wordpress 移动端_如何在WordPress中创建客户端仪表板

wordpress 移动端

Do you want to create a client dashboard in WordPress? A custom dashboard in WordPress can help your clients with resources and shortcuts they need to get started. In this article, we will show you how to create a client dashboard in WordPress without writing any code or affecting client’s ability to update their websites.

您是否要在WordPress中创建客户端仪表板？ WordPress中的自定义仪表板可以为您的客户提供入门所需的资源和快捷方式。 在本文中，我们将向您展示如何在WordPress中创建客户端仪表板而无需编写任何代码或影响客户端更新其网站的能力。

为什么要在WordPress中创建客户端仪表板？ (Why Create a Client Dashboard in WordPress?)

As WordPress solutions provider, you’ll come across clients who haven’t used WordPress before, and they are not familiar with HTML, CSS, or WordPress terminology.

作为WordPress解决方案提供商，您会遇到以前从未使用过WordPress的客户，并且他们不熟悉HTML，CSS或WordPress术语 。

By creating a custom dashboard for clients, you can provide them with a lean WordPress interface and improved usability.

通过为客户创建自定义仪表板，您可以为他们提供精简的WordPress界面并提高可用性。

It will improve client satisfaction which leads to more repeat work. Your clients will need less support which will also save you time.

这将提高客户满意度，从而导致更多重复工作。 您的客户将需要更少的支持，这也可以节省您的时间。

That being said, let’s take a look at how to easily create a client dashboard in WordPress.

话虽如此，让我们看一下如何轻松地在WordPress中创建客户端仪表板。

We will walk you through different steps in the process. You can decide how much you want to customize depending on your client’s requirements.

我们将引导您完成此过程中的不同步骤。 您可以根据客户的需求决定要自定义的数量。

1.隐藏不必要的管理菜单 (1. Hide Unnecessary Admin Menus)

While building a website for your clients, you may use different WordPress plugins, custom post types, WordPress page builders, and other tools. Many of these tools will add their own menu items in the WordPress admin bar, create custom widgets in the admin dashboard, and add links in the toolbar.

在为客户建立网站时，您可以使用不同的WordPress插件 ， 自定义帖子类型 ， WordPress页面构建器和其他工具。 其中许多工具将在WordPress管理栏中添加自己的菜单项，在管理控制台中创建自定义小部件，并在工具栏中添加链接。

The end result looks a bit messy. For a client who has never used WordPress these additional items make the dashboard look more complicated than it needs to.

最终结果看起来有点混乱。 对于从未使用过WordPress的客户，这些其他项使仪表板看起来比需要的更为复杂。

Let’s start creating a client dashboard by cleaning up the clutter.

让我们通过清理混乱来开始创建客户端仪表板。

To do that you will need to install and activate the Adminimize plugin. For more details, see our step by step guide on how to install a WordPress plugin.

为此，您将需要安装并激活Adminimize插件。 有关更多详细信息，请参阅有关如何安装WordPress插件的分步指南。

Upon activation, you need to visit Settings » Adminimize page to configure the plugin.

激活后，您需要访问设置»管理页面以配置插件。

You will see different admin sections listed on the settings page. Clicking on a section will expand it, and you will see the options for that particular section.

您会在设置页面上看到不同的管理部分。 单击某个部分将其展开，您将看到该特定部分的选项。

You can show or hide any item listed under a section for different user roles. Carefully review each item before hiding it as this may affect your client’s ability to use their website.

您可以显示或隐藏针对不同用户角色的部分下列出的任何项目。 在隐藏之前，请仔细检查每个项目，因为这可能会影响客户使用其网站的能力。

For detailed instructions, see our guide on how to hide unnecessary menu items in WordPress with Adminimize.

有关详细说明，请参阅我们的指南，了解如何使用Adminimize在WordPress中隐藏不必要的菜单项 。

2.白标WordPress仪表板 (2. White Label WordPress Dashboard)

The Adminimize plugin covers a lot of options to control the appearance of your WordPress admin dashboard. However, it does not have options to hide the WordPress branding and white labeling the admin area.

Adminimize插件包含许多选项来控制WordPress管理仪表盘的外观。 但是，它没有隐藏WordPress品牌和在管理区域添加白色标签的选项。

White labeling includes replacing the WordPress logo with a custom logo, changing the admin area footer, show or hide items from menus, and more.

白色标签包括用自定义徽标替换WordPress徽标 ，更改管理区域页脚，显示或隐藏菜单中的项目等。

First, you need to install and activate the White Label CMS plugin. Upon activation, head over to Settings » White Label CMS page to configure plugin settings.

首先，您需要安装并激活White Label CMS插件。 激活后，转到设置»白标签CMS页面以配置插件设置。

The settings page is divided into different sections. You can click on a section to expand and view its settings.

设置页面分为不同部分。 您可以单击一个部分以展开并查看其设置。

Some options in the plugin are also available in Adminimize. If you have already hidden those options, then you can skip them.

插件中的某些选项在Adminimize中也可用。 如果您已经隐藏了这些选项，则可以跳过它们。

For detailed instructions about each section, take a look at our article on how to white label your WordPress admin dashboard.

