Hello there! Glad to have you as a part of the Simple Client Dashboard community ? Getting started is super simple and can be summarized in three steps:

1. Install and activate the Simple Client Dashboard plugin
2. Assign the new Admin user role to your client’s WordPress account.
3. Customize the permissions set in the Simple Client Dashboard settings (Premium plugin only!)

Video Walkthrough

1. Install and Activate the Simple Client Dashboard Plugin

First thing, you’ll need to upload the zip file for the Simple Client Dashboard plugin to your WordPress website.

Download Premium Simple Client Dashboard Plugin

Download the zip file for the premium plugin from your account or the purchase confirmation email.

After your purchase, you’ll get a link to download the zip file via email. You can also click the link to download it at the bottom of the Purchase Confirmation screen.

If you can’t find the email with the zip file included, please feel free to log in to your Simple Client Dashboard account here on the site. You’ll be able to download the zip file under the Downloads tab.

Install and Activate the Plugin on Your WordPress Site

In your WordPress admin dashboard, go to Plugins > Add New, then choose Upload Plugin (toward the top left) and upload the zip file.

2. Assign The New Admin User Role

Next, you’ll need to head over to the WordPress Users tab and edit the account for your client.

Under the Roles section, select the new Admin user role option. If previously assigned as the Administrator or Editor, go ahead and remove those roles.

When you’re done, click Update User. This will automatically give your client the default Admin user role permissions in one click!

Comprehensive List of Default Admin Permissions

WordPress Dashboard Restrictions

Restrict access to only the features and functions they need to manage their site – without breaking it!

Appearance Menu

Restrict ability to install, update, switch, edit or delete themes but allow the user to edit theme options such as widgets, menus, and the Customizer.

Plugins Menu

Hide or Remove the WordPress Plugins menu. Restrict ability to install, activate, update, edit and delete plugins.

Settings Menu

Hide or Remove the WordPress Settings menu.

Tools Menu

Hide or Remove the WordPress Tools menu.

Users Menu

Restrict permissions to list, create, edit, and delete WordPress Users.

WordPress Core Updates

Disable WordPress Core Updates.

Advanced Custom Fields / ACF

Hide ACF menu and settings, including definitions, rules, and fields.

Custom Post Types

Restrict ability to create Custom Post Types.

Contact Form 7

Restrict the ability to create new forms, delete forms, and edit forms but allow the user to view submissions.

Draw Attention

Restrict ability to add Draw Attention images.

Easy Digital Downloads / EDD

Allow users to manage products, manage customer payments, manage reports & sales data, and/or manage settings.

Five Star Business Profile and Scheme

Hide business profile settings.

Gravity Forms

Restrict the ability to create new forms, delete forms, and preview forms but allow the user to edit forms and view submissions.

Jetpack

Hide the Jetpack stats.

LearnDash

Restrict permissions to edit courses, assignments, groups and the group leader.

Ninja Forms

Restrict the ability to import and export forms, manage settings or extensions, and view the system status but allow the user to edit forms and view submissions.

Redirection

Remove permission to manage URL redirection settings.

Simple Custom CSS

Hide option to add CSS.

SiteGround Optimizer

Hide the Optimizer settings menu.

Slider Revolution

Restrict access to the Slider Revolution menu.

SolidWP

Hide SolidWP menus and settings.

Sucuri Scanner

Hide security scan information.

TablePress

Hide the TablePress Options screen but allow the user to show, edit, import and export TablePress content.

The Events Calendar

Restrict the user’s ability to manage and delete events, venues, and organizers.

WooCommerce

Hide the settings but allow the user to edit & view products, coupons, or orders, allow the user to view reports.

Wordfence

Hide the Wordfence Dashboard Widget

WP All Import

Remove ability to use WP All Import Settings Menu.

Yoast SEO

Hide Yoast SEO settings menu and hide the SEO meta box when editing pages/posts.

Third-Party Plugin Limitations

Restrict their capabilities and permissions just enough to make sure no unexpected problems arise as they begin working on their website.

Don’t see the plugin you’re looking for? Send us a message!

If you want to customize the permissions a bit further, you can go to the next step.

3. Customize Admin Permissions (Premium Plugin Only)

Using the Simple Client Dashboard interface, you can take the customization of the Admin role even further. Go to Settings > Simple Client Dashboard tab to access the Admin permission settings.

Go through the available tabs within the interface and review all the permissions associated with the different areas of your WordPress website. Like the Plugin settings, Themes, Users, and the variety of individual plugins (ex. Gravity Forms).

The permission customization interface is only available for the premium versions of Simple Client Dashboard.

The post Simple Client Dashboard Pro Setup appeared first on Simple Client Dashboard.

Client-Proof Gravity Forms means giving your client an advanced permission setup that would prevent them from adjusting important and critical settings such as addon integration feeds or deleting entire forms while still giving them some freedom to view their entries or edit their forms.

Essentially, give your clients access to Gravity Forms submissions without hearing these dreaded words:

• “I accidentally deleted a field, help!”
• “What happened to all the form submissions? I just changed one thing.”
• “That beautiful form you set up looks broken after I tried to update it myself.”

Give your clients the specific Gravity Forms access they need

Simple Client Dashboard has been designed to integrate with Gravity Forms and allows you to set up a new role called “Admin” for your client. The free version of Simple Client Dashboard will allow your clients to view Gravity Forms entries/submissions but not edit forms or change settings.

Preventing your client from changing Gravity Forms is a simple way to avoid potential problems.

The Pro version of Simple Client Dashboard allows you to pick and choose custom settings for your client. You can control how much power the Admin user has. For example, you could:

• Prevent clients from creating new Gravity Forms
• Prevent clients from editing or deleting existing forms
• Allow clients to view Gravity Forms submissions and control whether they can edit form entries, add notes to entries, or export form data
• Prevent clients from changing Gravity Forms settings
• Prevent clients from seeing when Gravity Forms updates are available – useful if you have a lot of custom code/styling surrounding your Gravity Forms implementation

The settings page in the Simple Client Dashboard plugin allows you to quickly customize Gravity Forms access for your client’s specific needs. Gravity Forms is just one of the popular plugins we’ve integrated with.

Simple Client Dashboard also includes integrations for Yoast SEO, Advanced Custom Fields, Contact Form 7, and more. Visit the Simple Client Dashboard plugin page for more information and screenshots. Freelancer, Business, and Agency Licenses are available.

The post Client-Proofing Gravity Forms with Simple Client Dashboard appeared first on Simple Client Dashboard.