Simple Client Dashboard Pro

Set up access for a client handover

Install Simple Client Dashboard on the client’s WordPress site. The additional visitor role named Admin is then available with little to no setup. Assign it to the client or webmaster, review its permissions in the editing interface, and configure Pro controls for supported third-party plugins.

The Admin role sits between WordPress’s default Administrator and Editor roles. Clients and webmasters can use assigned functions, while access to selected options and functions that could affect the wider site can be limited. The free Simple Client Dashboard add-on delivers the role editing interface; Pro adds more detailed controls for popular third-party extensions.

Choose which dashboard areas to conceal

Depending on its configured permissions, the Admin role can hide these WordPress areas:

• The Settings menu.
• The Plugins menu.
• The Tools menu.
• The Users menu.
• The Appearance > Editor tab.

It can also disable these actions:

• Installing themes.
• Switching themes.
• Using the WordPress Core Updates button.

These settings limit access to selected configuration areas and website-wide actions, such as installing or switching a theme.

Configure access in supported plugins

Pro controls can shape what the Admin role sees or does in selected third-party plugins:

• Advanced Custom Fields: Hide the ACF menu and settings, including definitions, rules, and fields.
• Custom Post Types: Restrict the ability to make Custom Post Types.
• Contact Form 7: Restrict creating, deleting, and editing forms while allowing the Admin role to view submissions.
• Draw Attention: Restrict the ability to add Draw Attention images.
• Easy Digital Downloads: Select access to management of products, customer payments, reports and sales data, and settings.
• Five Star Business Profile and Scheme: Hide business profile settings.
• Gravity Forms: Restrict creating, deleting, and previewing forms while allowing selected editing and submission access.

This setup is intended for freelancers, agencies, and webmasters handing over day-to-day site management. Adjust the role’s permissions as the client’s responsibilities change.