有关每个部分的详细说明，请参阅我们的文章，该文章如何为WordPress管理仪表板加上白标签 。

3.更改WordPress仪表板外观 (3. Change The WordPress Dashboard Appearance)

WordPress comes with a handful of admin color schemes that users can change from their profiles. You can set a color scheme as default for new users. You can also create a custom color scheme of your own.

WordPress附带了一些管理员配色方案，用户可以从其配置文件中进行更改。 您可以将配色方案设置为新用户的默认设置 。 您也可以创建自己的自定义配色方案 。

Want to take it to the next level? Try WordPress admin themes. These themes are available as plugins that you can install to change the appearance of your WordPress admin area.

是否想将其提升到一个新的水平？ 尝试WordPress管理主题。 这些主题可用作插件，您可以安装这些主题来更改WordPress管理区域的外观。

Here are some free WordPress admin themes and plugins that you can try.

这里有一些免费的WordPress管理主题和插件 ，您可以尝试。

4.将有用的资源添加到客户端仪表板 (4. Add Helpful Resources to Client Dashboard)

When delivering projects to your clients, you will notice that many of them have similar questions. Adding a help or resource section in WordPress client dashboard can help you answer those questions and save time spent on providing support.

向客户交付项目时，您会注意到其中许多人也有类似的问题。 在WordPress客户端仪表板中添加帮助或资源部分可以帮助您回答这些问题并节省用于提供支持的时间。

The best way to add a help section is by installing and activating the WP Help plugin. Upon activation, the plugin adds a new ‘Publishing Help’ menu item in your WordPress admin bar. Clicking on it will take you to the settings page.

添加帮助部分的最佳方法是安装并激活WP Help插件。 激活后，该插件会在您的WordPress管理栏中添加一个新的“发布帮助”菜单项。 单击它将带您进入设置页面。

This area will be empty since you haven’t created any help resources yet. Go ahead and click on the ‘Add New’ button to create one.

由于您尚未创建任何帮助资源，因此该区域将为空。 继续并单击“添加新”按钮以创建一个。

On the next page, you can create your help document just like you would create a WordPress post or page.

在下一页上，您可以创建帮助文档，就像创建WordPress 帖子或page一样 。

WP Help uses custom post type for documents, and they are hierarchical like pages. You can create parent and child documents to organize them.

WP帮助使用自定义文章类型的文档，它们像页面一样是分层的。 您可以创建父文档和子文档来组织它们。

You can also sync documents from another WordPress site. This allows you to use the same documentation for all your client projects.

您还可以同步来自另一个WordPress网站的文档。 这使您可以对所有客户项目使用相同的文档。

For detailed instructions, see our guide on how to add a help / resource section in WordPress admin.

有关详细说明，请参阅WordPress管理员中有关如何添加帮助/资源的指南。

5.创建自定义仪表板小部件 (5. Creating Custom Dashboard Widgets)

Dashboard widgets is the first things user see when they log into the WordPress admin area. This is the best place to point your clients into right direction by adding your own custom dashboard widgets.

仪表板小部件是用户登录WordPress管理区域时首先看到的东西。 通过添加您自己的自定义仪表板小部件，这是将客户指向正确方向的最佳位置。

Here is a simple dashboard widget code that you can use as a starting point.

这是一个简单的仪表板小部件代码，您可以将其用作起点。

You will need to add this code into your theme’s functions.php file or in a site-specific plugin.

您将需要将此代码添加到主题的functions.php文件或特定于站点的插件中 。

add_action('wp_dashboard_setup', 'my_custom_dashboard_widgets');
 
function my_custom_dashboard_widgets() {
global $wp_meta_boxes;

wp_add_dashboard_widget('custom_help_widget', 'Theme Support', 'custom_dashboard_help');
}

function custom_dashboard_help() {

// Content you want to show inside the widget

echo '<p>Welcome to Custom Blog Theme! Need help? Contact the developer <a href="mailto:yourusername@gmail.com">here</a>. For WordPress Tutorials visit: <a href="https://www.wpbeginner.com" target="_blank">WPBeginner</a></p>';
}

Don’t forget to change the content part with your own message. You can use plain HTML for formatting and styling.

不要忘记用您自己的消息来更改内容部分。 您可以使用纯HTML格式和样式。

Here is how it looked on our demo website.

这是在我们的演示网站上的外观。

For more information, take a look at our article on how to add custom dashboard widgets in WordPress.

有关更多信息，请查看我们有关如何在WordPress中添加自定义仪表板小部件的文章。

That’s all for now.

目前为止就这样了。

We hope this article helped you learn how to create a client dashboard in WordPress. You may also want to see our guide on how to boost WordPress speed and performance.

我们希望本文能帮助您学习如何在WordPress中创建客户端仪表板。 您可能还想查看有关如何提高WordPress速度和性能的指南 。

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

如果您喜欢这篇文章，请订阅我们的YouTube频道 WordPress视频教程。 您也可以在Twitter和Facebook上找到我们。

翻译自: https://www.wpbeginner.com/wp-tutorials/how-to-create-a-client-dashboard-in-wordpress/

wordpress 移动端