured image in the right sidebar. Featured images (also sometimes called Post Thumbnails) are images that represent an individual Post, Page, or Custom Post Type.

Using a WYSIWYG

WYSIWYG (pronounced wiz-E-wig) stands for “what you see is what you get”! It’s a page editor, similar to what you would experience with a Document Editor, and is a quick way to add formatting such as bold, italics, underlining, H1, H2, bullets, links, left justified, right justified, images, etc. This editor can be found at the top of the WYSIWYG content block. It enables you to edit content without needing to know HTML code. If you want to edit theme files or change theme styling, you would still need a developer for those types of changes.

Troubleshooting Pages & Posts

If you cannot see the “Page Attributes” box on the right side of the page to select a template, expand the “screen options” box on the upper right-hand corner of the page and make sure you have “page-attributes” checked.

Saving and Publishing

When you create a page or post, you have the option to save it as a draft, pending review, or publish it. This can all be controlled in the right-hand corner, as pictured below.

Draft: Use this if your page or post is not complete and you would like to come back to it to make more edits.

Pending Review: Use this if a post or page is created and needs to be approved by another user before it can be published.

Publish: Use this once the post or page is ready to go live to the public. Always make sure to hit the update button to save any changes after the page has been published.

NO TOUCHY!

Appearance, plugins, tools, settings, custom fields, and options should be left for our developers to modify, since any changes in these areas will impact multiple areas of your website! If you have a fjorge Managed Services Plan and need a change to your site that you cannot do on your own, please submit a ticket and our Managed Services team can help.

Happy WordPressing!

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