Divi role editor on WordPress: Many customers are unfamiliar with WordPress and have never used a CMS before, giving them unlimited dashboard access is like asking a kid to fly a plane. There could be a lot of damage. They can mess up your design, or worse, break the entire site. Then it will be up to you to correct all of this. This is why it is better to get ahead of this disaster and take the time to define what your client will be able to do on the site. This ensures that they can only access the places that are essential to them and nothing more.
The Divi role editor is a perfect solution for this. With its simple interface, you can easily turn permissions on and off for each of the roles, giving you power over what an account can and cannot see on WordPress.
Today I’m going to show you how to configure user role permissions for a site that you can hand over to a customer. I know all clients are different, so take this as a general practice.
Understanding User Roles
On WordPress, there are 5 different user roles. Here’s a quick breakdown of each of the user role capabilities:
- Administrator – has access to everything. No limitation.
- Publisher – has access only to Pages, All Posts, All Comments, All Categories, All Tags, and All Links. Cannot access settings, plugins, and themes.
- Author – Only has access to their own articles. This includes editing, photo uploading, and article posting.
- Contributor – has access to edit their articles, but cannot publish them.
- Subscriber (follower) – able to receive updates and only has the ability to read and comment on posts and pages.
What we can understand from these user roles is that only two have the ability to make changes on all pages and articles, they are the administrator and the editor ( Editor ). You probably don’t want to risk giving your client the admin role. This gives them complete control over the site, including the ability to change settings, plugins, and themes. A better option for a client would be the role of editor. That way, they won’t change anything too important. In addition, it simplifies the interface of WordPress. For example, look at the difference between the WordPress dashboard menu for admins and editors.
There are fewer options and less clutter on the dashboard. Your client will love this simplicity.
Assign the role of editor to your client
You can assign your client a new user role from the WordPress dashboard. Go to ” Users> Add “. Enter your customer’s information and select the role “Editor” as the role.
How to customize publisher roles on Divi
Although your client has an editor role with certain limitations on WordPress, the client still has access to all Divi options. This can become a problem if you don’t want the customer to change your Divi settings. This is where the Divi role editor comes in handy.
The Divi role editor allows you to limit the capabilities of user roles for Divi specifically.
You can access the role editor in the WordPress dashboard under ” Divi → Role editor “.
Note that you have four different roles you can choose to customize – “Administrator, Editor, Author, and Contributors”. Subscriber is not listed here since this role has no editing capability by default.
Select the Publisher tab to change role settings for publishers.
First actions: high-level actions
Here is a brief overview of each of these options:
- The Divi Library – Provides access to saved models and modules.
- Split Testing – Provides access to activate and perform “split tests”
- Page Options – the options at the top right when editing the page allows you to access the navigation settings.
- Portability – ability to import and export Divi layouts.
Since these are all the functions that the administrator normally uses, I suggest disabling all of these options for the Publisher role of the client.
Note: One possible exception, you can give access to the Divi library. This can be useful for clients who have been coached on how to use Divi models.
The next row of options concerns the Interface Builder of Divi.
On this line, I suggest you turn off all options except two – ” Edit Item ” and ” Use Visual Builder “.
This allows the customer to modify what is already there without giving them the ability to add or move any content. The result is a streamlined interface that your customer will appreciate.
Here is an example screenshot of what Divi’s Interface Builder looks like before changing the settings:
And here’s a screenshot of the Builder Interface with the changes in place:
Note some options and buttons are hidden. This is because the high-level options and most of the options in the Builder interface have been disabled. The great thing about this setup is that the customer is less overwhelmed with choices that make it easy for them to change content.
The following section groups the Library Settings options. Since Library Settings are already disabled, these options are disabled by default. ( If you want to enable library settings, but limit functionality in library settings, you can do that here .) Go ahead and turn them off so there’s no confusion.
The next line includes actions on the tabs. They control the settings of each module and include three types: General settings, Advanced Settings, and Custom CSS.
I offer the following options for the tabs settings section:
- General settings: activate
- Advanced settings: disable
- Custom CSS: disable
I now suggest that the general settings be enabled as this allows the client to change the actual content of the module such as headings, subheadings, text, images, etc …
I suggest disabling advanced settings and custom CSS because that’s where most of the design of your development is built. And a client could easily start making changes that will conflict with the overall design and layout of the site.
Now when your customer clicks edit module settings, they won’t see tabs: advanced settings or custom CSS. Also, note that there is no option to save and add to the library at the bottom left:
Read more: How to create a full-screen slider on Divi
The next row of role capabilities is the Types settings. The options of the types can be modified in the parameters of the module. Here are the options available for the Type settings section:
- Change Colors: Disabled
- Edit content: Enabled
- Change fonts: Disabled
- Edit Buttons: Disabled
- Edit Layout: Disabled
- Change configuration: Disabled
I suggest disabling everything except ” Edit Content “. limiting the customer’s ability to change colors, fonts and other elements will allow you to keep your design intact.
The next section concerns the use of modules. These options give you the possibility to limit access to certain modules for certain users.
The last section is portability. This option controls access to all of the main Divi settings such as theme customization, options, and layouts. I suggest disabling all of these latter options as well.
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