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Introduction

First login to the CMS via the address provided when your website was handed over, using the username and password provided at the same time. This will take you to the CMS home page and depending on the type of site you have will present you with some snippets of information such as whether there are updates pending, orders placed, comments left and so on.

The administration area may appear to have a somewhat overwhelming amount of options available, however in reality you will almost certainly only use a small selection of these, which we have outlined in the various guides provided. A brief overview of where various tasks are carried out is as follows, more information on each section can be found within the relevant guides.

  • Dashboard: This is where you were taken when you first logged in, so the CMS home page.
  • Posts: Here is where you add, edit, delete and generally manage your blog posts (if you are using a blog).
  • Pages: In this section you add, edit, delete and manage the informational page content. So if for instance you have a “home”, “about” and “contact “ page on your website then the content for those pages will be found here.
  • Comments: If you are using a blog and have comments activated then you can manage them here. This includes removing, approving and editing them.
  • Appearance > Menus: Here you manage the various navigation menus that you have on your site (typically you will have at least one for the top/main navigation and one footer one). This area should only be accessed if you are adding new pages or sub-pages to your site.
  • Appearance > Widgets: Throughout your site you may have portions that appear the same on each page, for instance contact details in the header of each page or a “quick enquiry” form on the side of each page. As these site elements are not page-specific (i.e. they appear the same on one or more pages) they are usually converted into “widgets”. These are found and edited within this part of the CMS.
  • Users: Here you can view, edit and remove all registered users on the site (including yourself). For example if you have another member of staff that you wish to give access to, you can create them a new account/login to use. Then any changes made to posts or pages will be internally flagged with their username.
  • Tools > Backups: Here you will find the tool to action a complete backup of your website and database. This is covered in the “Updating your CMS” guide.
  • Settings > Discussion: If you have a blog activated on your site then you can manage (at a site-wide level) how comments are managed. This includes closing comments once a post is X days old, requiring users to be logged in before they can post comments, requiring approval from you before any comments are visible on the site.

The above sections are the bare minimum that you would see included with your CMS but it is entirely likely that you have some more site-specific features that are not covered here (or in any standard guide). In those cases you will be provided with direct guidance when the website is handed over.

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