Sharing WordPress Access with Your Blog Designer

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posted on: January 5, 2018

You are working with a designer on a custom theme, or something went wrong with your premade theme. You need to share WordPress access with your designer. What’s the most appropriate and secure way?

WordPress lets you create an unlimited number of users so that you can create separate accounts for your designer, contributor, and virtual assistant. Your username and password are just for you. No one else needs to know your WordPress login details. You shouldn’t be temporarily changing passwords as you give access. With this method, you can create a temporary user account for your designer and delete it whenever you want.

Setting Up a New User Account

If you are unfamiliar with WordPress user accounts, check out this post. I’ve explained the different user levels, which is helpful if you have contributors.

  1. Go to Add New in the Users section of Your WordPress dashboard.
  2. Enter the following information:
    • Username: Select a username for your designer. It cannot be changed later. Typically, I like to use the same structure for all my users like “first name last name.”
    • Email: Enter you designer’s email address.
    • First Name and Last Name (optional): Enter the individual’s full name. I always complete these because I’m a little OCD.
    • Website (optional): Enter the designer’s website.
    • Password: Select Show Password to generate a high-quality password. I don’t recommend changing this password. In most cases, your designer will reset this password when they get the user notification.
    • Send User Notification: Keep this box checked, so your designer receives an email with the login details. They will be able to sign in to your site through this notification.
    • Role: Select a role for your designer. In 99% of cases, your designer needs to be an Administrator. If you are creating a profile for a different member of your team, select the appropriate level. You don’t want to give Administrative access to everyone on your team.

How to Add a New User in WordPress

Deleting User Accounts

I talked about this the other day with removing users. However, if you only want someone to have temporary access to your site, you can delete their profile when you are done with the engagement.

  1. Go to All Users under Users. You will see all the users for your site.
  2. Hover over the user you want to delete, and select Delete. If the user is currently logged in, you will not see the delete option.
  3. If there are any posts, pages, or other content associated with that user, you will see a screen saying “Delete All Content” or “Attribute All Content to:.” You want to select “Attribute All Content to:” to a different user.
  4. Click Confirm Deletion to delete the account permanently.

As a designer, I prefer to have access to my clients’ blogs after our engagement. If bug pops up, I can troubleshoot it immediately. If the client has any questions, I can give them relevant screenshots directly. I realize this is a personal preference with my clients, so if they want to end my access after the engagement, I completely understand that!

You might also like WordPress Security Mistakes and WordPress Quick Edit to Manage Posts. Want more WordPress tutorials? Check out these posts! If you have a question, leave a comment below!

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