A client's guide: using your WordPress CMS
As your company grows and develops, it is important to keep your website content fresh, relevant and engaging. You may want to post news updates, change the copy on a page or simply delete a post.
In order to make these changes easier for you to perform, we develop websites using WordPress or Drupal. These are much more user-friendly, as you can change many elements of your website without having to learn a line of code. This means you can continually and easily update your website long after we have built it – your website content is not fixed, so remains relevant as your company grows and develops.
Websites traditionally have a front and back end. The front-end is what a user sees on their browser whilst the back-end is where the website manager can make changes. In this guide we will provide instructions on how to perform some common tasks in the back-end of your website.
However, if you are still unsure about how to proceed or if you are wondering how to perform a task that we haven’t covered here, then do please get in touch or navigate to your PDF guide. We will also update this guide to align with any CMS updates.
Overview and logged in
You should see the following page:
Enter your username and password and click log-in. If successful, you will be taken to the WordPress Dashboard, which is your view of the back-end of the website. We have numbered all of the functions you will need to use in order to manage content.
Add a new article
We recommend that you write your posts directly in the editor, rather than pasting them in from another program (such as Microsoft Word) – this will avoid accidentally copying in styling from a word processor. You can save posts as drafts if you want to revisit them before publishing.
To add an image within the post, scroll the cursor to the position where you would like the image inserting, click on Add Media which will open the media library. You can then either select an image currently in the library by scrolling, clicking the image and then insert into post. Alternatively if you want to insert a new image, click on the upload files tab, then either drag an image into the grey panel or click Select files, select the file you wish to upload which will then upload it to the media library. Again select the image and insert into post.
Edit an existing article
You will be redirected to the editor for that article, edit the fields as you would those of a new post. You can preview your changes before updating the post by clicking the ‘Preview changes’ button.
To delete it permanently view Posts in the Trash and select ‘Delete permanently’.
View and edit pages
On the dashboard, selecting All Pages will take you to an overview of every page on your website. To edit a page, hover over it and select ‘Edit’ from the list of options that appears. You will be taken to the page editor. From here you can make your changes.
Click Upload Files to add a new picture to your page, then drag in the file from your computer or click Select Files to find it on your device. When your image has finished uploading, check the settings you want and click Insert into page to add it into the field.
We don’t recommend editing the Appearance or Settings for your website, either using the WordPress CMS or directly editing the code files available.
This guide will give you enough direction on changing the content of your website. We don’t recommend editing or amending any files unless you are confident to do so.
Please be aware that some changes you make may be irreversible without dedicated support from our team. If you are unsure then we are happy to help with any queries, just get in touch.