Simple Client Dashboard Pro

Set up access for a client handover

Simple Client Dashboard includes an Admin user role for clients and webmasters. The role sits between WordPress’s default Administrator and Editor roles, giving assigned visitors access to needed website capabilities while limiting access to selected options and functions.

The free add-on includes an interface for editing the role. Pro adds more detailed controls for selected third-party plugins.

Choose dashboard areas to restrict

Configured permissions can hide or disable these WordPress areas and controls:

• Hide the Settings, Plugins, Tools, and Users menus.
• Hide the Appearance > Editor tab.
• Disable the theme installation button and theme-switching buttons.
• Disable the WordPress Core Updates button.

Set permissions in supported add-ons

Pro controls let you shape what the Admin role can see or do in supported plugins:

• Advanced Custom Fields: Hide the menu and settings, including definitions, rules, and fields.
• Custom Post Types: Restrict creating Custom Post Types.
• Contact Form 7: Restrict creating, deleting, and editing forms while allowing the role to view submissions.
• Draw Attention: Restrict adding Draw Attention pictures.
• Easy Digital Downloads: Select whether the role can manage products, customer payments, reports and sales data, and settings.
• Five Star Business Profile and Scheme: Hide business profile settings.
• Gravity Forms: Restrict creating, deleting, and previewing forms, with selected editing and submission access available.

Assign and review the role

Install Simple Client Dashboard on the client’s WordPress site. The Admin role then becomes available with little to no setup required. Assign it to the client or webmaster, review its permissions in the editing interface, and configure Pro controls for supported plugins. Adjust permissions as responsibilities change so access matches the work the user needs to do.