CSTLdesign News

How to Build a Private Custom Help System for WordPress Clients

If you build or maintain WordPress sites for clients, then one of the challenges you’ve probably faced is that they often need help or reminders about how to do certain things.

To complicate that even further, you may have to build instruction pages specific to their particular site.

Of course you’re going to want finding those pages to be as easy as possible, but you probably don’t want those pages visible to the public.

These solutions below are at least a few ways you can solve those challenges.

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Making Pages Private

For a few of these solutions below, your private content will need to reside somewhere.

Out of the box, WordPress lets you easily create private pages (or posts) simply by checking the “Private” box in the publishing panel on the right-hand side of your editing screen.

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And so you can build as many of those pages as you need, and that should solve the problem of where to put your content.

But while you can easily build private pages, the challenge is making it easy for your clients to find those pages when they need them.

And so we’ll need to move onto some of the other solutions for that.

Build a Custom Admin Page

One nice option is to use a plugin called WP Admin Custom Page.

This plugin lets you build a backend admin page and place anything you like on it. It then places a menu item the Dashboard menu section near the top of the page.

While you could put instructions on this page itself, if you have a fair amount instructions, then it may be better create different sections on different private pages (as mentioned before), and make this new admin page a table of contents to those different pages.

The plugin gives you an HTML editor to work with.

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When published, the page you created shows up in the back end like another admin page, along with the newly created menu item.

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Once you have everything set up, tell your clients to simply access that page if they get stuck.

Add Admin Menu Items

Another solution could be the Add Menu Editor plugin.

After building your support pages and making them private, with this plugin you can add more admin menu items to whatever you like (i.e. those private pages you built).

You can add items in a group (as pictured below), or you can add single menu items.

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Use Private Menus

Yet another menu solution is to use a plugin called Nav Menu Roles, which allows you to put private menus on the front end of the site.

Once again, if you set up private pages for instruction, you can then put menus wherever you like on the front end of the site, but you can control who gets to see them – i.e. make them only visible to your client.

As you can see in the settings here, you can control the visibility of a menu item by role or by logged in/logged out users.

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These menus will only appear for those you’ve chosen.

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A similar solution would be to put a custom menu in a widget, and then restrict who sees that widget. We went over that in a previous post, which you can see here.

Don’t Leave Clients in the Dark

Of course the more info/help you give clients right on their site, the less they will be contacting you. Also key, of course, is making that info easy to find.

Teaching, saving time, making it easy — all these things are value adds that make you more valuable.

Photo credit: Lali Masriera