Website Guide
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Navigating the Admin Area

There’s a lot going on in the back end of your website! We’ll go over the basics of how to get around and make sense of what you’re looking at.


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Your view of the admin area may vary slightly from what we describe. Every site build is unique, and sometimes options are added or removed based on your website's features and functionalities.

Dashboard

When you first log in, you’ll likely land on the dashboard page. This is a simple page that may display a welcome by WordPress or something else. You can dismiss these items or change what shows up on this page by clicking Screen Options at the top right of the page.

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There is a handy widget on your Dashboard with reminders about support options in case you get stuck or need to reach out for help!

Posts

If your website has a blog or utilizes posts for things like resources, insights, etc., this is where they will be managed. 

Media

This is where you’ll upload images, files, and links to your website so that they can be used in blog posts or on pages of your website. 

Featured Images

When we set up your website, we will use this space to define featured images that will be used as defaults when someone shares your website via an app like Facebook that includes some kind of image as part of the preview. 

Forms

This is where Gravity Forms will live in your admin area. You can go to this tab to make changes to the forms that appear on your website or to view the entries of any submitted forms. 

Pages

All the pages that exist on your website will be found in the Pages tab. You’ll be able to edit those pages with Elementor through this tab, or you can make changes to the settings for those pages, such as:

  • Changing the URL
  • Adjusting SEO settings
  • Excluding a page from search results
  • Changing the featured image for a page

Comments

This tab will only be enabled if you have a blog with comments or a WooCommerce store with reviews. You’ll be able to see all the comments and manage them if needed.

Elementor

In this tab, you’ll be able to add integrations and more.

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We don't recommend you open this tab or make any changes unless you are certain of the changes you want to make. These settings have been carefully defined during our setup of your site. Changing them can have unintended consequences.

Templates

There are two views available in this area: Elementor’s view and WordPress’ table view, but both versions will show you the same thing. You’ll be able to see the different templates that are on your site, as well as your popups.

If you click on Theme Builder under Templates on the sidebar, you’ll see a different view of these components (global header, global footer, search results, 404, etc.). You can click on Switch to table view to get back to WordPress’ default display.

Appearance

Themes are found under this tab. We carefully set up your child theme when we built your site, so you likely won’t want to make any changes here.

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Caution: We suggest staying out of this tab, for the most part. Unless you have set up a staging site and have a plan for making changes on your own, don’t utilize this area.

Plugins

This is where any plugins used for the functionality of your site will be managed.

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For more about plugins, see Best Practices for Plugins and Themes

Users

This is where you can manage the users that have access to your site. This area is covered in more detail in How to Add and Remove Users

Tools

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Caution: We recommend staying out of this tab as these items are sensitive and require knowledge to use and change. 

The only item you may need from this tab is the CDN Cache Purge, which can also be found in the top toolbar. We recommend using the toolbar rather than the Tools tab. In the toolbar, hover over CDN Cache and click Purge Everything. This will be used when you have made changes and need them to propagate across the entirety of your website. 

Settings

This tab is where you will find things like:

  • Permalinks
  • Your website’s name
  • Your tagline
  • Time settings

We have carefully set these items when we built your website, so you likely won’t need to change any of them. However, there is one area that can be useful, and that is Search Exclude. This is where you can see the pages of your site that are excluded from the search feature on your site (note: these are not pages excluded from a Google search, only a search run using the toolbar on your website).

SEO

This will vary by site, but every site will have some version of an SEO tab. We will have set this up during your site build, but you can use it to manage your SEO settings. Things you may want to explore and change in this tab include:

  • Redirects
  • Advanced settings for social media
 
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Can’t find something you’re looking for? Get in touch with support to find out right where it is for your website. You can find your support contact info on the Dashboard.

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