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Who Is This Guy?

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Dave Winter

 

life long geek

first WordPress site in 2008

opened design business in 2009

began teaching web design in 2010

first WordPress course in 2013

first Plugin in 2014

I am a UX Designer

Remember When You First Met WordPress?

There was a Learning Process

thefirstproblem

I Learned Those Things By Doing

Chances are, so did you.

Your Clients Want to Learn Them, Too

And, Most of the Time, Everybody’s Happy

Until…

Something Goes Terribly, Terribly Wrong

I’ve had clients accidentally:

 

  • change theme settings
  • delete a plugin
  • install a “bad” plugin
  • change reading settings

 

use the “editor” to add code to functions.php file

– they deleted everything else in that file

oops!

 

 

  

And, if you’re anything like me,

 

your gut feeling tells you to do this…

But, There is a Better Way

User Role Editor


 

 

Create custom user-roles for your clients!

 

change user access

prevent deleted themes

prevent deleted plugins

 works with many 3rd party plugins

Admin Menu Editor

 

 

Hide un-needed menu items from your clients!

 

change menu icons

sort items with drag & drop

create new menu items

move submenu items to different submenu

control menu item access rights

 

(live demo)

This

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 So… Admin Menu Editor lets us

 

add menu items

+

give CSS classes to a menu item

Let’s Take this One Step Further…

 

 

Let’s divide the menu into better sections

 

 

by default, the menu gets pretty long and crowded for larger projects

we can fix this problem…

 

 

 

…we can add a new menu item with a .special class

and style it 

 

 

we’ll enqueue a function that has some CSS in it 

Custom Admin Styles

<?php

// CUSTOM CSS FOR ADMIN PAGES FUNCTION
function admin_menu_styles() {

    // THIS GETS EMBEDDED IN THE <HEAD> OF ALL ADMIN PAGES
    echo '<style type="text/css">
 
        YOUR CSS HERE

    </style>';
}

// MAKE IT HAPPEN
add_action('admin_head', 'admin_menu_styles');

?>

free plugins coming next!

Style the Custom Menu Items We Create

 

 

this plugin already targets the 

.special

 

class we’ll create

 

download my plugin here – dauidus-menu-styles

(live demo)

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It’s the Little Things

 

 

 

Since I’ve started doing this, my “client confusion” rate has dropped significantly

 

That means less time doing tedious tasks and more time being productive!

But, Sometimes Our Clients Still Need Help

And That’s OK… We Can Still Help Them

 

 

 

but, only after we’ve given them a way to help themselves

Custom Instructional Text

Add Post Type Instructions

 

 

Easily add instructions to the “edit” page

 

works in all default metaboxes

helps remind forgetful editors to edit correctly

works with any custom post type

(live demo)

apti

So, Why Change This? It’s Not Broken…

A few reasons here:

 

the default help content doesn’t always apply

if content needs to be entered a certain way, clients need to know how

people like premium features

 

+

 

with just a little bit of work, we can integrate premium features for every client

those premium features can set you apart

Every Little Change Can Make a Huge Difference

Almost There… Almost There…

One More Thing…

We Can Set Content Requirements for Non-Admin Users!

Requirements Checklist

(live demo)

ptrc

done