WordPress User Manual for Clients

Changing Site Title, Description and Admin Email

On the left navigation bar, go to Settings -> General. From there you can change the Site Title, Site Description and the Site Admin Email Address. Changing the Site Title won’t change the text on the web pages, it will only change the title on your browser.

However, you can also overwrite the Site Description Pages -> All Pages -> Home, Under Yoast SEO -> Edit Snippet -> Meta Description.

How to add/edit users

On the left navigation bar, go to Users -> Add New. Enter the required fields like Username, Email and Role and click Add New User. The user will then receive an email about the new account. They will receive their username and a link to reset their password in the email.

The commonly used roles are:
1. Administrator: To add/edit pages and posts, change website settings, add/remove plugins, access Google Analytics and all other functions.
2. Author/Editor/Contributor: Allow them to add/edit pages and posts, but don’t allow them to access or change other website settings.

To edit the users, go to Users -> All Users. Click on the user you want to edit and update the details.

How to upload medias and larger files through FTP (Image size limit)

You can upload any media (images, videos, PDF files) to the Media section by selecting Media -> Add New. Make sure the width of the image is not more than 2000px otherwise it will take longer for the pages to load. Also, check the maximum upload filesize for the website in the upload box.

It is not advisable to upload anything larger than that because it will slow down the website but if you need to upload any PDFs or videos that are larger then you need to do it through FTP.

How to upload files through FTP

Download Filezilla from https://filezilla-project.org (Filezilla Client)

Enter the following to the top bar:
Host: (website URL without http://)
UserName: (FTP username)
PassWord: (FTP password)
If you get the ‘unknown certificate’ warning, just click Next.
If you are logging in the second time, just click the arrow down next to Quickconnect and click your website URL

Go to the public_html folder, then in the public_html folder, create a new folder and drop your files into that folder. The link of the media will be http://websiteurl.com/foldername/documentname.pdf

How to add/edit new posts

Go to Posts -> Add New. Add the title, content, featured image or any other required fields. If the website has different categories, make sure the categories are set, then click Publish.

To edit them, go to Posts -> All Posts. Click on the article you want to edit and update the details.

How to add a page

To add a page, simple go to Page -> Add New. Enter the title, content and then click Publish.

When adding content, make sure the Visual/Text tab is set to visual, then make use of the icon buttons to add any headings, medias (images, pdf and videos) and other types of formatting.

You can set the parent to any other pages so the website link can be http://websiteurl.com/parent/pagetitle. However, this doesn’t mean it will be automatically added as dropdown on the main menu. To add the page as a dropdown option, see the section below.

By default, the Default Template will be used. If you wish to have a custom design, you can choose other templates on the dropdown list. You will need to seek advice if none of the templates on the dropdown list suits your needs.

How to add a page to the main menu/footer tab

To add the page to the main menu/footer, go to Appearance -> Menus. Select the dropdown next to ‘Select a menu to edit:’.

Choose ‘Header’ for the top menu, ‘Footer’ for footer menu. The names of the menu may vary. Then, add any page you want to add to the menu, then drag it to the right location. The indentation on the left indicates sub pages.

How to change the slides using Master Slider plugin

Go to Master Slider, then select the slider you want to edit. You can either Add Slide to add a new slide, or change the background image of a slide. You can change the slide duration to make it faster or longer.

You can also add video or external link so when the user clicks on the slide, it will play a video or redirects to a new page. To do so, simply click on the ‘Video and Link’ tab, then add the external link URL or video embed src.

How to add/edit galleries using Events Gallery plugin

Go to Album Gallery -> Add Album Gallery. Enter the title. Then add gallery images under Choose Gallery Images. If needed, assign to any categories. Click Publish.

To edit them, go to Album Gallery -> Album Gallery. Click on the gallery you want to edit and update it.

To add the galleries to pages, copy the shortcode of the gallery under Album Gallery -> Album Gallery, then go to Pages -> All Pages. Click on the page you want to add the gallery. Paste the shortcode to the content, where you want the shortcode to be.

How to add contact forms using Contact Form 7

Go to Contact -> Add New. Give the form a title.

Pick the fields you want to add from the list of tabs above the textbox.

Give the field a unique name, you can replace the default name with something that is meaningful to you, the other fields are not compulsory. Fill up default value and tick use this text as the placeholder of the field if you want to add a label inside the field.

Once you add all the fields you need, you need to add the Submit button for the form to work.

Once saved, copy the shortcode given below the form title and paste it anywhere you want.

Note: if you wish to edit the forms, the existing forms might have some HTML code in there to match the design. Seek professional advice if you need to update them.

How to check contact form entries using Contact Form 7 Submissions plugin

Go to Contact -> Submissions. Click on the entries you want to view.

How to display more/less posts/pages in one page

Click on ‘Screen Options’ under your username.

Look for pagination and increase/decrease the number, then click Apply.

How to check website performance using GADWP

If you wish to check the performance of your website, go to Dashboard -> Home. You will see the Google Dashboard somewhere on the page. You can drag it to somewhere that is easier for you to access. Pick the items you want to view under ‘Last 30 Days’ and ‘Sessions’ to see the statistics for different categories.

How to change metadata/meta description of the page/post using Yoast SEO

Go to Posts -> All Posts or Posts -> All Pages. Click on the post/page you wish to edit. Then under Yoast SEO, click Edit Snippet, then change the SEO title or meta description and click Update. The green/orange/red bar indicates the SEO strength of the title/description. You can find more explanation below the snippet editor.

Explain plugins

Plugins are widely used in WordPress to add extra functionalities to websites such as social media share, galleries, carousels, SEO, contact form and security. They are created by third parties and regularly release updates. Updates are usually released to strengthen the security of websites and fix bugs. However, it is not advisable to update WordPress or the plugins without programming knowledge because the updates might not be compatible with the website settings and will cause the website to crash. A full website backup (including files and database) should be done before updating the website. It is recommended to seek professional advice before updating plugins.

You can activate plugins only when you need to use them. When deactivating plugins, make sure they are not used anywhere on the website to avoid breaking any functionalities in the website. Once activated, the plugin will usually add an extra tab on the left navigation bar so you can change the settings from the menu.

About Wordfence Security plugin

Wordfence has been configured to protect the website from being hacked such as locking out login failures and enforcing strong passwords. No maintenance is required. Upgrading it to premium will add extra security features to the website but it is not compulsory.