This guide will cover the essentials of using WordPress and the unique custom features we’ve built for you. If you have questions, please reach out to us!
Table of Contents
Training Video
WordPress Basics
The WordPress Dashboard & Left Hand Menu
Toggling Between the Frontend & Backend of the Website
Media
View the Full Training Video
Site Access
In the future you may need to grant permissions to others or adjust who can access different parts of your site. Here’s how you can manage user accounts and control site access:
Adding a New User
- Go to “Users” > “Add New.”
- Fill in the user information, including username, email, first name, last name, and password.
- Choose the appropriate role for the user (e.g., Administrator, Editor, Author, Contributor, Subscriber).
- Click “Add New User.”
Editing an Existing User
- Go to “Users” > “All Users.”
- Click on the username of the user you want to edit.
- Make the necessary changes, such as updating the email, changing the role, or resetting the password.
- Click “Update User.”
Deleting a User
- Go to “Users” > “All Users.”
- Hover over the username of the user you want to delete and click “Delete.”
- You will be prompted to reassign or delete the content created by this user. Choose the appropriate option and confirm the deletion.
User Roles and Permissions
Understanding user roles is crucial for managing site access effectively. Here are the default WordPress user roles and their capabilities:
Subscriber: Can manage their own profile and view content. Suitable for membership or subscription-based sites.
Administrator: Full access to all site features, including theme and plugin management, user management, and content creation/editing.
Editor: Can publish and manage posts, pages, and other content types created by any user.
Author: Can publish and manage their own posts.
Contributor: Can write and manage their own posts but cannot publish them. Posts must be approved by an Editor or Administrator.
Logging into WordPress (video timestamp: 2:40)
Go to https://www.cantarp.com/wp-admin
Enter your login credentials provided by the administrator.
Once logged in, you’ll be directed to the WordPress dashboard.
If you forget your password in the future, you can click “Lost your password?” and follow the instructions.
Toggling between the Frontend & Backend of the Website (video timestamp: 5:53)
When you are in the backend, click on the house icon on the top left of your screen to toggle between the backend and frontend.
This helps in quickly locating and editing specific pages.
Media Overview (video timestamp: 12:17)
The Media Library contains all of the images, videos, logos and PDFs that are on your site. As there is quite a lot of media on your site, it has been divided into categories to make them more accessible.
Adding New Images & Videos (video timestamp: 12:17)
On the top of the Media Library, click on Add New. Then select the image or video that you want to upload.
The Upload option will open up and you can select or drag and drop images from your computer here.
Replacing Existing Images
Hovering over the image will show the formatting options.
Clicking on the “x” will remove the image. The “Pencil” helps you to edit the existing image.
After removing the image, you can add a new one by clicking on “Add Image”
Add Image: Clicking here opens up the The Media Library.
The Media Library tab shows the images that are already on the website.
To add a new image you would click on the “Upload Files”
You can drag and drop or select files from your computer to upload.
Add Image: Clicking here opens up the The Media Library.
The Media Library tab shows the images that are already on the website.
To add a new image you would click on the “Upload Files”
You can drag and drop or select files from your computer to upload.
Image Sizes
Recommended Pixel Sizes
Feature image sizes (landscape 1200 x 900 pixels)
Feature image sizes (portrait 900 x 1200 pixels)
Background image size (1920 x 1080 pixels)
Logo image size (200 x 100 pixels)
Thumbnail image size (150 x 150 pixels)
Image Formats
JPEG or PNG
Image File Size
Optimize every JPEG and PNG before uploading to improve website performance. Compressing images enhances speed without sacrificing quality. Use squoosh.app for effective compression without resizing images.
Editing Content (video timestamp: 6:50)
Most of the content on this site is in the form of paragraphs. In some cases, certain words have web links added to them. These links can take you to pages within the site or an external site.
Saving all edits:
All page edits must be saved by clicking on the “Update” Button on the top right of the screen
Formatting Text (video timestamp: 6:50)
To make your content more engaging and easier to read, you can format your text in various ways:
- Bold: Highlight text and click the “B” button.
- Italic: Highlight text and click the “I” button.
- Headings: Use headings to organize content. Select the text and choose the appropriate heading level from the drop-down menu in the editor.
- Lists: Create bullet points or numbered lists by clicking the respective buttons.
You can also add links to your content that would link to another page on your site (and internal link) or link to a different website (an “external link”)
To add a link to a certain word or phrase:
- highlight the word or phrase you would like to add a link to.
- Click on the “chain link” icon.
- Paste in or search for the link that you would like to add.
- Click on the link and press Enter.
- To add an external link, follow the same steps as above, except after adding the link, make sure the “Open in new tab” option is selected.
Adding a Product (video timestamp: 32:17)
To add a Product:
- Go to the Products section on the right sidebar.
- Click Add New
- Fill in the following fields:
- Title
- Product Brand
- Product Name
- Product Images
- Product Description
- Amazon Link
- Amazon Button Description
- Dealer Link
- Dealer Button Description
- Product Details Text
- Industry Categories
- Order
- Feature Image
Product Categories (video timestamp: 29:02)
To adjust the order of the Categories:
- Go to the Products section on the right sidebar.
- Click Taxonomy Order.
- Click and drag on the categories to re-order them.
To adjust the description of the Categories:
- Go to the Products section on the right sidebar.
- Click Industry Category.
- Click on the Category you would like to update
- Make your changes and click Update to save changes.
Adding a Project (video timestamp: 17:00)
To create a Project:
- Go to the Projects section on the right sidebar.
- Click Add New Project.
- Fill in the following fields:
- Title
- Description
- Feature Image
- Alternative Slider Title
- Site URL
- Gallery Images
- Click Save draft or Publish
Schedule Project or Product (Video Timestamp: 14:15)
To schedule a Project or Product:
- Go to the Publish section on the right sidebar.
- Click the current publish value. The image, the value is Immediately.
- Set the date and time the post should be published on.
- Select the Schedule button that appeared on the top bar.
Contact Us Block and Options
to update your phone number, address, hours, etc., you can update the Contact Us Block, and well as the Options Page, which you can find on the left hand side bar.
Group
If you would like to add a dark background or grid background to your content, you can use a Group Block. Any content you can within the group block will have the background style applied.
Block: Call to Action
The fields in this block are:
- Header Field
- Content Field
- The content field can contain headings, paragraphs, lists, and buttons
Image & Content with Overlay
The fields in this block are:
- Flexible content
- Headings, paragraphs, lists, buttons
- Background Colour
- Image POsition
- Background Pattern
- Image
- Overlay Accent
- Overlay Content
- Overlay Content Background Colour
Within this block you can add a block called Icon List, which include the following fields:
- Colouring
- Icon
- Content
Click Add Row to add multiple rows.
Image & Content
The fields in this block are:
- Flexible Content
- Headings, paragraphs, lists, buttons
- Background Colour
- Image Position
- Image
- Background Pattern
Industries Slider
The fields in this block are:
- Industries Page Link
- Background Image
- Title
- Page Link
Project Features
The fields in this block are::
- Page URL – should always be the Projects Page
- Flexible Content
- Headings, Paragraphs, Lists, Buttons
Contact Us
Questions? We’re here to help! Reach out anytime if you need a hand.
Molly Lux
Account Manager/Director
molly@rockandbloom.com
Diane Setyo
Producer
diane@rockandbloom.com