In order to get the most from your website, it’s important to invest time in keeping it up to date and fresh. That means reflecting the latest service information, products and news for visitors. User roles help manage this.
When I hand your finished website over, it’s ready to go and you have a handy sheet detailing all of the logins for your staff members as we discussed during development. But did you know it’s easy to manage all of the user profiles on your website yourself?
When a new employee joins or somebody leaves you’ll need to add or remove them from your website. This article will show you how. Don’t forget – the Basic Documentation provided with your website explains this and much more in an equally easy to understand set of instructions.
How to manage user profiles on your website
- First, log into your website’s management panel. That’ll be easily located at <www.yoursite.com/wp-admin/>. Enter your personal administration details to log in here.
- Look on the left side of your screen. You’ll spot an option called ‘Users’. Click it.
- You are now looking at a list of all your current user profiles. If you have an online store, you may see customers information here too.
- From here, proceed to one of the instruction sets below depending on what you need to do.
Adding a new user
- Click the ‘Add New’ button on the top of the view you are looking at next to the Users title.
- Complete the form by adding the details requested for the user you are adding to your site. That’s username, email address, name, your website address, language, password and role (more on that below).
- Click ‘Add New User’. The account is created, the user is notified and can now log in and perform tasks according to their assigned user role.
Deleting an existing user
- From the Users panel hover over the user profile you wish to delete.
- Click the red ‘Delete’ to remove the user’s profile. You are presented with two options: remove all of the content they posted, or the safer option, to attribute it to another user. This changes the ‘posted by’ name against any blog posts or other. This is safer than removing all of the content that the user worked on which could be lost if you choose the first option.
- Choose ‘Confirm Deletion’. The user is now removed and can no longer log-in to your websites back-end.
Changing user’s details or role
- From the Users screen, hover over the user you wish to change the role of. Click ‘Edit’.
- You can change any detail of the users account here. Click ‘Update Profile’ to commit changes to the website and the user’s account.
- To change the role specifically, look for the ‘Role’ section. They are explained below in detail.
- To save changes to a user’s role, click ‘Update Profile’.
User Roles Explained
Not all people who need access to your website need access to every feature. For example, your marketing staff may only need permission to manage your sites blog, but not other user profiles – this could be reserved for your IT staff. Find out more about each role by clicking on the hyperlinked titles to see more on the WordPress.org website.
- Administrator – somebody who has access to all the administration features within a single site.
- Editor – somebody who can publish and manage posts including the posts of other users.
- Author – somebody who can publish and manage their own posts.
- Contributor – somebody who can write and manage their own posts but cannot publish them.
- Subscriber – somebody who can only manage their profile.
You may have additional roles created by special features of your website, relating to managing a booking system or online store. If so, please refer to your Basic Documentation for these features which have more detail on the special roles they create for your website.
Need further assistance with user roles?
Clients of Shane Bunting Websites are able to get in touch for further assistance or to arrange One-to-One Training sessions for you or your employees. Please get in touch today for help with your website’s users or anything else. Additional support may incur a charge.